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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 %
AF
2001
Aldebaran Financial
$511K
WPC
2002
White Pine Capital
Minnesota
$511K
Capstone Investment Advisors
2003
Capstone Investment Advisors
New York
$511K +$1.6K +4 +0.3%
FHC
2004
First Heartland Consultants
Missouri
$511K +$19.2K +48 +4%
EVC
2005
Eidelman Virant Capital
Missouri
$510K -$60K -150 -11%
CWM
2006
Cabot Wealth Management
Massachusetts
$510K
CWP
2007
Concord Wealth Partners
Virginia
$510K +$78.9K +197 +18%
WCM
2008
WealthBridge Capital Management
Ohio
$509K -$10K -25 -2%
LSC
2009
Lesa Sroufe & Co
Washington
$509K
JI
2010
Jeereddi Investments
California
$508K -$213K -532 -30%
MFG
2011
Merit Financial Group
Georgia
$508K -$17.2K -43 -3%
BEAM
2012
Baker Ellis Asset Management
Washington
$508K
CA
2013
Crumly & Associates
Illinois
$508K +$141K +353 +38%
RIM
2014
Redwood Investment Management
Arizona
$507K -$571K -1,428 -53%
LWA
2015
Lenox Wealth Advisors
New York
$506K +$155K +388 +44%
SPFA
2016
Summit Place Financial Advisors
New Jersey
$505K
PEA
2017
Pacific Edge Advisors
California
$505K +$15.2K +38 +3%
UF
2018
Univest Financial
Pennsylvania
$505K +$85.3K +213 +20%
LIA
2019
LBMC Investment Advisors
Tennessee
$503K
TWP
2020
Tower Wealth Partners
Pennsylvania
$503K +$14.8K +37 +3%
SF
2021
Symphony Financial
Texas
$500K -$642K -1,607 -56%
CCIA
2022
Campbell & Co Investment Adviser
Maryland
$499K +$80.2K +200 +19%
CGA
2023
Crescent Grove Advisors
Illinois
$499K +$499K +1,245 New
SB
2024
Strategic Blueprint
Georgia
$499K +$499K +1,247 New
SFP
2025
Sandbox Financial Partners
Maryland
$492K -$16.8K -42 -3%