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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 %
MWC
1826
MBM Wealth Consultants
Missouri
$600K -$39.7K -113 -6%
COF
1827
Capital One Financial
Virginia
$598K -$225K -641 -27%
SSCA
1828
South Shore Capital Advisors
Massachusetts
$597K +$597K +1,703 New
PCM
1829
Parsons Capital Management
Rhode Island
$591K +$351 +1 +0.1%
SWP
1830
Summit Wealth Partners
Florida
$586K +$1.05K +3 +0.2%
PB
1831
Pinnacle Bancorp
Nebraska
$586K +$5.26K +15 +0.9%
GPFA
1832
Game Plan Financial Advisors
Ohio
$583K +$583K +1,667 New
PPP
1833
Private Portfolio Partners
New Jersey
$582K +$10.9K +31 +2%
DSA
1834
Droms Strauss Advisors
Missouri
$582K +$50.5K +144 +9%
LA
1835
Latitude Advisors
Florida
$580K +$580K +1,654 New
PJB
1836
Paul John Balson
California
$579K +$1.76K +5 +0.3%
AWE
1837
Avidian Wealth Enterprises
Texas
$576K +$88.7K +253 +18%
GTAM
1838
Global Trust Asset Management
Florida
$574K
HC
1839
Hendley & Co
Ohio
$573K
OFS
1840
Oldfather Financial Services
Nebraska
$573K
AC
1841
Apogem Capital
New York
$573K +$573K +1,633 New
JAG
1842
Journey Advisory Group
Kentucky
$572K +$572K +1,630 New
CIC
1843
Crawford Investment Counsel
Georgia
$571K -$168K -480 -23%
SAM
1844
Strategy Asset Managers
California
$571K +$4.21K +12 +0.7%
SSWG
1845
Seven Springs Wealth Group
Tennessee
$569K +$6.31K +18 +1%
DWM
1846
Doyle Wealth Management
Florida
$568K +$316K +900 +125%
LA
1847
LVW Advisors
New York
$567K -$19.6K -56 -3%
TNB
1848
Thomasville National Bank
Georgia
$563K +$3.5K +10 +0.6%
CWS
1849
Cypress Wealth Services
California
$563K +$563K +1,605 New
FCCM
1850
First City Capital Management
Georgia
$561K -$517K -1,553 -48%