UNH icon

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 %
MAWCM
2026
Mine & Arao Wealth Creation & Management
California
$50K
RAM
2027
Riggs Asset Management
Pennsylvania
$49K
AW
2028
Avion Wealth
Texas
$48K +$48K +192 New
CHA
2029
Carmichael Hill & Associates
Maryland
$46K
FWM
2030
FSA Wealth Management
Massachusetts
$46K
DI
2031
Disciplined Investments
Oklahoma
$44K
SIS
2032
Sound Income Strategies
Florida
$44K +$18.8K +76 +75%
AIM
2033
Artemis Investment Management
United Kingdom
$38.4K +$15.1K +60,644 +65%
DAM
2034
Delta Asset Management
Tennessee
$38K
AIC
2035
Archer Investment Corporation
Indiana
$38K
BHWM
2036
Bay Harbor Wealth Management
Maryland
$38K +$3.7K +15 +11%
MWP
2037
Meridian Wealth Partners
Pennsylvania
$38K +$13.8K +55 +57%
GG
2038
Gleason Group
Kentucky
$37K +$248 +1 +0.7%
ME
2039
McIlrath & Eck
Washington
$37K +$8.94K +36 +32%
CYG
2040
Clean Yield Group
Vermont
$36K +$25.8K +104 +254%
LAS
2041
Lloyd Advisory Services
Georgia
$34K -$3.97K -16 -10%
ARMC
2042
American Research & Management Company
Massachusetts
$31K
HGWM
2043
Harvest Group Wealth Management
Massachusetts
$31K
SWM
2044
Selective Wealth Management
Virginia
$31K
LSA
2045
Lion Street Advisors
Texas
$31K +$31K +126 New
HDIM
2046
Hanson & Doremus Investment Management
Vermont
$30K
WCM
2047
Wealthcare Capital Management
Virginia
$29K -$11.9K -48 -29%
TF
2048
TimeScale Financial
Massachusetts
$28K -$13.6K -56 -33%
PCFFS
2049
Pacific Center for Financial Services
California
$28K
FEG
2050
Financial Enhancement Group
Indiana
$27K