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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 %
PA
2251
Probity Advisors
Texas
$296K -$7.22K -18 -2%
BRM
2252
Boston Research & Management
Massachusetts
$296K
LI
2253
LVZ Inc
Michigan
$295K +$801 +2 +0.3%
WB
2254
Webster Bank
Connecticut
$294K -$18K -45 -6%
CWP
2255
Curated Wealth Partners
California
$294K -$14K -35 -5%
BFIM
2256
Beese Fulmer Investment Management
Ohio
$293K +$293K +732 New
LF
2257
Lantz Financial
Illinois
$292K -$28.8K -72 -9%
PWLP
2258
Prio Wealth Limited Partnership
Massachusetts
$292K +$8.8K +22 +3%
IP
2259
Innovative Portfolios
Indiana
$291K +$2K +5 +0.7%
YMRC
2260
Yorktown Management & Research Company
Virginia
$290K
LL
2261
LPWM LLC
Minnesota
$290K +$290K +703 New
DWP
2262
Destiny Wealth Partners
Florida
$289K +$45.3K +113 +19%
HWM
2263
Howard Wealth Management
Connecticut
$288K
PG
2264
Pendal Group
Australia
$287K
MCM
2265
Monument Capital Management
Virginia
$287K
HCM
2266
Hodges Capital Management
Texas
$287K +$40.1K +100 +16%
BSSFA
2267
Baron Silver Stevens Financial Advisors
Florida
$287K +$287K +718 New
CG
2268
Corundum Group
Colorado
$286K -$10K -25 -3%
CIC
2269
Chase Investment Counsel
Virginia
$285K
BFS
2270
Bickling Financial Services
Massachusetts
$285K +$401 +1 +0.1%
ZIG
2271
Zuckerman Investment Group
Illinois
$285K +$36.1K +90 +14%
JHCP
2272
Jackson Hole Capital Partners
Oklahoma
$284K
BWM
2273
Benchmark Wealth Management
Connecticut
$284K +$401 +1 +0.1%
WWA
2274
WC Walker & Associates
California
$283K
FPFS
2275
First Personal Financial Services
North Carolina
$282K +$32K +80 +13%