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UnitedHealth

1,755 hedge funds and large institutions have $204B invested in UnitedHealth in 2018 Q2 according to their latest regulatory filings, with 130 funds opening new positions, 690 increasing their positions, 690 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

128% more first-time investments, than exits

New positions opened: 130 | Existing positions closed: 57

36% more funds holding in top 10

Funds holding in top 10: 164223 (+59)

15% more capital invested

Capital invested by funds: $178B → $204B (+$26.2B)

3% more funds holding

Funds holding: 1,6961,755 (+59)

1% more ownership

Funds ownership: 85.79%86.79% (+1%)

0% more repeat investments, than reductions

Existing positions increased: 690 | Existing positions reduced: 690

4% less call options, than puts

Call options by funds: $1.09B | Put options by funds: $1.13B

Holders
1,755
Holders Change
+59
Holders Change %
+3.48%
% of All Funds
40.17%
Holding in Top 10
223
Holding in Top 10 Change
+59
Holding in Top 10 Change %
+35.98%
% of All Funds
5.1%
New
130
Increased
690
Reduced
690
Closed
57
Calls
$1.09B
Puts
$1.13B
Net Calls
-$43.5M
Net Calls Change
+$629M
Name Holding Trade Value Shares
Change
Change in
Stake
GLA
226
Great Lakes Advisors
Illinois
$66.1M -$27.7M -115,468 -30%
FAF
227
Fjarde Ap-fonden
Sweden
$65.7M -$1.38M -5,765 -2%
NA
228
Neuburgh Advisers
California
$65.1M +$10.4M +43,146 +19%
MRG
229
Milestone Resources Group
British Virgin Islands
$65M
William Blair & Company
230
William Blair & Company
Illinois
$63.4M +$3.61M +15,023 +6%
Skandinaviska Enskilda Banken (SEB)
231
Skandinaviska Enskilda Banken (SEB)
Sweden
$63.4M +$14.7M +61,339 +31%
CB
232
Cooke & Bieler
Pennsylvania
$63M +$927K +3,859 +2%
Comerica Bank
233
Comerica Bank
Texas
$62.9M -$24.7K -103 -0%
ASRS
234
Arizona State Retirement System
Arizona
$62.4M -$2.95M -12,301 -5%
First Trust Advisors
235
First Trust Advisors
Illinois
$62.1M -$6.53M -27,183 -10%
CM
236
Castleark Management
Illinois
$60.7M +$13.7M +56,854 +30%
MIP
237
Mondrian Investment Partners
United Kingdom
$60.7M -$4.78M -19,901 -7%
Bank of Nova Scotia
238
Bank of Nova Scotia
Ontario, Canada
$60.5M +$11.3M +47,202 +24%
GF
239
Gabelli Funds
New York
$60M +$1.99M +8,300 +4%
Mirae Asset Global Investments
240
Mirae Asset Global Investments
South Korea
$59M +$13.3M +55,260 +30%
TAM
241
Todd Asset Management
Kentucky
$57.9M -$5.92M -24,671 -9%
Baird Financial Group
242
Baird Financial Group
Wisconsin
$57.8M +$500K +2,082 +0.9%
TPSF
243
Texas Permanent School Fund
Texas
$57.5M -$3.73M -15,522 -6%
First Manhattan
244
First Manhattan
New York
$57.4M -$422K -1,759 -0.7%
AIA
245
Avalon Investment & Advisory
Texas
$56.7M +$7.91M +32,923 +17%
BTS
246
BB&T Securities
Virginia
$56M +$1.37M +5,721 +3%
IC
247
Inverness Counsel
New York
$54.6M -$1.73M -7,191 -3%
Renaissance Technologies
248
Renaissance Technologies
New York
$54.6M -$246M -1,023,000 -82%
Hudson Bay Capital Management
249
Hudson Bay Capital Management
Connecticut
$54.3M +$29M +120,731 +120%
CI
250
Cincinnati Insurance
Ohio
$54M

UNH Hedge Fund Activity: Q2 2018 in Review

1,755 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in UnitedHealth (UNH) for Q2 2018, worth a combined $204B — up 15% from $178B a quarter earlier.

Buyers outnumbered sellers: 130 funds opened new UNH positions and 57 closed out — a net gain of 73 holders — while 690 added to existing stakes and 690 trimmed.

The largest buyer was Credit Suisse, adding an estimated $1.18B. The largest seller was Arrowstreet Capital, cutting an estimated $534M.

  • 1,755 institutional investors held UnitedHealth (UNH) as of Q2 2018, up from 1,696 in Q1 2018.
  • Funds reported $204B of UnitedHealth stock for Q2 2018, up 15% quarter-over-quarter.
  • 130 funds opened new UnitedHealth positions in Q2 2018 and 57 closed out, a net change of +73 holders.
  • The largest UnitedHealth buyer in Q2 2018 was Credit Suisse, an estimated $1.18B added.
  • The largest UnitedHealth seller in Q2 2018 was Arrowstreet Capital, an estimated $534M sold.

Based on aggregated 13F filings for Q2 2018.