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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 %
LPWM
2076
Lake Point Wealth Management
Texas
$12K +$12K +48 New
WQ
2077
Wealth Quarterback
New Jersey
$11.5K -$7.5M -29,982 -100%
NSIM
2078
North Star Investment Management
Illinois
$11K -$17.3K -69 -61%
RBC
2079
Roble Belko & Company
Pennsylvania
$11K
ARIS
2080
Advanced Research Investment Solutions
California
$11K
KFS
2081
Kelly Financial Services
Massachusetts
$10.8K
NSB
2082
Norway Savings Bank
Maine
$10K
BEI
2083
Benjamin Edwards Inc
Missouri
$10K +$10K +39 New
HF
2084
Halpern Financial
Virginia
$9.73K
KC
2085
Knuff & Co
California
$9K -$216K -840 -96%
HFS
2086
HBC Financial Services
Washington
$9K -$14.6K -65 -62%
MFT
2087
Moisand Fitzgerald Tamayo
Florida
$9K
AP
2088
Arlington Partners
Alabama
$9K +$9K +36 New
FCH
2089
Freestone Capital Holdings
Washington
$8.95K +$348 +1,395 +4%
CWA
2090
Carolina Wealth Advisors
South Carolina
$8K
FRA
2091
Front Row Advisors
California
$7K -$2.8K -10 -29%
LFG
2092
LifePlan Financial Group
Ohio
$7K
CMA
2093
Cedar Mountain Advisors
Oregon
$7K +$1.87K +8 +36%
SMG
2094
Spectrum Management Group
Indiana
$6K +$6K +23 New
RCA
2095
Ranch Capital Advisors
Florida
$6K +$6K +26 New
BCM
2096
Bourgeon Capital Management
Connecticut
$6K +$6K +26 New
OAM
2097
Optimal Asset Management
California
$5.69K +$3.02K +12,097 +113%
LFASL
2098
Lugano Financial Advisors SA (LFA)
Switzerland
$5K
SL
2099
Salomon & Ludwin
Virginia
$5K
PK
2100
Pflug Koory
Nebraska
$5K +$5K +20 New