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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 %
HHGA
1576
Halbert Hargrove Global Advisors
California
$331K -$13.2K -53 -4%
WI
1577
Wedgewood Investors
Pennsylvania
$329K
LWA
1578
Lenox Wealth Advisors
New York
$327K
FFG
1579
Fortem Financial Group
California
$326K +$326K +1,310 New
LSC
1580
Lesa Sroufe & Co
Washington
$325K
WLIM
1581
White Lighthouse Investment Management
Massachusetts
$325K +$21.2K +85 +7%
ACM
1582
Armbruster Capital Management
New York
$324K -$26.4K -106 -8%
AFP
1583
Ausdal Financial Partners
Iowa
$323K -$75.4K -303 -19%
AWA
1584
AmeriServ Wealth Advisors
Pennsylvania
$323K +$44.9K +180 +16%
VC
1585
Vicus Capital
Pennsylvania
$322K -$10.2K -41 -3%
VCA
1586
Verdence Capital Advisors
Maryland
$322K -$2.49K -10 -0.8%
IP
1587
Investment Partners
Ohio
$322K +$322K +1,292 New
BWP
1588
Baldwin Wealth Partners
Massachusetts
$320K +$8.72K +35 +3%
RA
1589
Rational Advisors
New York
$319K -$497K -1,990 -61%
CP
1590
Camelot Portfolios
Ohio
$319K -$228K -915 -42%
AIP
1591
Almanack Investment Partners
Pennsylvania
$316K +$7.22K +29 +2%
PPP
1592
Private Portfolio Partners
New Jersey
$316K +$316K +1,268 New
FIM
1593
Fernwood Investment Management
Massachusetts
$315K +$15.7K +63 +5%
KTA
1594
Keeley-Teton Advisors
Illinois
$312K +$995 +4 +0.3%
HAIM
1595
Hunter Associates Investment Management
Pennsylvania
$311K
EWM
1596
Endurance Wealth Management
Rhode Island
$311K
BFPW
1597
BOK Financial Private Wealth
Colorado
$310K +$310K +1,245 New
CWM
1598
Cornerstone Wealth Management
Missouri
$306K -$38.5M -159,079 -99%
IC
1599
Investment Counsel
Michigan
$305K
MWM
1600
Marietta Wealth Management
Georgia
$305K