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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 %
EW
2201
Element Wealth
Mississippi
$323K -$1.56K -4 -0.5%
OIS
2202
Okabena Investment Services
Minnesota
$321K -$1.08M -2,769 -77%
SAG
2203
Spotlight Asset Group
Illinois
$321K -$118K -301 -27%
OWM
2204
Orgel Wealth Management
Wisconsin
$320K +$21.5K +55 +7%
NWA
2205
New World Advisors
Massachusetts
$319K +$319K +711 New
CIG
2206
Cairn Investment Group
Washington
$318K +$11.7K +30 +4%
BIA
2207
BHK Investment Advisors
Alabama
$317K
FBT
2208
First Bank & Trust
South Dakota
$317K +$12.9K +33 +4%
IIA
2209
IPG Investment Advisors
California
$316K +$7.03K +18 +2%
EPP
2210
ETF Portfolio Partners
Kansas
$316K
BBL
2211
Beck Bode LLC
Massachusetts
$314K -$3.52K -9 -1%
KCPG
2212
Kavar Capital Partners Group
Kansas
$313K
TWMP
2213
Taylor Wealth Management Partners
Massachusetts
$312K +$39.4K +101 +14%
WAG
2214
Winthrop Advisory Group
Massachusetts
$311K -$82.7K -212 -21%
SW
2215
SkyOak Wealth
Michigan
$311K -$25K -64 -7%
FFG
2216
Fortem Financial Group
California
$310K
TA
2217
Trellis Advisors
Washington
$309K
SAM
2218
SignalPoint Asset Management
Missouri
$309K +$1.57K +4 +0.5%
BWM
2219
Baystate Wealth Management
Massachusetts
$309K +$14.5K +37 +5%
RG
2220
Rathbones Group
United Kingdom
$308K -$56.4K -144 -15%
NCM
2221
Noesis Capital Mangement
Florida
$308K
JCM
2222
Jag Capital Management
Missouri
$307K
EAM
2223
Evanson Asset Management
California
$307K
RWP
2224
Ridgecrest Wealth Partners
California
$306K -$18.4K -47 -6%
WPC
2225
Waters Parkerson & Co
Louisiana
$306K -$9.78K -25 -3%