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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 %
CFA
1951
Capstone Financial Advisors
Illinois
$458K +$701 +2 +0.2%
GM
1952
GeoWealth Management
Illinois
$457K +$457K +1,293 New
BEAM
1953
Baker Ellis Asset Management
Washington
$456K
ACM
1954
Armbruster Capital Management
New York
$456K
GCP
1955
GSA Capital Partners
United Kingdom
$456K +$23.9K +68 +6%
SSWM
1956
Smith Salley Wealth Management
North Carolina
$452K +$203K +578 +81%
BOS
1957
Bingham Osborn & Scarborough
California
$450K -$33.7K -96 -7%
FIM
1958
Fernwood Investment Management
Massachusetts
$449K
SFP
1959
Sandbox Financial Partners
Maryland
$447K +$447K +1,276 New
SAM
1960
Shone Asset Management
California
$446K
NP
1961
Ninepoint Partners
Ontario, Canada
$445K
LIA
1962
LBMC Investment Advisors
Tennessee
$445K +$12.3K +35 +3%
LSC
1963
Lesa Sroufe & Co
Washington
$445K +$14K +40 +3%
FPF
1964
First Pacific Financial
Washington
$445K +$445K +1,268 New
AIM
1965
Alhambra Investment Management
Florida
$442K
BWA
1966
Beam Wealth Advisors
Louisiana
$441K
PIA
1967
Perennial Investment Advisors
California
$441K +$351 +1 +0.1%
SL
1968
Stevard LLC
Illinois
$440K -$1.04M -2,957 -70%
AWM
1969
AllSquare Wealth Management
New York
$439K -$35K -100 -7%
PAM
1970
Private Asset Management
California
$439K
IIC
1971
Integrated Investment Consultants
Michigan
$439K
YMRC
1972
Yorktown Management & Research Company
Virginia
$438K +$52.6K +150 +14%
WP
1973
WealthPLAN Partners
Nebraska
$437K -$44.5K -135 -9%
ABTD
1974
Arvest Bank Trust Division
Oklahoma
$437K -$1.75K -5 -0.4%
WPC
1975
White Pine Capital
Minnesota
$435K