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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 %
CAM
2426
Costello Asset Management
Pennsylvania
$45K
IRC
2427
Investors Research Corp
Georgia
$43K -$167K -450 -80%
PCFFS
2428
Pacific Center for Financial Services
California
$41K
FI
2429
FormulaFolio Investments
Michigan
$40K -$4.03M -9,771 -99%
IPW
2430
IronBridge Private Wealth
Texas
$40K
GAM
2431
Grandview Asset Management
Pennsylvania
$40K +$40K +108 New
SPWG
2432
Sage Private Wealth Group
Illinois
$38K
CG
2433
Cutler Group
California
$37K +$21.1K +57 +133%
FRA
2434
Front Row Advisors
California
$36K -$375 -1 -1%
ARMC
2435
American Research & Management Company
Massachusetts
$35K -$18.4K -50 -34%
APWA
2436
Atlas Private Wealth Advisors
New Jersey
$35K +$11.1K +30 +46%
OAJ
2437
Ogorek Anthony Joseph
New York
$29K
HF
2438
Halpern Financial
Virginia
$27.2K -$2.23K -6 -8%
AWM
2439
Activest Wealth Management
Florida
$27K +$27K +73 New
HH
2440
HWG Holdings
Texas
$26K -$40.7K -108 -61%
SFP
2441
Sterling Financial Planning
New Jersey
$25K
HWM
2442
HighMark Wealth Management
Minnesota
$25K +$4.78K +13 +24%
EWM
2443
Edge Wealth Management
New York
$25K +$9.7K +26 +63%
FPB
2444
First PREMIER Bank
South Dakota
$24K
WLPWM
2445
Walled Lake Planning & Wealth Management
Illinois
$24K
PA
2446
Perennial Advisors
New York
$24K +$24K +65 New
CMA
2447
Cedar Mountain Advisors
Oregon
$23K
HC
2448
Hoese & Co
Minnesota
$23K +$23K +63 New
LWP
2449
Lumature Wealth Partners
Georgia
$22K +$22K +60 New
JMF
2450
Johnson Midwest Financial
Iowa
$21K