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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 %
IFWM
1601
Institute for Wealth Management
Colorado
$715K -$41.5K -133 -5%
BL
1602
BFSG LLC
California
$713K +$63.9K +205 +10%
WC
1603
Westhampton Capital
North Carolina
$712K -$17.4K -56 -2%
EWM
1604
Endurance Wealth Management
Rhode Island
$712K +$16.5K +53 +2%
AWM
1605
Aevitas Wealth Management
Massachusetts
$711K +$110K +354 +18%
SIM
1606
SSI Investment Management
California
$710K -$348K -1,115 -33%
CWM
1607
Confluence Wealth Management
Oregon
$709K +$6.52K +30 +0.9%
CAGAS
1608
Capital Advisory Group Advisory Services
Minnesota
$708K -$6.55K -21 -0.9%
ODCM
1609
Old Dominion Capital Management
Virginia
$704K +$32.4K +104 +5%
T
1610
TRUADVICE
Florida
$701K +$701K +2,170 New
ESB
1611
Essex Savings Bank
Connecticut
$696K +$3.74K +12 +0.5%
BA
1612
Ballast Advisors
Minnesota
$694K
HCM
1613
Hollencrest Capital Management
California
$694K +$12.5K +40 +2%
FAN
1614
Financial Advisors Network
California
$693K -$102K -326 -13%
CA
1615
Claro Advisors
Massachusetts
$693K +$62.4K +200 +10%
AG
1616
AlphaSimPlex Group
Massachusetts
$692K +$692K +2,221 New
SWM
1617
SVA Wealth Management
Wisconsin
$691K -$8.74K -28 -1%
EWA
1618
EP Wealth Advisors
California
$688K -$443K -1,423 -39%
AFWM
1619
AMJ Financial Wealth Management
Virginia
$688K +$10.6K +34 +2%
RCM
1620
Requisite Capital Management
Texas
$687K +$468K +1,500 +213%
AAIM
1621
Asset Advisors Investment Management
Georgia
$686K -$312 -1 -0%
WP
1622
WealthShield Partners
North Carolina
$682K +$233K +747 +52%
FFWA
1623
FRG Family Wealth Advisors
Washington
$681K
IWS
1624
Insight Wealth Strategies
California
$679K +$74.9K +240 +12%
WA
1625
Wambolt & Associates
Colorado
$678K +$82.3K +264 +14%