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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 %
PTC
2101
Philadelphia Trust Company
Pennsylvania
$318K -$2.39M -6,811 -88%
WS
2102
Wela Strategies
Georgia
$317K -$14.7K -42 -4%
PO
2103
Private Ocean
California
$317K
MCM
2104
McRae Capital Management
New Jersey
$316K
MFW
2105
Mosaic Family Wealth
Missouri
$316K +$9.12K +26 +3%
QPWM
2106
Quadrant Private Wealth Management
Pennsylvania
$316K +$32.7K +93 +12%
OWM
2107
Orgel Wealth Management
Wisconsin
$316K +$52.6K +150 +20%
GFPC
2108
Global Financial Private Client
Florida
$314K +$7.36K +21 +2%
RHFI
2109
Reilly Herbert Faulkner III
$314K
SC
2110
Steph & Co
Wisconsin
$314K +$83.9K +239 +36%
RBFC
2111
Roman Butler Fullerton & Co
Missouri
$312K +$1.05K +3 +0.3%
DA
2112
DCM Advisors
New York
$312K +$312K +889 New
BFC
2113
Bedel Financial Consulting
Indiana
$310K
SFG
2114
Summit Financial Group
West Virginia
$307K
HWA
2115
HHM Wealth Advisors
Tennessee
$306K +$58.1K +166 +23%
IIA
2116
IPG Investment Advisors
California
$303K +$10.2K +29 +3%
AA
2117
AF Advisors
California
$299K +$299K +9,647 New
CAM
2118
Columbia Asset Management
Michigan
$296K -$5.25K -15 -2%
COCM
2119
Charter Oak Capital Management
New Hampshire
$296K +$296K +843 New
RE
2120
RBC Europe
United Kingdom
$296K -$109K -312 -27%
TAIM
2121
TD Ameritrade Investment Management
Nebraska
$294K +$17.2K +49 +6%
SGK
2122
Steigerwald Gordon & Koch
Virginia
$292K +$23.9K +68 +9%
AOWM
2123
Alpha Omega Wealth Management
Virginia
$291K -$48.8K -139 -14%
POIA
2124
Pin Oak Investment Advisors
Texas
$291K +$30.1K +86 +12%
RWG
2125
Regal Wealth Group
California
$289K +$1.05K +3 +0.4%