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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 %
RWG
2201
Regal Wealth Group
California
$332K +$801 +2 +0.2%
EW
2202
Element Wealth
Mississippi
$332K +$7.6K +19 +2%
RWP
2203
Ridgecrest Wealth Partners
California
$332K +$9.6K +24 +3%
NCM
2204
Noesis Capital Mangement
Florida
$331K -$8.4K -20 -2%
SGK
2205
Steigerwald Gordon & Koch
Virginia
$331K -$6K -15 -2%
SFPG
2206
Stonebridge Financial Planning Group
Florida
$329K +$14.5K +35 +5%
BBL
2207
Beck Bode LLC
Massachusetts
$325K -$4K -10 -1%
EPP
2208
ETF Portfolio Partners
Kansas
$324K -$120K -300 -27%
CCM
2209
Chickasaw Capital Management
Tennessee
$324K
BIA
2210
BHK Investment Advisors
Alabama
$324K +$30K +75 +10%
FRA
2211
Frank Rimerman Advisors
California
$324K
WPC
2212
Waters Parkerson & Co
Louisiana
$323K +$10K +25 +3%
NIM
2213
NuWave Investment Management
New Jersey
$323K +$323K +806 New
V
2214
VeraBank
Texas
$322K +$58K +145 +22%
KCPG
2215
Kavar Capital Partners Group
Kansas
$320K
CFA
2216
CWS Financial Advisors
Michigan
$320K +$4.01K +10 +1%
FFG
2217
Fortem Financial Group
California
$318K +$6.82K +17 +2%
RFG
2218
Range Financial Group
Oregon
$318K +$318K +795 New
FANJ
2219
Financial Architects (New Jersey)
New Jersey
$317K -$99.3K -248 -24%
TA
2220
Trellis Advisors
Washington
$317K -$1.6K -4 -0.5%
IIA
2221
IPG Investment Advisors
California
$317K -$26K -65 -8%
RWA
2222
RGT Wealth Advisors
Texas
$316K -$44.8K -112 -12%
KA
2223
Klingman & Associates
New York
$316K +$17.2K +43 +6%
JCM
2224
Jag Capital Management
Missouri
$315K +$3.21K +8 +1%
SAM
2225
SignalPoint Asset Management
Missouri
$315K +$9.62K +24 +3%