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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 %
BFG
2151
Barber Financial Group
Kansas
$270K +$350 +1 +0.1%
CIAS
2152
CFS Investment Advisory Services
New Jersey
$270K +$270K +771 New
LTI
2153
Laffer Tengler Investments
Tennessee
$268K +$99.4K +288 +59%
SFPG
2154
Stonebridge Financial Planning Group
Florida
$265K
CWP
2155
Curated Wealth Partners
California
$264K +$264K +753 New
BSAM
2156
Blue Square Asset Management
New York
$263K -$6.32K -18 -2%
MC
2157
Matisse Capital
Oregon
$263K
AMG
2158
Asset Management Group
Connecticut
$263K +$263K +750 New
AFS
2159
Access Financial Services
Minnesota
$263K +$263K +750 New
SWA
2160
Stratos Wealth Advisors
Ohio
$262K -$13.3K -38 -5%
AIM
2161
Aspen Investment Management
Michigan
$262K -$7.36K -21 -3%
BWM
2162
Baystate Wealth Management
Massachusetts
$260K +$35.4K +101 +16%
BRM
2163
Boston Research & Management
Massachusetts
$259K
NCM
2164
Noesis Capital Mangement
Florida
$259K
RM
2165
Resource Management
Louisiana
$258K +$351 +1 +0.1%
EWA
2166
ERTS Wealth Advisors
Michigan
$258K +$1.75K +5 +0.7%
BIA
2167
BHK Investment Advisors
Alabama
$258K +$3.51K +10 +1%
KIG
2168
Kowal Investment Group
Wisconsin
$258K +$258K +721 New
CA
2169
Continuum Advisory
Idaho
$258K +$258K +737 New
CCP
2170
Cardan Capital Partners
Colorado
$257K
LI
2171
LVZ Inc
Michigan
$257K +$1.05K +3 +0.4%
CAM
2172
Crestone Asset Management
Colorado
$255K -$27.4K -78 -10%
HWM
2173
Howard Wealth Management
Connecticut
$254K
CA
2174
Centerpoint Advisors
Massachusetts
$253K -$29.8K -85 -11%
MCM
2175
Monument Capital Management
Virginia
$252K +$5.97K +17 +2%