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UnitedHealth

2,113 hedge funds and large institutions have $207B invested in UnitedHealth in 2020 Q1 according to their latest regulatory filings, with 153 funds opening new positions, 888 increasing their positions, 889 reducing their positions, and 166 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,113
Holders Change
-43
Holders Change %
-1.99%
% of All Funds
46.68%
Holding in Top 10
231
Holding in Top 10 Change
+29
Holding in Top 10 Change %
+14.36%
% of All Funds
5.1%
New
153
Increased
888
Reduced
889
Closed
166
Calls
$1.69B
Puts
$2.02B
Net Calls
-$335M
Net Calls Change
-$279M
Name Holding Trade Value Shares
Change
Shares
Change %
TCM
1776
Traynor Capital Management
Pennsylvania
$307K +$307K +1,232 New
BWA
1777
Beam Wealth Advisors
Louisiana
$306K +$306K +1,226 New
AIM
1778
Alhambra Investment Management
Florida
$305K -$19.9K -80 -6%
GCM
1779
Gables Capital Management
Florida
$305K +$57.9K +232 +23%
RI
1780
Rudd International
Florida
$304K +$249 +1 +0.1%
FC
1781
Financial Consulate
Maryland
$304K +$39.1K +157 +15%
SSWM
1782
Smith Salley Wealth Management
North Carolina
$304K +$125K +500 +70%
ATC
1783
Adirondack Trust Company
New York
$303K +$16.2K +65 +6%
RFM
1784
Royal Fund Management
Florida
$303K +$114K +459 +61%
SNT
1785
Security National Trust
West Virginia
$302K +$54.4K +218 +22%
IFG
1786
Investors Financial Group
Minnesota
$301K -$28.4K -114 -9%
FA
1787
Fortis Advisors
Pennsylvania
$301K -$7.74K -31 -3%
CWM
1788
Cornerstone Wealth Management
Missouri
$301K +$123K +493 +69%
PIA
1789
Perennial Investment Advisors
California
$300K +$4.97K +20 +2%
EWM
1790
Empirical Wealth Management
Washington
$300K +$34.2K +137 +13%
FMW
1791
Farr Miller & Washington
District of Columbia
$300K +$40.9K +164 +16%
BCM
1792
Brookmont Capital Management
Texas
$299K -$100K -402 -25%
NEAM
1793
New England Asset Management
Connecticut
$299K
GC
1794
Grace Capital
Massachusetts
$299K
GA
1795
Geller Advisors
New York
$298K -$51.2K -205 -15%
IC
1796
InterOcean Capital
Illinois
$295K +$42.1K +169 +17%
SEIA
1797
Signature Estate & Investment Advisors
California
$294K -$94.2K -378 -24%
CFA
1798
CWS Financial Advisors
Michigan
$294K
EHC
1799
Everett Harris & Co
California
$294K +$33.7K +135 +13%
LC
1800
Lindbrook Capital
California
$293K -$122K -490 -29%