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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 %
BMC
2251
Beaton Management Company
Massachusetts
$210K +$210K +600 New
IAA
2252
Ironsides Asset Advisors
North Carolina
$210K +$210K +600 New
SAM
2253
SignalPoint Asset Management
Missouri
$209K -$24.5K -70 -10%
SHJ
2254
Sharkey, Howes & Javer
Colorado
$209K +$209K +595 New
GIP
2255
Greatmark Investment Partners
Georgia
$209K +$209K +596 New
UWPG
2256
Ullmann Wealth Partners Group
Florida
$208K -$33.4K -95 -14%
RZH
2257
Relyea Zuckerberg Hanson
Connecticut
$208K +$208K +593 New
DWP
2258
Destiny Wealth Partners
Florida
$208K +$208K +594 New
AP
2259
Adero Partners
California
$207K +$207K +589 New
CC
2260
Centiva Capital
New York
$207K +$207K +589 New
W
2261
WealthOne
New York
$206K -$33.3K -95 -14%
MHR
2262
Matthew Hamilton Rosenberg
$206K
SN
2263
Sittner & Nelson
Oregon
$206K +$206K +587 New
APC
2264
Aspire Private Capital
North Carolina
$205K +$3.86K +11 +2%
TFF
2265
The Family Firm
Maryland
$205K +$205K +583 New
TSS
2266
Two Sigma Securities
New York
$204K -$238K -679 -54%
HFS
2267
Horizon Financial Services
North Carolina
$203K
PCMK
2268
Paragon Capital Management (Kansas)
Kansas
$202K +$202K +576 New
TFO
2269
Tarbox Family Office
California
$201K
DWA
2270
Dougherty Wealth Advisers
Minnesota
$200K
SSC
2271
Syverson Strege & Co
Iowa
$200K +$200K +569 New
CAS
2272
Coppell Advisory Solutions
Texas
$200K +$200K +571 New
IRC
2273
Investors Research Corp
Georgia
$198K
SLF
2274
Sun Life Financial
Ontario, Canada
$196K -$2.8K -8 -1%
RIM
2275
Rockbridge Investment Management
New York
$190K +$4.9K +14 +3%