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UnitedHealth

2,201 hedge funds and large institutions have $246B invested in UnitedHealth in 2020 Q2 according to their latest regulatory filings, with 196 funds opening new positions, 940 increasing their positions, 835 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,201
Holders Change
+88
Holders Change %
+4.16%
% of All Funds
45.24%
Holding in Top 10
237
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+2.6%
% of All Funds
4.87%
New
196
Increased
940
Reduced
835
Closed
88
Calls
$1.93B
Puts
$2.25B
Net Calls
-$320M
Net Calls Change
+$15.1M
Name Holding Trade Value Shares
Change
Shares
Change %
PBO
2001
Peoples Bank (Ohio)
Ohio
$230K +$230K +780 New
ZIC
2002
ZWJ Investment Counsel
Georgia
$227K -$1.15M -3,907 -84%
BFG
2003
Barber Financial Group
Kansas
$227K +$227K +769 New
HWM
2004
Howard Wealth Management
Connecticut
$227K +$227K +772 New
RWA
2005
Ropes Wealth Advisors
Massachusetts
$226K -$35.2K -119 -13%
QPWM
2006
Quadrant Private Wealth Management
Pennsylvania
$226K +$226K +765 New
FAM
2007
Flaharty Asset Management
Florida
$226K +$226K +767 New
GIA
2008
Guyasuta Investment Advisors
Pennsylvania
$226K +$226K +767 New
BSAM
2009
Blue Square Asset Management
New York
$226K +$226K +767 New
LIA
2010
LBMC Investment Advisors
Tennessee
$225K +$225K +762 New
NRI
2011
NFP Retirement Inc
California
$223K +$223K +755 New
LW
2012
Linscomb Wealth
Texas
$222K -$38.4K -130 -15%
EWA
2013
Evolution Wealth Advisors
Florida
$222K -$16.8K -57 -7%
OWM
2014
Orgel Wealth Management
Wisconsin
$222K +$222K +752 New
APW
2015
Austin Private Wealth
Texas
$222K +$222K +752 New
CCFM
2016
Clear Creek Financial Management
Washington
$222K +$222K +756 New
FA
2017
Fortis Advisors
Pennsylvania
$221K -$134K -456 -38%
WS
2018
Wela Strategies
Georgia
$221K +$221K +748 New
MC
2019
Matisse Capital
Oregon
$221K +$221K +750 New
JCM
2020
Jag Capital Management
Missouri
$219K +$219K +744 New
BRM
2021
Boston Research & Management
Massachusetts
$218K -$23K -78 -10%
NCM
2022
Noesis Capital Mangement
Florida
$218K +$218K +739 New
SW
2023
SteelPeak Wealth
California
$218K +$218K +739 New
CCP
2024
Cardan Capital Partners
Colorado
$216K +$216K +733 New
TA
2025
Trellis Advisors
Washington
$215K +$215K +728 New