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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 %
SNT
2001
Security National Trust
West Virginia
$407K +$25.6K +73 +7%
WAG
2002
Winthrop Advisory Group
Massachusetts
$405K +$102K +292 +34%
EPP
2003
ETF Portfolio Partners
Kansas
$402K +$5.61K +16 +1%
AWAP
2004
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$401K +$401K +1,144 New
GCM
2005
Gables Capital Management
Florida
$400K
JCM
2006
Jacobi Capital Management
Pennsylvania
$399K -$2.46K -7 -0.6%
DWA
2007
Dorsey Wright & Associates
California
$398K
DCM
2008
Dimension Capital Management
Florida
$395K -$36.2K -103 -8%
BZWA
2009
Blue Zone Wealth Advisors
California
$393K -$106K -301 -21%
WI
2010
Wedgewood Investors
Pennsylvania
$393K
EW
2011
Evoke Wealth
California
$392K +$232K +663 +146%
GTCM
2012
Gyon Technologies Capital Management
New Jersey
$391K +$391K +1,116 New
BMA
2013
Brooks Moore & Associates
Tennessee
$390K
PFA
2014
Pathway Financial Advisors
Vermont
$389K
HCM
2015
Howland Capital Management
Massachusetts
$387K
GWAM
2016
Guardian Wealth Advisors (Minnesota)
Minnesota
$387K +$387K +1,103 New
AAP
2017
Arax Advisory Partners
Colorado
$386K +$24.9K +71 +7%
VWM
2018
Vigilare Wealth Management
Arizona
$386K +$52.6K +150 +16%
SAM
2019
Satovsky Asset Management
New York
$386K +$386K +1,100 New
TIM
2020
Thornburg Investment Management
New Mexico
$385K -$16M -45,687 -98%
GC
2021
Grace Capital
Massachusetts
$385K
CFFP
2022
Center for Financial Planning
Michigan
$385K
FFC
2023
First Financial Corp
Indiana
$385K +$13.3K +38 +4%
CWM
2024
Curi Wealth Management
North Carolina
$385K +$385K +1,099 New
IIA
2025
ICW Investment Advisors
Arizona
$384K -$11.4K -33 -3%