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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 %
GC
2001
Grace Capital
Massachusetts
$494K
UF
2002
Univest Financial
Pennsylvania
$494K +$1.56K +4 +0.3%
MSCM
2003
McElhenny Sheffield Capital Management
Texas
$494K +$494K +1,265 New
BEAM
2004
Baker Ellis Asset Management
Washington
$492K -$20.2K -50 -4%
CTB
2005
Country Trust Bank
Illinois
$492K -$8.21K -21 -2%
PEA
2006
Pacific Edge Advisors
California
$492K
SPFA
2007
Summit Place Financial Advisors
New Jersey
$492K
LFF
2008
Level Four Financial
Texas
$490K +$84.3K +216 +21%
IFG
2009
Investors Financial Group
Minnesota
$489K -$118K -302 -19%
SNT
2010
Security National Trust
West Virginia
$489K
KLCM
2011
KG&L Capital Management
Louisiana
$488K +$86.3K +221 +21%
AF
2012
Aldebaran Financial
$486K -$9.76K -25 -2%
CGA
2013
Crescent Grove Advisors
Illinois
$486K
FNBOSM
2014
First National Bank of South Miami
Florida
$486K +$31.6K +81 +7%
WPC
2015
White Pine Capital
Minnesota
$485K
OWA
2016
One Wealth Advisors
California
$485K +$485K +1,242 New
MA
2017
MONECO Advisors
Connecticut
$484K +$58.6K +150 +14%
BO
2018
Bank OZK
Arkansas
$483K -$19.6K -50 -4%
AW
2019
ACG Wealth
Georgia
$483K +$28.2K +72 +6%
SFG
2020
Sovereign Financial Group
Connecticut
$482K +$11.7K +30 +2%
CWM
2021
Curi Wealth Management
North Carolina
$479K +$2.34K +6 +0.5%
EFG
2022
Everhart Financial Group
Ohio
$479K +$108K +276 +29%
RCG
2023
Rock Creek Group
District of Columbia
$478K -$294K -752 -38%
Q
2024
QVR
California
$472K +$428K +1,097 +979%
LP
2025
LMR Partners
United Kingdom
$470K -$963K -2,463 -67%