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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 %
NCM
2026
Noesis Capital Mangement
Florida
$230K
BRM
2027
Boston Research & Management
Massachusetts
$230K
CCP
2028
Cardan Capital Partners
Colorado
$229K
RM
2029
Resource Management
Louisiana
$229K +$229K +734 New
EWA
2030
ERTS Wealth Advisors
Michigan
$228K -$92K -295 -29%
SWM
2031
Stockman Wealth Management
Montana
$228K -$16.8K -54 -7%
LI
2032
LVZ Inc
Michigan
$228K +$228K +730 New
HWM
2033
Howard Wealth Management
Connecticut
$226K -$14.7K -47 -6%
CCM
2034
Chickasaw Capital Management
Tennessee
$226K
BIA
2035
BHK Investment Advisors
Alabama
$226K +$226K +725 New
WIP
2036
Wellesley Investment Partners
Massachusetts
$226K +$226K +727 New
KLCM
2037
KG&L Capital Management
Louisiana
$226K +$226K +727 New
DWM
2038
Doyle Wealth Management
Florida
$224K +$224K +719 New
SA
2039
Shilanski & Associates
Alaska
$222K +$312 +1 +0.1%
P
2040
&Partners
Tennessee
$222K +$222K +711 New
SSWM
2041
Smith Salley Wealth Management
North Carolina
$222K +$222K +712 New
CFG
2042
Cooper Financial Group
California
$221K -$6.23K -20 -3%
HWA
2043
HHM Wealth Advisors
Tennessee
$221K -$2.19K -7 -1%
NG
2044
Northstar Group
New York
$221K
JHCP
2045
Jackson Hole Capital Partners
Oklahoma
$221K
OCM
2046
One Capital Management
California
$220K -$215K -691 -49%
FC
2047
Forte Capital
New York
$219K -$33.1K -106 -13%
CWM
2048
Concentric Wealth Management
California
$218K
MCM
2049
Monument Capital Management
Virginia
$218K +$218K +701 New
FLAM
2050
First Light Asset Management
Minnesota
$216K