UNH icon

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 %
FCM
1876
Fortis Capital Management
Washington
$701K +$190K +474 +37%
CCWA
1877
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$699K +$699K +1,745 New
EFSCE
1878
Enterprise Financial Services Corp (EFSC)
Missouri
$698K -$16K -40 -2%
DWM
1879
Darwin Wealth Management
Florida
$697K -$20K -50 -3%
BOS
1880
Bingham Osborn & Scarborough
California
$697K +$114K +286 +20%
JF
1881
JSF Financial
California
$695K +$56.4K +141 +9%
AIP
1882
Almanack Investment Partners
Pennsylvania
$694K -$176K -440 -20%
ANB
1883
Amarillo National Bank
Texas
$690K
RIG
1884
Renaissance Investment Group
Massachusetts
$689K -$20K -50 -3%
BMO
1885
Beck Mack & Oliver
New York
$689K +$200K +500 +41%
RMCM
1886
Reynders McVeigh Capital Management
Massachusetts
$686K -$61.3K -153 -8%
NAM
1887
Nexpoint Asset Management
Texas
$686K +$686K +1,712 New
HCP
1888
Hexagon Capital Partners
Arkansas
$684K -$44.1K -110 -6%
AWE
1889
Avidian Wealth Enterprises
Texas
$680K -$41.2K -103 -6%
CC
1890
Codex Capital
New York
$680K +$680K +1,700 New
GL
1891
Graypoint LLC
New York
$678K +$104K +260 +18%
PCM
1892
Parsons Capital Management
Rhode Island
$675K
CPWA
1893
Cerro Pacific Wealth Advisors
California
$671K +$671K +1,675 New
FCMC
1894
Founders Capital Management (Connecticut)
Connecticut
$670K +$20K +50 +3%
SDWMA
1895
Schneider Downs Wealth Management Advisors
Pennsylvania
$669K +$3.2K +8 +0.5%
MWC
1896
MBM Wealth Consultants
Missouri
$669K +$26.1K +65 +4%
OPWM
1897
Oxinas Partners Wealth Management
Indiana
$665K +$2.8K +7 +0.4%
CPIG
1898
Chicago Partners Investment Group
Illinois
$664K +$98.8K +239 +17%
BAM
1899
Blueshift Asset Management
New Jersey
$661K -$2.87M -7,159 -81%
NB
1900
Nicolet Bankshares
Wisconsin
$661K -$14.8K -37 -2%