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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 %
WP
2026
WMS Partners
Maryland
$470K +$10.6K +27 +2%
LWM
2027
Liberty Wealth Management
California
$470K +$185K +447 +65%
SC
2028
Saturna Capital
Washington
$469K
NEAM
2029
New England Asset Management
Connecticut
$469K
H
2030
HoyleCohen
California
$468K
PWM
2031
Penobscot Wealth Management
Maine
$468K
FNB
2032
Farmers National Bank
Kentucky
$466K +$466K +1,329 New
KOC
2033
Koss-Olinger Consulting
Florida
$466K -$236K -604 -34%
EBA
2034
Eagle Bay Advisors
New York
$466K -$70.9K -181 -13%
LGA
2035
Lebenthal Global Advisors
New York
$464K +$390 +1 +0.1%
AWAP
2036
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$463K +$5.47K +14 +1%
KCM
2037
Kanawha Capital Management
Virginia
$461K -$494K -1,263 -52%
ACP
2038
Aveo Capital Partners
Colorado
$461K -$5.87K -15 -1%
IA
2039
Inspire Advisors
Idaho
$460K +$17.6K +45 +4%
TCM
2040
Telos Capital Management
California
$459K
PSP
2041
Principal Street Partners
Tennessee
$458K +$104K +267 +30%
EBSAM
2042
Eubel Brady & Suttman Asset Management
Ohio
$456K -$131K -336 -22%
NP
2043
Ninepoint Partners
Ontario, Canada
$455K +$455K +1,164 New
BWM
2044
BCS Wealth Management
Tennessee
$454K +$7.81K +20 +2%
CRCM
2045
Corbett Road Capital Management
Virginia
$454K +$33.6K +86 +8%
HCP
2046
Holt Capital Partners
Texas
$453K
GKWIM
2047
Gerber Kawasaki Wealth & Investment Management
California
$453K +$68K +174 +18%
AP
2048
Adero Partners
California
$451K +$16.4K +42 +4%
SHA
2049
Seneca House Advisors
Virginia
$448K +$448K +1,146 New
DA
2050
Dillon & Associates
Michigan
$447K