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UnitedHealth

2,156 hedge funds and large institutions have $245B invested in UnitedHealth in 2019 Q4 according to their latest regulatory filings, with 350 funds opening new positions, 783 increasing their positions, 812 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,156
Holders Change
+230
Holders Change %
+11.94%
% of All Funds
42.58%
Holding in Top 10
202
Holding in Top 10 Change
+91
Holding in Top 10 Change %
+81.98%
% of All Funds
3.99%
New
350
Increased
783
Reduced
812
Closed
89
Calls
$2.58B
Puts
$2.64B
Net Calls
-$56.2M
Net Calls Change
-$33.7M
Name Holding Trade Value Shares
Change
Shares
Change %
NERM
1751
New England Research & Management
Illinois
$382K -$588K -2,000 -61%
LWCFA
1752
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$382K +$115K +390 +43%
FIM
1753
Fernwood Investment Management
Massachusetts
$381K -$7.36K -25 -2%
SP
1754
Successful Portfolios
Florida
$379K -$58.2K -198 -13%
BWP
1755
Baldwin Wealth Partners
Massachusetts
$379K
EWM
1756
Endurance Wealth Management
Rhode Island
$378K -$636K -2,163 -63%
FRM
1757
Fox Run Management
Connecticut
$377K +$377K +1,282 New
RWM
1758
Ritholtz Wealth Management
New York
$376K +$107K +364 +40%
CC
1759
Courier Capital
New York
$375K +$2.06K +7 +0.6%
PV
1760
Private Vista
Illinois
$374K -$2.35K -8 -0.6%
FBA
1761
Front Barnett Associates
Illinois
$372K
JGIA
1762
Jackson Grant Investment Advisers
Connecticut
$372K +$1.18K +4 +0.3%
SL
1763
Stevard LLC
Illinois
$369K +$369K +1,255 New
MRI
1764
Mad River Investors
Massachusetts
$367K
SIAS
1765
Shine Investment Advisory Services
Colorado
$366K -$6.47K -22 -2%
CHP
1766
Cable Hill Partners
Oregon
$366K
CA
1767
Centerpoint Advisors
Massachusetts
$365K
WPC
1768
White Pine Capital
Minnesota
$365K
FA
1769
Fortis Advisors
Pennsylvania
$364K
EWA
1770
Exencial Wealth Advisors
Oklahoma
$364K +$7.93K +27 +2%
NWS
1771
Newport Wealth Strategies
California
$364K +$60.9K +210 +20%
CPIG
1772
Chicago Partners Investment Group
Illinois
$364K +$364K +1,209 New
VST
1773
Van Strum & Towne
California
$362K
AW
1774
Alpha Windward
Massachusetts
$361K +$3.83K +13 +1%
RI
1775
Rudd International
Florida
$358K -$51.1K -174 -13%