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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 %
QVT
2026
Quantitative Value Technologies
Kansas
$492K +$80.1K +200 +19%
MCM
2027
MV Capital Management
Maryland
$491K +$46.9K +117 +11%
CWM
2028
Cornerstone Wealth Management
Missouri
$490K -$12K -30 -2%
SNT
2029
Security National Trust
West Virginia
$489K +$4.41K +11 +0.9%
PBO
2030
Peoples Bank (Ohio)
Ohio
$489K +$97.8K +244 +25%
CWM
2031
Curi Wealth Management
North Carolina
$488K +$400 +1 +0.1%
BWP
2032
Baldwin Wealth Partners
Massachusetts
$487K +$12K +30 +3%
IIA
2033
ICW Investment Advisors
Arizona
$487K +$13.2K +33 +3%
5L
2034
55I LLC
Massachusetts
$485K +$160K +401 +49%
AP
2035
Americana Partners
Texas
$483K +$154K +424 +47%
FM
2036
Family Management
New York
$482K +$218K +544 +82%
SC
2037
Saturna Capital
Washington
$481K
NEAM
2038
New England Asset Management
Connecticut
$481K
TWA
2039
TCI Wealth Advisors
Arizona
$480K +$11.6K +29 +2%
TF
2040
Trek Financial
Arizona
$480K +$135K +337 +39%
PWM
2041
Penobscot Wealth Management
Maine
$479K +$479K +1,197 New
ACP
2042
Aveo Capital Partners
Colorado
$478K +$19.2K +48 +4%
HIP
2043
HUB Investment Partners
Texas
$476K -$45.6K -114 -9%
TW
2044
Towerpoint Wealth
California
$476K +$18.8K +47 +4%
FPCP
2045
Fort Point Capital Partners
California
$475K
LGA
2046
Lebenthal Global Advisors
New York
$475K +$9.6K +24 +2%
AMG
2047
Asset Management Group
Connecticut
$474K +$1.6K +4 +0.3%
GSEP
2048
Golden State Equity Partners
California
$473K +$56.8K +142 +14%
OPA
2049
Old Port Advisors
Maine
$471K -$4.15K -10 -0.9%
TCM
2050
Telos Capital Management
California
$471K