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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 %
OFS
1701
Oldfather Financial Services
Nebraska
$568K
MWC
1702
MBM Wealth Consultants
Missouri
$568K +$16.5K +53 +3%
NB
1703
Nicolet Bankshares
Wisconsin
$566K +$19.6K +63 +4%
BOPW
1704
Brandywine Oak Private Wealth
Pennsylvania
$565K -$17.8K -57 -3%
RWP
1705
RWA Wealth Partners
Massachusetts
$565K +$9.36K +30 +2%
PMFA
1706
Plante Moran Financial Advisors
Michigan
$565K +$29.9K +96 +6%
JWM
1707
Jeppson Wealth Management
California
$565K +$565K +1,813 New
PWM
1708
PBMares Wealth Management
Virginia
$563K +$312 +1 +0.1%
CNB
1709
Camden National Bank
Maine
$562K -$9.36K -30 -2%
EP
1710
Edgestream Partners
New Jersey
$562K +$562K +1,802 New
TFS
1711
TrustCore Financial Services
Tennessee
$561K -$62.3K -200 -10%
JI
1712
Jeereddi Investments
California
$561K
IBOK
1713
Independence Bank of Kentucky
Kentucky
$561K +$23.4K +75 +4%
AWA
1714
Arkadios Wealth Advisors
Georgia
$560K -$110K -333 -16%
SWG
1715
Summit Wealth Group
Vermont
$557K
QP
1716
Quilter Plc
United Kingdom
$555K -$48K -154 -8%
NIA
1717
Northstar Investment Advisors
Colorado
$552K
BHBT
1718
Burke & Herbert Bank & Trust
Virginia
$547K +$136K +435 +33%
C
1719
Certuity
Florida
$546K +$277K +889 +103%
BBA
1720
Braun-Bostich & Associates
Pennsylvania
$544K +$78K +250 +17%
NSAM
1721
North Star Asset Management
Wisconsin
$541K
MWM
1722
MorganRosel Wealth Management
Colorado
$540K +$540K +1,731 New
EFSCE
1723
Enterprise Financial Services Corp (EFSC)
Missouri
$539K -$7.16K -23 -1%
QAM
1724
QCI Asset Management
New York
$539K +$15.9K +51 +3%
ANB
1725
Amarillo National Bank
Texas
$537K