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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 %
NC
2001
NewSquare Capital
Pennsylvania
$91K +$13.8K +55 +18%
FMP
2002
Financial Management Professionals
Texas
$89K
WCG
2003
Weaver Consulting Group
California
$89K
OFG
2004
OmniStar Financial Group
North Carolina
$83K +$83K +332 New
PFO
2005
Pathstone Family Office
New Jersey
$82K +$30.9K +122 +60%
YAL
2006
Your Advocates Ltd
Texas
$75K +$75K +300 New
TFGT
2007
TS Financial Group (TSFG)
Illinois
$73K
EWM
2008
EPG Wealth Management
Georgia
$71K -$259K -1,036 -78%
TCM
2009
Tradewinds Capital Management
Washington
$71K
FCM
2010
Firestone Capital Management
Florida
$67K -$9.18K -37 -12%
FWM
2011
Focused Wealth Management
New York
$67K +$251 +1 +0.4%
VEA
2012
Virtus ETF Advisers
New York
$66K +$10.5K +42 +19%
TJHA
2013
Thomas J. Herzfeld Advisors
Florida
$65K -$996 -4 -2%
BAM
2014
Bellevue Asset Management
Washington
$65K +$6.44K +22 +11%
WAS
2015
Winch Advisory Services
Wisconsin
$62K -$43.9K -175 -41%
LWM
2016
Lenox Wealth Management
Ohio
$62K +$18.8K +76 +43%
TCM
2017
TD Capital Management
Tennessee
$59K
KIG
2018
Kessler Investment Group
Indiana
$59K +$47K +188 +392%
FMTCOCP
2019
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$56K -$41.3K -165 -42%
SC
2020
Solstein Capital
California
$55K +$10.2K +41 +23%
EWP
2021
Engrave Wealth Partners
Texas
$54K -$16.2K -66 -23%
CFN
2022
Cordasco Financial Network
Florida
$52K +$28.2K +114 +119%
GWMIA
2023
Global Wealth Management Investment Advisory
Florida
$51K +$5.5K +22 +12%
SQA
2024
Simon Quick Advisors
New Jersey
$50K -$20.4K -82 -29%
WOC
2025
West Oak Capital
California
$50K