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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 %
PP
1901
Patron Partners
Texas
$615K +$17.6K +45 +3%
FOA
1902
Five Oceans Advisors
California
$614K +$614K +1,572 New
WA
1903
WealthTrust Axiom
Pennsylvania
$613K +$3.9K +10 +0.6%
TWA
1904
TCI Wealth Advisors
Arizona
$613K +$145K +371 +31%
BIP
1905
Blueprint Investment Partners
North Carolina
$613K +$613K +1,569 New
Pzena Investment Management
1906
Pzena Investment Management
New York
$612K +$25.4K +65 +4%
RPWA
1907
Regent Peak Wealth Advisors
Georgia
$609K +$12.1K +31 +2%
SSCA
1908
South Shore Capital Advisors
Massachusetts
$608K -$32.8K -84 -5%
TPWA
1909
TRUE Private Wealth Advisors
Oregon
$607K -$2.73K -7 -0.4%
AWA
1910
Aaron Wealth Advisors
Illinois
$606K +$2.73K +7 +0.5%
EHC
1911
Everett Harris & Co
California
$604K -$13.7K -35 -2%
PP
1912
Professional Planning
California
$604K -$3.52K -9 -0.6%
MCA
1913
Magnolia Capital Advisors
Mississippi
$603K +$52.3K +134 +10%
CPC
1914
Consolidated Planning Corp
Georgia
$601K +$1.95K +5 +0.3%
MAM
1915
Marquette Asset Management
Minnesota
$601K +$5.47K +14 +0.9%
WWM
1916
Wolff Wiese Magana
California
$600K -$2.35K -6 -0.4%
PPP
1917
Private Portfolio Partners
New Jersey
$593K -$38.3K -98 -6%
LFG
1918
Larson Financial Group
Missouri
$590K
TWM
1919
Titus Wealth Management
California
$590K +$2.74K +7 +0.5%
TYCC
1920
Texas Yale Capital Corp
Florida
$589K -$23.8K -61 -4%
LWA
1921
Lenox Wealth Advisors
New York
$589K +$95.3K +244 +19%
AI
1922
ArchPoint Investors
Florida
$589K +$589K +1,508 New
LC
1923
Lindbrook Capital
California
$587K +$5.08K +13 +0.9%
ICG
1924
InterOcean Capital Group
Tennessee
$587K +$17.6K +45 +3%
BOS
1925
Bingham Osborn & Scarborough
California
$582K -$99K -253 -15%