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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 %
SF
2226
Symphony Financial
Texas
$305K -$196K -489 -39%
DIM
2227
Delta Investment Management
California
$304K +$1.17K +3 +0.4%
CFA
2228
Capstone Financial Advisors
Illinois
$303K -$129K -330 -30%
ZIG
2229
Zuckerman Investment Group
Illinois
$302K +$24.6K +63 +9%
AOWM
2230
Alpha Omega Wealth Management
Virginia
$300K -$30.1K -77 -9%
WAM
2231
Wolverine Asset Management
Illinois
$300K +$300K +768 New
RI
2232
Redwood Investments
Massachusetts
$299K
NOI
2233
Newton One Investments
Delaware
$299K
NG
2234
Northstar Group
New York
$298K
LNWTC
2235
Laird Norton Wetherby Trust Company
Washington
$296K +$61.2K +157 +26%
AFA
2236
American Financial Advisors
Georgia
$295K
SSC
2237
Syverson Strege & Co
Iowa
$294K +$63K +161 +27%
WDG
2238
Wealth Dimensions Group
Ohio
$294K +$294K +751 New
MC
2239
Matisse Capital
Oregon
$293K
BSAM
2240
Blue Square Asset Management
New York
$293K
MSR
2241
Main Street Research
Connecticut
$291K
AWG
2242
Altus Wealth Group
Colorado
$290K
GFPC
2243
Global Financial Private Client
Florida
$290K -$61.6K -157 -18%
BRM
2244
Boston Research & Management
Massachusetts
$289K
LI
2245
LVZ Inc
Michigan
$289K +$782 +2 +0.3%
DI
2246
DFPG Investments
Utah
$289K +$47.5K +113 +20%
FRM
2247
Fox Run Management
Connecticut
$288K +$288K +738 New
PSIWM
2248
Paradigm Strategies in Wealth Management
Minnesota
$287K -$18.8K -48 -6%
MCM
2249
Monument Capital Management
Virginia
$287K +$6.64K +17 +2%
TFF
2250
The Family Firm
Maryland
$287K +$26.5K +61 +10%