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UnitedHealth

2,502 hedge funds and large institutions have $307B invested in UnitedHealth in 2021 Q1 according to their latest regulatory filings, with 174 funds opening new positions, 1,135 increasing their positions, 900 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,502
Holders Change
+45
Holders Change %
+1.83%
% of All Funds
44.06%
Holding in Top 10
237
Holding in Top 10 Change
+25
Holding in Top 10 Change %
+11.79%
% of All Funds
4.17%
New
174
Increased
1,135
Reduced
900
Closed
105
Calls
$1.86B
Puts
$1.99B
Net Calls
-$133M
Net Calls Change
+$343M
Name Holding Trade Value Shares
Change
Shares
Change %
FMTCOCP
2351
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$177K +$101K +270 +132%
BEI
2352
Benjamin Edwards Inc
Missouri
$174K -$477K -1,282 -73%
LWANC
2353
Laurel Wealth Advisors (North Carolina)
North Carolina
$172K
WFA
2354
West Financial Advisors
Iowa
$167K
ACM
2355
AUA Capital Management
Pennsylvania
$166K
VCM
2356
Versant Capital Management
Arizona
$160K -$29.4K -79 -16%
GAM
2357
GVO Asset Management
Switzerland
$159K +$159K +428 New
JWM
2358
Janiczek Wealth Management
Colorado
$148K +$51.1K +137 +53%
NIC
2359
Northwest Investment Counselors
Oregon
$148K +$148K +398 New
HIM
2360
Hillsdale Investment Management
Ontario, Canada
$145K -$18.6K -50 -11%
Nisa Investment Advisors
2361
Nisa Investment Advisors
Missouri
$142K -$10.3K -27,765 -7%
OSNBOA
2362
Old Second National Bank of Aurora
Illinois
$139K
FFA
2363
Freedman Financial Associates
Massachusetts
$132K +$4.83K +13 +4%
AA
2364
AlphaCentric Advisors
Puerto Rico
$130K -$3.71K -10 -3%
CFN
2365
Cordasco Financial Network
Florida
$129K -$42.5K -114 -25%
SIS
2366
Sound Income Strategies
Florida
$126K +$53.9K +145 +75%
RP
2367
Rowlandmiller & Partners
Georgia
$125K
FWM
2368
Focused Wealth Management
New York
$124K +$373 +1 +0.3%
SIAP
2369
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$120K +$7.45K +20 +7%
SL
2370
Savior LLC
Massachusetts
$119K
TFGT
2371
TS Financial Group (TSFG)
Illinois
$119K
HI
2372
Human Investing
Oregon
$116K -$48.7K -131 -30%
SC
2373
Solstein Capital
California
$116K +$116K +313 New
BFG
2374
Baron Financial Group
New Jersey
$113K -$6.7K -18 -6%
BC
2375
Burleson & Co
California
$113K +$113K +302 New