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UnitedHealth

2,555 hedge funds and large institutions have $364B invested in UnitedHealth in 2021 Q3 according to their latest regulatory filings, with 118 funds opening new positions, 1,250 increasing their positions, 836 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,555
Holders Change
-22
Holders Change %
-0.85%
% of All Funds
44.87%
Holding in Top 10
206
Holding in Top 10 Change
-24
Holding in Top 10 Change %
-10.43%
% of All Funds
3.62%
New
118
Increased
1,250
Reduced
836
Closed
103
Calls
$2.32B
Puts
$3.07B
Net Calls
-$749M
Net Calls Change
-$194M
Name Holding Trade Value Shares
Change
Shares
Change %
FPWM
1851
FSB Premier Wealth Management
Iowa
$707K -$46.1K -118 -6%
GWS
1852
Glassman Wealth Services
Virginia
$707K +$62.5K +160 +10%
FAFN
1853
First Affirmative Financial Network
Colorado
$707K +$707K +1,810 New
XWM
1854
Xcel Wealth Management
Florida
$706K -$195K -500 -22%
BWP
1855
BSW Wealth Partners
Colorado
$705K +$20.7K +53 +3%
AMG
1856
Asset Management Group
Connecticut
$705K +$242K +620 +52%
HCA
1857
Heck Capital Advisors
Wisconsin
$701K -$10.9K -28 -2%
JWM
1858
Jeppson Wealth Management
California
$700K
KFGK
1859
Keystone Financial Group (Kentucky)
Kentucky
$700K +$2.73K +7 +0.4%
BA
1860
Ballast Advisors
Minnesota
$697K +$6.64K +17 +1%
BCM
1861
Brown Capital Management
Maryland
$694K -$75.8K -194 -10%
MA
1862
MCF Advisors
Kentucky
$694K -$7.82K -20 -1%
VLKIM
1863
Van Lanschot Kempen Investment Management
Netherlands
$690K -$1.58M -4,057 -70%
CC
1864
Cannell & Co
New York
$689K -$1.02M -2,605 -60%
PCM
1865
Parsons Capital Management
Rhode Island
$686K +$27.3K +70 +4%
MSFS
1866
Main Street Financial Solutions
Pennsylvania
$686K +$73.9K +189 +12%
EWM
1867
Elite Wealth Management
Washington
$685K -$274K -700 -29%
CCWA
1868
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$685K +$3.13K +8 +0.5%
ODFS
1869
O'Donnell Financial Services
California
$685K +$685K +1,753 New
DWM
1870
Darwin Wealth Management
Florida
$679K -$1.56K -4 -0.2%
CB
1871
CNB Bank
Pennsylvania
$678K -$159K -408 -19%
HBCM
1872
Heron Bay Capital Management
Michigan
$678K -$8.98K -23 -1%
ANB
1873
Amarillo National Bank
Texas
$673K
CIC
1874
Crawford Investment Counsel
Georgia
$668K -$85.6K -219 -11%
CC
1875
Codex Capital
New York
$663K