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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 %
GWS
1901
Glassman Wealth Services
Virginia
$661K +$22K +55 +3%
SWP
1902
Summit Wealth Partners
Florida
$660K -$6.01K -15 -0.9%
CGFA
1903
Colton Groome Financial Advisors
North Carolina
$659K +$659K +1,645 New
PIA
1904
Perennial Investment Advisors
California
$658K +$166K +414 +34%
SSCA
1905
South Shore Capital Advisors
Massachusetts
$656K
HC
1906
Hendley & Co
Ohio
$654K
SKK
1907
Shepherd Kaplan Krochuk
Massachusetts
$648K -$200K -500 -24%
PPP
1908
Private Portfolio Partners
New Jersey
$647K -$46.5K -116 -7%
CWS
1909
Cypress Wealth Services
California
$646K -$81.7K -204 -11%
SEIA
1910
Signature Estate & Investment Advisors
California
$645K +$49.3K +123 +8%
GTAM
1911
Global Trust Asset Management
Florida
$643K -$268K -670 -29%
IBOK
1912
Independence Bank of Kentucky
Kentucky
$643K -$64.1K -160 -9%
TNB
1913
Thomasville National Bank
Georgia
$640K -$26.8K -67 -4%
EHC
1914
Everett Harris & Co
California
$633K -$57.2K -143 -8%
RPWA
1915
Regent Peak Wealth Advisors
Georgia
$630K -$19.8K -48 -3%
TYCC
1916
Texas Yale Capital Corp
Florida
$628K
MSFS
1917
Main Street Financial Solutions
Pennsylvania
$627K +$9.21K +23 +1%
LA
1918
LVW Advisors
New York
$626K +$72.9K +182 +13%
TPWA
1919
TRUE Private Wealth Advisors
Oregon
$625K -$137K -343 -18%
WA
1920
WealthTrust Axiom
Pennsylvania
$624K
AMC
1921
Asset Management Corp
Illinois
$623K +$1.6K +4 +0.3%
PP
1922
Professional Planning
California
$622K +$4.4K +11 +0.7%
IFG
1923
Investors Financial Group
Minnesota
$622K +$16.8K +42 +3%
MI
1924
Markston International
New York
$620K -$104K -260 -14%
KF
1925
Krilogy Financial
Missouri
$620K +$15.2K +38 +3%