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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 %
LAS
2376
Lloyd Advisory Services
Georgia
$43K
PWA
2377
Phoenix Wealth Advisors
North Carolina
$43K +$43K +122 New
CAM
2378
Costello Asset Management
Pennsylvania
$42K +$35K +100 +500%
HL
2379
Harding Loevner
New Jersey
$39K -$7.73K -22 -17%
PCFFS
2380
Pacific Center for Financial Services
California
$39K
IPW
2381
IronBridge Private Wealth
Texas
$37K +$37K +107 New
SPWG
2382
Sage Private Wealth Group
Illinois
$36K +$36K +103 New
FWM
2383
FSA Wealth Management
Massachusetts
$35K +$35K +100 New
FRA
2384
Front Row Advisors
California
$34K
HF
2385
Halpern Financial
Virginia
$27.7K
OAJ
2386
Ogorek Anthony Joseph
New York
$27K
AWM
2387
Accel Wealth Management
Iowa
$26K +$26K +73 New
APC
2388
Asset Planning Corporation
Tennessee
$24K +$24K +68 New
FPB
2389
First PREMIER Bank
South Dakota
$23K
APWA
2390
Atlas Private Wealth Advisors
New Jersey
$23K
SFP
2391
Sterling Financial Planning
New Jersey
$23K +$23K +67 New
RFWA
2392
RPg Family Wealth Advisory
Massachusetts
$22.4K
WLPWM
2393
Walled Lake Planning & Wealth Management
Illinois
$22K
AP
2394
Arlington Partners
Alabama
$22K +$22K +62 New
GWMIA
2395
Global Wealth Management Investment Advisory
Florida
$21K -$6.54K -19 -24%
CMA
2396
Cedar Mountain Advisors
Oregon
$21K
FGAM
2397
Financial Gravity Asset Management
Texas
$20K +$20K +56 New
JMF
2398
Johnson Midwest Financial
Iowa
$20K +$20K +56 New
LWP
2399
Laurel Wealth Planning
Minnesota
$20K +$20K +57 New
HWM
2400
HighMark Wealth Management
Minnesota
$19K +$7.26K +21 +62%