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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 %
TW
1976
Towerpoint Wealth
California
$435K +$1.4K +4 +0.3%
WCM
1977
WealthBridge Capital Management
Ohio
$434K -$1.75K -5 -0.4%
SIA
1978
Soltis Investment Advisors
Utah
$434K +$434K +1,237 New
CWM
1979
Cornerstone Wealth Management
Missouri
$433K +$32.3K +92 +8%
EPA
1980
Element Pointe Advisors
Florida
$433K
CHP
1981
Cable Hill Partners
Oregon
$429K -$26.3K -75 -6%
PEA
1982
Pacific Edge Advisors
California
$429K -$16.5K -47 -4%
LAIC
1983
Lederer & Associates Investment Counsel
California
$426K -$45.5K -130 -10%
CNC
1984
Citizens & Northern Corp
Pennsylvania
$426K -$8.77K -25 -2%
TCM
1985
Telos Capital Management
California
$423K -$36.8K -105 -8%
B
1986
Brightworth
Georgia
$423K +$101K +287 +31%
WAAG
1987
Wealth Alliance Advisory Group
Kansas
$422K +$77.2K +220 +22%
FAT
1988
First American Trust
California
$421K -$154K -439 -27%
NEAM
1989
New England Asset Management
Connecticut
$421K
SFG
1990
Sovereign Financial Group
Connecticut
$420K +$420K +1,198 New
LGA
1991
Lebenthal Global Advisors
New York
$417K +$417K +1,190 New
FPCP
1992
Fort Point Capital Partners
California
$416K -$6.31K -18 -1%
BWP
1993
Baldwin Wealth Partners
Massachusetts
$416K +$62.8K +179 +18%
DMC
1994
Drexel Morgan & Co
Pennsylvania
$413K
BWM
1995
BCS Wealth Management
Tennessee
$413K +$18.9K +54 +5%
OPA
1996
Old Port Advisors
Maine
$412K -$7.69K -22 -2%
FCFC
1997
First Citizens Financial Corp
Iowa
$411K
UH
1998
Unigestion Holding
Switzerland
$409K -$143K -408 -26%
DA
1999
Dillon & Associates
Michigan
$408K
HCP
2000
Holt Capital Partners
Texas
$407K +$12.3K +35 +3%