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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 %
GKWIM
2051
Gerber Kawasaki Wealth & Investment Management
California
$216K +$216K +694 New
CGA
2052
Crescent Grove Advisors
Illinois
$215K
UWPG
2053
Ullmann Wealth Partners Group
Florida
$214K
BDF
2054
Black Diamond Financial
Maryland
$214K +$214K +687 New
W
2055
WealthOne
New York
$213K +$213K +682 New
CMI
2056
Clare Market Investments
Texas
$212K +$623 +2 +0.3%
BST
2057
Bath Savings Trust
Maine
$212K
FBT
2058
First Bank & Trust
South Dakota
$212K +$15.9K +51 +8%
BFA
2059
Benedict Financial Advisors
Georgia
$212K +$212K +679 New
SWA
2060
SFMG Wealth Advisors
Texas
$211K +$211K +676 New
TF
2061
TRH Financial
Iowa
$211K +$211K +676 New
FFG
2062
Fortem Financial Group
California
$211K +$211K +676 New
HJMC
2063
Hellman Jordan Management Company
Massachusetts
$210K -$42.5K -136 -17%
LWS
2064
Lucia Wealth Services
California
$210K +$2.8K +9 +1%
EA
2065
Ellsworth Advisors
Ohio
$209K -$5.31K -17 -2%
APW
2066
Acima Private Wealth
Virginia
$209K
NRI
2067
NFP Retirement Inc
California
$208K -$26.8K -86 -11%
SAM
2068
SignalPoint Asset Management
Missouri
$208K +$208K +667 New
PLFAM
2069
Pineno Levin & Ford Asset Management
Virginia
$207K +$207K +664 New
SC
2070
Steph & Co
Wisconsin
$205K -$46.6K -149 -19%
IAP
2071
Indie Asset Partners
Indiana
$205K
BHA
2072
Beech Hill Advisors
New York
$205K +$205K +656 New
AC
2073
Alley Company
Illinois
$204K +$204K +654 New
HPCM
2074
High Pointe Capital Management
Illinois
$203K +$203K +650 New
NSIM
2075
North Star Investment Management
Illinois
$201K +$119K +382 +145%