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UnitedHealth

2,577 hedge funds and large institutions have $373B invested in UnitedHealth in 2021 Q2 according to their latest regulatory filings, with 172 funds opening new positions, 1,159 increasing their positions, 931 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,577
Holders Change
+75
Holders Change %
+3%
% of All Funds
44.99%
Holding in Top 10
230
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-2.95%
% of All Funds
4.02%
New
172
Increased
1,159
Reduced
931
Closed
72
Calls
$2.04B
Puts
$2.6B
Net Calls
-$555M
Net Calls Change
-$421M
Name Holding Trade Value Shares
Change
Shares
Change %
PWM
1801
Prentice Wealth Management
New York
$823K +$75.3K +188 +10%
NSAM
1802
North Star Asset Management
Wisconsin
$822K +$8K +20 +1%
BA
1803
Bluesphere Advisors
Pennsylvania
$814K
TFS
1804
TrustCore Financial Services
Tennessee
$812K +$57.3K +143 +8%
TA
1805
Tectonic Advisors
Texas
$810K -$69.7K -174 -8%
PFA
1806
Pure Financial Advisors
California
$809K +$1.6K +4 +0.2%
WMP
1807
Wealth Management Partners
Arizona
$808K +$33.7K +84 +4%
CMO
1808
Covenant Multifamily Offices
Texas
$808K +$170K +424 +27%
ARC
1809
Advisor Resource Council
Texas
$806K +$806K +2,014 New
UAM
1810
UAS Asset Management
New York
$801K +$801K +2,000 New
VCA
1811
Verdence Capital Advisors
Maryland
$797K +$32K +80 +4%
AB
1812
Atlas Brown
Kentucky
$794K
FP
1813
Foundry Partners
Minnesota
$794K +$20K +50 +3%
FMW
1814
Farr Miller & Washington
District of Columbia
$794K +$200K +500 +34%
Financial Engines Advisors
1815
Financial Engines Advisors
California
$793K -$416K -1,039 -34%
RTC
1816
Riverview Trust Company
Washington
$793K
IIC
1817
Ironwood Investment Counsel
Arizona
$792K +$800 +2 +0.1%
RCG
1818
Rock Creek Group
District of Columbia
$791K +$15.6K +39 +2%
BCM
1819
Brown Capital Management
Maryland
$789K -$16.4K -41 -2%
HI
1820
Humankind Investments
New York
$787K +$248K +619 +46%
KFA
1821
Kelleher Financial Advisors
New York
$775K +$775K +1,937 New
BCP
1822
Berkeley Capital Partners
Georgia
$774K -$10.8K -27 -1%
AIS
1823
AM Investment Strategies
Tennessee
$772K +$801 +2 +0.1%
CIC
1824
Crawford Investment Counsel
Georgia
$772K +$140K +350 +22%
RWA
1825
Redhawk Wealth Advisors
Minnesota
$771K -$264K -659 -25%