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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 %
CFG
2026
Cooper Financial Group
California
$215K +$215K +729 New
MW
2027
Marcum Wealth
Ohio
$214K +$214K +724 New
CCM
2028
Chickasaw Capital Management
Tennessee
$214K +$214K +725 New
XS
2029
XR Securities
Illinois
$213K -$151K -514 -42%
ST
2030
Sabal Trust
Florida
$213K +$213K +722 New
MWM
2031
McNaughton Wealth Management
California
$212K +$212K +719 New
HWA
2032
HHM Wealth Advisors
Tennessee
$211K
IAP
2033
Indie Asset Partners
Indiana
$210K +$210K +659 New
SA
2034
Shilanski & Associates
Alaska
$210K +$210K +711 New
BIA
2035
Barry Investment Advisors
Massachusetts
$209K +$209K +707 New
JHCP
2036
Jackson Hole Capital Partners
Oklahoma
$209K +$209K +708 New
NG
2037
Northstar Group
New York
$209K +$209K +709 New
SMH
2038
Sanders Morris Harris
Texas
$208K -$401K -1,350 -66%
RCM
2039
Requisite Capital Management
Texas
$208K +$208K +704 New
HR
2040
Hayden Royal
North Carolina
$208K -$535K -1,815 -72%
CWM
2041
Concentric Wealth Management
California
$206K -$36.8K -125 -15%
DA
2042
DSC Advisors
Illinois
$205K +$205K +696 New
CWA
2043
Clarus Wealth Advisors
Arizona
$204K +$204K +688 New
CGA
2044
Crescent Grove Advisors
Illinois
$204K +$204K +690 New
FLAM
2045
First Light Asset Management
Minnesota
$204K +$204K +692 New
UWPG
2046
Ullmann Wealth Partners Group
Florida
$203K -$126K -428 -38%
EA
2047
Ellsworth Advisors
Ohio
$202K +$202K +686 New
CMI
2048
Clare Market Investments
Texas
$201K +$201K +680 New
TFO
2049
Tarbox Family Office
California
$200K -$6.49K -22 -3%
BST
2050
Bath Savings Trust
Maine
$200K +$200K +679 New