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UnitedHealth

1,926 hedge funds and large institutions have $178B invested in UnitedHealth in 2019 Q3 according to their latest regulatory filings, with 92 funds opening new positions, 912 increasing their positions, 719 reducing their positions, and 113 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,926
Holders Change
-35
Holders Change %
-1.78%
% of All Funds
42.3%
Holding in Top 10
111
Holding in Top 10 Change
-37
Holding in Top 10 Change %
-25%
% of All Funds
2.44%
New
92
Increased
912
Reduced
719
Closed
113
Calls
$1.85B
Puts
$1.88B
Net Calls
-$22.5M
Net Calls Change
-$38.5M
Name Holding Trade Value Shares
Change
Shares
Change %
BSB
2001
Bangor Savings Bank
Maine
-$226K -927 Closed
OCM
2002
One Capital Management
California
-$226K -926 Closed
CWM
2003
Cornerstone Wealth Management
Missouri
-$225K -922 Closed
WAG
2004
Winthrop Advisory Group
Massachusetts
-$224K -919 Closed
DHFB
2005
Dixon Hubard Feinour & Brown
Virginia
-$222K -910 Closed
MIM
2006
Moseley Investment Management
Florida
-$222K -908 Closed
KC
2007
Kingfisher Capital
North Carolina
-$221K -905 Closed
CWM
2008
Concentric Wealth Management
California
-$220K -900 Closed
EHC
2009
Everett Harris & Co
California
-$215K -883 Closed
MWM
2010
Mascoma Wealth Management
New Hampshire
-$214K -879 Closed
CG
2011
Corundum Group
Colorado
-$214K -877 Closed
DAM
2012
Diamant Asset Management
Connecticut
-$209K -855 Closed
AIM
2013
Axiom Investment Management
New York
-$207K -853 Closed
IIA
2014
IPG Investment Advisors
California
-$206K -846 Closed
PCM
2015
Poehling Capital Management
Wisconsin
-$206K -845 Closed
HCM
2016
Hengehold Capital Management
Ohio
-$206K -845 Closed
DWM
2017
Doyle Wealth Management
Florida
-$205K -839 Closed
HFA
2018
Hoover Financial Advisors
Pennsylvania
-$201K -823 Closed
AIM
2019
Aspen Investment Management
Michigan
-$201K -823 Closed
PPCM
2020
Pillar Pacific Capital Management
California
-$201K -822 Closed
BFG
2021
Barber Financial Group
Kansas
-$201K -822 Closed
CWA
2022
Clarus Wealth Advisors
Arizona
-$166K -680 Closed
DWM
2023
Destination Wealth Management
California
-$161K -658 Closed
SHJ
2024
Sharkey, Howes & Javer
Colorado
-$156K -641 Closed
LA
2025
Legacy Advisors
Pennsylvania
-$148K -606 Closed