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UnitedHealth

1,916 hedge funds and large institutions have $206B invested in UnitedHealth in 2018 Q4 according to their latest regulatory filings, with 250 funds opening new positions, 729 increasing their positions, 727 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,916
Holders Change
+136
Holders Change %
+7.64%
% of All Funds
42.76%
Holding in Top 10
279
Holding in Top 10 Change
+51
Holding in Top 10 Change %
+22.37%
% of All Funds
6.23%
New
250
Increased
729
Reduced
727
Closed
100
Calls
$1.55B
Puts
$1.63B
Net Calls
-$80.3M
Net Calls Change
-$151M
Name Holding Trade Value Shares
Change
Shares
Change %
ISL
1301
Ingalls & Snyder LLC
New York
$791K +$253K +1,014 +47%
OC
1302
Oakworth Capital
Alabama
$789K +$16.2K +65 +2%
HT
1303
Heritage Trust
Oklahoma
$785K
ACM
1304
Ashford Capital Management
Delaware
$780K
SBSB
1305
Sullivan, Bruyette, Speros & Blaney
Virginia
$775K +$12.2K +49 +2%
RTC
1306
Riverview Trust Company
Washington
$775K +$775K +3,110 New
SWM
1307
SeaCrest Wealth Management
New York
$773K -$307K -1,232 -28%
HPWM
1308
Highland Private Wealth Management
Washington
$772K -$4.98K -20 -0.6%
BCM
1309
Bluefin Capital Management
New York
$772K +$231K +929 +43%
BWP
1310
Bernardo Wealth Planning
Pennsylvania
$771K +$771K +3,095 New
PCM
1311
Perritt Capital Management
Illinois
$766K +$498 +2 +0.1%
NHC
1312
Nicholas Hoffman & Company
Georgia
$761K +$121K +487 +19%
CPA
1313
Court Place Advisors
Maryland
$757K -$9.97K -40 -1%
LWM
1314
Lyons Wealth Management
Florida
$753K -$70.7K -284 -9%
PSG
1315
Planning Solutions Group
Maryland
$753K +$753K +3,022 New
WF
1316
Welch & Forbes
Massachusetts
$749K -$50.9K -204 -6%
SSG
1317
Summit Securities Group
New York
$747K +$224K +900 +43%
IFWM
1318
Institute for Wealth Management
Colorado
$745K +$745K +2,996 New
QCM
1319
Quantinno Capital Management
New York
$738K +$738K +2,961 New
QI
1320
Qtron Investments
Massachusetts
$738K +$738K +2,964 New
F
1321
Filament
Washington
$733K -$92.6K -372 -11%
UAS
1322
United Asset Strategies
New York
$731K +$13.4K +54 +2%
GVAG
1323
Great Valley Advisor Group
Delaware
$730K +$730K +2,930 New
BAMCO Inc
1324
BAMCO Inc
New York
$727K +$124K +498 +21%
LC
1325
Lourd Capital
California
$725K +$149K +598 +26%