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UnitedHealth

2,502 hedge funds and large institutions have $307B invested in UnitedHealth in 2021 Q1 according to their latest regulatory filings, with 174 funds opening new positions, 1,135 increasing their positions, 900 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,502
Holders Change
+45
Holders Change %
+1.83%
% of All Funds
44.06%
Holding in Top 10
237
Holding in Top 10 Change
+25
Holding in Top 10 Change %
+11.79%
% of All Funds
4.17%
New
174
Increased
1,135
Reduced
900
Closed
105
Calls
$1.86B
Puts
$1.99B
Net Calls
-$133M
Net Calls Change
+$343M
Name Holding Trade Value Shares
Change
Shares
Change %
BFS
2226
Bickling Financial Services
Massachusetts
$264K +$745 +2 +0.3%
BWM
2227
Benchmark Wealth Management
Connecticut
$264K +$5.59K +15 +2%
PWLP
2228
Prio Wealth Limited Partnership
Massachusetts
$263K -$118K -317 -31%
JHCP
2229
Jackson Hole Capital Partners
Oklahoma
$263K
CFP
2230
Curran Financial Partners
South Carolina
$262K
SFG
2231
StrategIQ Financial Group
Indiana
$260K
TWP
2232
TFO Wealth Partners
Ohio
$260K
POIA
2233
Pin Oak Investment Advisors
Texas
$259K -$49.8K -134 -16%
GKWIM
2234
Gerber Kawasaki Wealth & Investment Management
California
$259K +$36.4K +98 +16%
BIA
2235
BHK Investment Advisors
Alabama
$258K
MPCG
2236
Matrix Private Capital Group
New York
$257K -$7.07K -19 -3%
WDA
2237
Wendell David Associates
New Hampshire
$257K +$17.8K +48 +7%
PBC
2238
Pavion Blue Capital
California
$254K
MIM
2239
Moseley Investment Management
Florida
$253K +$1.49K +4 +0.6%
WWA
2240
WC Walker & Associates
California
$252K
FPIS
2241
Financial Planning & Information Services
Wisconsin
$252K +$13.4K +36 +6%
IWA
2242
Intercontinental Wealth Advisors
Texas
$250K -$7.08K -19 -3%
SA
2243
Shilanski & Associates
Alaska
$250K -$744 -2 -0.3%
BIA
2244
Barry Investment Advisors
Massachusetts
$250K +$4.09K +11 +2%
NRI
2245
NFP Retirement Inc
California
$250K +$744 +2 +0.3%
CAM
2246
Crestone Asset Management
Colorado
$249K -$21.2K -57 -8%
SGI
2247
Summit Global Investments
Utah
$249K +$17.1K +46 +7%
CCA
2248
Column Capital Advisors
Indiana
$248K -$5.58K -15 -2%
IAP
2249
Indie Asset Partners
Indiana
$247K
V
2250
VeraBank
Texas
$246K