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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 %
CVM
2301
Cheviot Value Management
California
$265K +$6.8K +17 +3%
G
2302
GenTrust
Florida
$264K
BZWA
2303
Blue Zone Wealth Advisors
California
$263K -$33.2K -83 -11%
TWP
2304
Treybourne Wealth Planners
Indiana
$262K
CAL
2305
Capital Advisors Ltd
Ohio
$262K +$250K +625 +2,155%
SNBOSCI
2306
Security National Bank of Sioux City Iowa
Iowa
$261K +$261K +651 New
HPCM
2307
High Pointe Capital Management
Illinois
$260K
CWM
2308
Concentric Wealth Management
California
$260K
IAP
2309
Indie Asset Partners
Indiana
$258K -$8K -20 -3%
CFP
2310
Curran Financial Partners
South Carolina
$257K -$24.8K -62 -9%
FPIS
2311
Financial Planning & Information Services
Wisconsin
$257K -$14.4K -36 -5%
AIM
2312
Axiom Investment Management
New York
$257K -$2K -5 -0.8%
LDB
2313
Lee, Danner & Bass
Tennessee
$257K
FWC
2314
First Washington Corp
Washington
$257K
PLFAM
2315
Pineno Levin & Ford Asset Management
Virginia
$256K
BDF
2316
Black Diamond Financial
Maryland
$255K
P
2317
&Partners
Tennessee
$253K +$2.4K +6 +1%
IMA
2318
Investment Management Associates
Colorado
$252K +$8.41K +21 +3%
RQS
2319
Ramsey Quantitative Systems
Kentucky
$252K +$252K +630 New
BHA
2320
Beech Hill Advisors
New York
$250K -$12.4K -31 -5%
CA
2321
CapWealth Advisors
Tennessee
$249K +$6.81K +17 +3%
ITIM
2322
Indiana Trust & Investment Management
Indiana
$249K +$35.7K +102 +17%
SGI
2323
Summit Global Investments
Utah
$247K -$20.8K -52 -8%
MGIM
2324
M&G Investment Management
United Kingdom
$246K +$2.83K +7,083 +1%
MHR
2325
Matthew Hamilton Rosenberg
$245K +$10K +25 +4%