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UnitedHealth

2,231 hedge funds and large institutions have $259B invested in UnitedHealth in 2020 Q3 according to their latest regulatory filings, with 134 funds opening new positions, 970 increasing their positions, 852 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,231
Holders Change
+30
Holders Change %
+1.36%
% of All Funds
45.13%
Holding in Top 10
200
Holding in Top 10 Change
-37
Holding in Top 10 Change %
-15.61%
% of All Funds
4.05%
New
134
Increased
970
Reduced
852
Closed
79
Calls
$1.96B
Puts
$2.41B
Net Calls
-$451M
Net Calls Change
-$131M
Name Holding Trade Value Shares
Change
Shares
Change %
PP
1551
PDS Planning
Ohio
$814K +$60.5K +194 +8%
ACS
1552
Archford Capital Strategies
Illinois
$812K +$8.11K +26 +1%
MFG
1553
Monte Financial Group
Connecticut
$807K -$13.1K -42 -2%
SFA
1554
Semmax Financial Advisors
North Carolina
$807K +$76.1K +244 +10%
ECG
1555
Edge Capital Group
Georgia
$805K +$84.8K +272 +12%
IC
1556
Investment Counsel
Michigan
$803K
1W
1557
1776 Wealth
Georgia
$801K -$19.6K -63 -2%
AL
1558
Aspiriant LLC
California
$799K -$40.5K -130 -5%
BMO
1559
Beck Mack & Oliver
New York
$794K
FC
1560
Ferris Capital
Massachusetts
$793K +$16.8K +54 +2%
FP
1561
Financial Perspectives
Minnesota
$792K +$104K +335 +15%
AW
1562
ACG Wealth
Georgia
$790K -$3.74K -12 -0.5%
HA
1563
Harfst & Associates
Wyoming
$790K +$37.1K +119 +5%
AFP
1564
Ausdal Financial Partners
Iowa
$790K +$51.4K +178 +7%
LWCFA
1565
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$787K -$73.6K -236 -9%
PCM
1566
Perritt Capital Management
Illinois
$782K -$17.2K -55 -2%
KCM
1567
Kanawha Capital Management
Virginia
$782K +$2.81K +9 +0.4%
STA
1568
Summit Trail Advisors
New York
$781K +$385K +1,085 +97%
AAP
1569
Ardsley Advisory Partners
Connecticut
$779K
DBT
1570
Dubuque Bank & Trust
Iowa
$777K
TF
1571
Trek Financial
Arizona
$776K +$169K +543 +28%
DWM
1572
Darwin Wealth Management
Florida
$774K -$505K -1,620 -39%
CWM
1573
Cordatus Wealth Management
Pennsylvania
$773K +$65.2K +209 +9%
CIAS
1574
Capital Investment Advisory Services
North Carolina
$769K -$431K -1,382 -36%
FCM
1575
Fairbanks Capital Management
California
$769K