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UnitedHealth

2,457 hedge funds and large institutions have $293B invested in UnitedHealth in 2020 Q4 according to their latest regulatory filings, with 347 funds opening new positions, 1,037 increasing their positions, 831 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,457
Holders Change
+226
Holders Change %
+10.13%
% of All Funds
43.59%
Holding in Top 10
212
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+6%
% of All Funds
3.76%
New
347
Increased
1,037
Reduced
831
Closed
92
Calls
$2.04B
Puts
$2.51B
Net Calls
-$476M
Net Calls Change
-$24.6M
Name Holding Trade Value Shares
Change
Shares
Change %
PP
1801
Professional Planning
California
$642K +$642K +1,830 New
DWM
1802
Darwin Wealth Management
Florida
$640K -$231K -659 -27%
JWM
1803
Jeppson Wealth Management
California
$636K
BOPW
1804
Brandywine Oak Private Wealth
Pennsylvania
$635K
NB
1805
Nicolet Bankshares
Wisconsin
$634K -$2.81K -8 -0.4%
JI
1806
Jeereddi Investments
California
$631K
SWG
1807
Summit Wealth Group
Vermont
$627K
ATC
1808
Adirondack Trust Company
New York
$627K +$218K +655 +53%
PWAG
1809
Polaris Wealth Advisory Group
California
$626K +$626K +1,722 New
PCM
1810
Pointe Capital Management
Michigan
$624K -$73K -208 -10%
SAG
1811
Spotlight Asset Group
Illinois
$624K +$89.5K +255 +17%
IBOK
1812
Independence Bank of Kentucky
Kentucky
$622K -$8.76K -25 -1%
QAM
1813
QCI Asset Management
New York
$622K +$16.1K +46 +3%
NIA
1814
Northstar Investment Advisors
Colorado
$621K
PFGIA
1815
Patriot Financial Group Insurance Agency
Massachusetts
$618K +$215K +614 +54%
BEI
1816
Benjamin Edwards Inc
Missouri
$614K -$34K -97 -5%
IP
1817
Investment Partners
Ohio
$613K -$30.8K -88 -5%
BA
1818
Ballast Advisors
Minnesota
$612K -$168K -480 -22%
QP
1819
Quilter Plc
United Kingdom
$612K -$12.3K -35 -2%
EFSCE
1820
Enterprise Financial Services Corp (EFSC)
Missouri
$608K +$1.05K +3 +0.2%
WFC
1821
Western Financial Corp
California
$608K +$608K +1,736 New
EHC
1822
Everett Harris & Co
California
$605K +$197K +562 +48%
ANB
1823
Amarillo National Bank
Texas
$604K
BCM
1824
Buckhead Capital Management
Georgia
$603K +$104K +296 +21%
TAM
1825
Trillium Asset Management
Massachusetts
$601K +$63.9K +182 +12%