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UnitedHealth

2,156 hedge funds and large institutions have $245B invested in UnitedHealth in 2019 Q4 according to their latest regulatory filings, with 350 funds opening new positions, 783 increasing their positions, 812 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,156
Holders Change
+230
Holders Change %
+11.94%
% of All Funds
42.58%
Holding in Top 10
202
Holding in Top 10 Change
+91
Holding in Top 10 Change %
+81.98%
% of All Funds
3.99%
New
350
Increased
783
Reduced
812
Closed
89
Calls
$2.58B
Puts
$2.64B
Net Calls
-$56.2M
Net Calls Change
-$33.7M
Name Holding Trade Value Shares
Change
Shares
Change %
WAS
2026
Winch Advisory Services
Wisconsin
$124K +$294 +1 +0.2%
CCA
2027
Column Capital Advisors
Indiana
$122K +$122K +416 New
AP
2028
Atwood & Palmer
Missouri
$120K
CFFP
2029
Center for Financial Planning
Michigan
$120K +$120K +407 New
MCA
2030
Mercer Capital Advisers
New Jersey
$118K
GAM
2031
Gemmer Asset Management
California
$114K
FMTCOCP
2032
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$114K
CDIA
2033
Capital Directions Investment Advisors
Georgia
$108K
FMP
2034
Financial Management Professionals
Texas
$105K
SL
2035
Savior LLC
Massachusetts
$104K +$104K +355 New
CFG
2036
CKW Financial Group
Hawaii
$103K
SIAP
2037
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$99K
IUHSA
2038
Itau Unibanco Holding S.A.
Brazil
$98K -$380K -1,291 -79%
CP
2039
Corbenic Partners
Pennsylvania
$92K +$92K +312 New
AP
2040
Americana Partners
Texas
$92K +$92K +314 New
LWS
2041
Lucia Wealth Services
California
$91K
NC
2042
NewSquare Capital
Pennsylvania
$91K +$82.7K +280 +1,000%
FCM
2043
Firestone Capital Management
Florida
$90K +$90K +307 New
AWM
2044
Atticus Wealth Management
Florida
$88K +$88K +300 New
TFGT
2045
TS Financial Group (TSFG)
Illinois
$86K
EWA
2046
Evolution Wealth Advisors
Florida
$86K +$73.3K +249 +579%
EWP
2047
Engrave Wealth Partners
Texas
$84K +$84K +286 New
TCM
2048
Tradewinds Capital Management
Washington
$83K -$11.7K -40 -12%
SQA
2049
Simon Quick Advisors
New Jersey
$83K +$31.7K +108 +62%
HCA
2050
Horan Capital Advisors
Ohio
$81K