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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 %
FCIM
2276
Fairview Capital Investment Management
California
$273K -$137K -350 -33%
OFG
2277
Oxford Financial Group
Indiana
$273K +$273K +699 New
WWA
2278
WC Walker & Associates
California
$271K
SWM
2279
Selective Wealth Management
Virginia
$271K +$229K +585 +542%
NWM
2280
Northwest Wealth Management
Iowa
$270K
CAM
2281
Columbia Asset Management
Michigan
$268K +$48.9K +125 +22%
WW
2282
Westshore Wealth
California
$267K -$591K -1,512 -69%
MIM
2283
Moseley Investment Management
Florida
$267K
DAM
2284
Diamant Asset Management
Connecticut
$266K +$266K +680 New
OWA
2285
Octavia Wealth Advisors
Ohio
$266K +$266K +686 New
CAM
2286
Crestone Asset Management
Colorado
$265K +$3.52K +9 +1%
SA
2287
Shilanski & Associates
Alaska
$264K +$1.56K +4 +0.6%
BEI
2288
Benjamin Edwards Inc
Missouri
$263K +$70.6K +181 +37%
NRI
2289
NFP Retirement Inc
California
$263K +$391 +1 +0.1%
OCPWS
2290
One Charles Private Wealth Services
Massachusetts
$262K
CCA
2291
Column Capital Advisors
Indiana
$260K
APP
2292
Alpha Paradigm Partners
Illinois
$260K +$86.8K +222 +50%
MSA
2293
Marino Stram & Associates
Massachusetts
$259K -$5.4M -13,812 -95%
CVM
2294
Cheviot Value Management
California
$259K
BZWA
2295
Blue Zone Wealth Advisors
California
$257K
CFP
2296
Curran Financial Partners
South Carolina
$256K +$3.92K +10 +2%
FPIS
2297
Financial Planning & Information Services
Wisconsin
$255K +$4.3K +11 +2%
HPCM
2298
High Pointe Capital Management
Illinois
$254K
CWM
2299
Concentric Wealth Management
California
$254K
SNBOSD
2300
Security National Bank of So Dak
Iowa
$254K +$254K +651 New