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UnitedHealth

2,231 hedge funds and large institutions have $259B invested in UnitedHealth in 2020 Q3 according to their latest regulatory filings, with 134 funds opening new positions, 970 increasing their positions, 852 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,231
Holders Change
+30
Holders Change %
+1.36%
% of All Funds
45.13%
Holding in Top 10
200
Holding in Top 10 Change
-37
Holding in Top 10 Change %
-15.61%
% of All Funds
4.05%
New
134
Increased
970
Reduced
852
Closed
79
Calls
$1.96B
Puts
$2.41B
Net Calls
-$451M
Net Calls Change
-$131M
Name Holding Trade Value Shares
Change
Shares
Change %
NHC
2001
Nicholas Hoffman & Company
Georgia
$248K -$27.8K -89 -10%
AFA
2002
American Financial Advisors
Georgia
$247K -$623 -2 -0.3%
TAIM
2003
TD Ameritrade Investment Management
Nebraska
$246K +$45K +144 +22%
SWA
2004
Stratos Wealth Advisors
Ohio
$245K -$11.6K -37 -5%
PA
2005
PSI Advisors
Florida
$245K +$624 +2 +0.3%
CFA
2006
CWS Financial Advisors
Michigan
$243K
CG
2007
Corundum Group
Colorado
$242K +$242K +775 New
LB
2008
Leo Brokerage
Texas
$242K +$242K +822 New
WLIM
2009
White Lighthouse Investment Management
Massachusetts
$241K -$17.1K -55 -7%
AIM
2010
Aspen Investment Management
Michigan
$240K -$15.3K -49 -6%
BFG
2011
Barber Financial Group
Kansas
$240K +$312 +1 +0.1%
NWP
2012
Northstar Wealth Partners
Connecticut
$239K -$291K -934 -55%
BSAM
2013
Blue Square Asset Management
New York
$239K
TA
2014
Trellis Advisors
Washington
$238K +$11.2K +36 +5%
SGK
2015
Steigerwald Gordon & Koch
Virginia
$238K +$238K +764 New
ST
2016
Sabal Trust
Florida
$237K +$12.4K +40 +6%
FAM
2017
Flaharty Asset Management
Florida
$235K -$3.74K -12 -2%
CMANY
2018
Capital Management Associates (New York)
New York
$234K -$93.6K -300 -29%
OWM
2019
Orgel Wealth Management
Wisconsin
$234K
MC
2020
Matisse Capital
Oregon
$234K
FA
2021
Fortis Advisors
Pennsylvania
$234K
JCM
2022
Jag Capital Management
Missouri
$232K
BIA
2023
Barry Investment Advisors
Massachusetts
$232K +$11.2K +36 +5%
FANJ
2024
Financial Architects (New Jersey)
New Jersey
$232K +$47.1K +151 +26%
POIA
2025
Pin Oak Investment Advisors
Texas
$232K +$199K +638 +596%