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UnitedHealth

1,926 hedge funds and large institutions have $178B invested in UnitedHealth in 2019 Q3 according to their latest regulatory filings, with 92 funds opening new positions, 912 increasing their positions, 719 reducing their positions, and 113 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,926
Holders Change
-35
Holders Change %
-1.78%
% of All Funds
42.3%
Holding in Top 10
111
Holding in Top 10 Change
-37
Holding in Top 10 Change %
-25%
% of All Funds
2.44%
New
92
Increased
912
Reduced
719
Closed
113
Calls
$1.85B
Puts
$1.88B
Net Calls
-$22.5M
Net Calls Change
-$38.5M
Name Holding Trade Value Shares
Change
Shares
Change %
SFSIG
1351
San Francisco Sentry Investment Group
California
$723K -$435 -2 -0.1%
9WM
1352
9258 Wealth Management
Ohio
$719K +$86.1K +396 +14%
SP
1353
SWS Partners
Ohio
$718K -$71.2K -275 -9%
NERM
1354
New England Research & Management
Illinois
$717K -$114K -525 -14%
SMC
1355
Smith, Moore & Co
Missouri
$714K +$28K +129 +4%
THWM
1356
Taylor Hoffman Wealth Management
Virginia
$714K +$424K +1,953 +146%
BJL
1357
Brighton Jones LLC
Washington
$712K +$4.13K +19 +0.6%
TWM
1358
Tolleson Wealth Management
Texas
$710K
CWM
1359
Confluence Wealth Management
Oregon
$709K -$17.2K -79 -2%
CCA
1360
Cobblestone Capital Advisors
New York
$706K -$26.7K -123 -4%
GWCM
1361
Godshalk Welsh Capital Management
Pennsylvania
$706K
LB
1362
Legacy Bridge
Iowa
$703K -$28.9K -133 -4%
MC
1363
Miles Capital
Iowa
$703K -$9.13K -42 -1%
CFMC
1364
Curbstone Financial Management Corp
New Hampshire
$702K
WCM
1365
Whitener Capital Management
North Carolina
$698K -$2.17K -10 -0.3%
IC
1366
Inscription Capital
Texas
$698K +$698K +3,213 New
NFG
1367
Next Financial Group
Texas
$695K -$336K -1,549 -33%
AAS
1368
Annex Advisory Services
Wisconsin
$694K -$37.4K -172 -5%
SFM
1369
Signet Financial Management
New Jersey
$689K +$33.6K +132 +5%
OC
1370
Oakworth Capital
Alabama
$681K -$53.7K -247 -7%
RTC
1371
Riverview Trust Company
Washington
$676K
BWP
1372
Bernardo Wealth Planning
Pennsylvania
$673K
PI
1373
Pettee Investors
Connecticut
$673K +$32.6K +150 +5%
BMM
1374
Buffington Mohr McNeal
Idaho
$670K +$29.5K +136 +5%
MI
1375
Markston International
New York
$670K +$71.7K +330 +12%