We are live on ! Find out more
UNH icon

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
FCM
251
Flinton Capital Management
Pennsylvania
$53.6M +$8.53M +35,532 +19%
FWIA
252
Fort Washington Investment Advisors
Ohio
$53.2M +$236K +983 +0.5%
SBH
253
Segall Bryant & Hamill
Illinois
$53.1M +$2.15M +8,946 +4%
SAM
254
Sawgrass Asset Management
Florida
$52.6M +$1.87M +7,770 +4%
IG
255
ING Group
Netherlands
$52.3M -$53M -220,829 -51%
SMDAM
256
Sumitomo Mitsui DS Asset Management
Japan
$51.7M +$394K +1,640 +0.8%
MAM
257
Martingale Asset Management
Massachusetts
$51.7M +$144K +601 +0.3%
HighTower Advisors
258
HighTower Advisors
Illinois
$51.4M +$5.36M +22,318 +12%
ZIG
259
Zurich Insurance Group
Switzerland
$49.7M +$12.5M +52,087 +35%
SIM
260
Stelliam Investment Management
New York
$49.4M -$39.7M -165,500 -45%
Connor, Clark & Lunn Investment Management (CC&L)
261
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$47.8M +$16.3M +67,750 +53%
OA
262
Omega Advisors
New York
$47.7M -$432K -1,800 -0.9%
SB
263
Suntrust Banks
Georgia
$47.3M +$431K +1,793 +0.9%
MLICM
264
Metropolitan Life Insurance Company (MetLife)
New York
$47.2M +$90.3K +376 +0.2%
PCM
265
Polaris Capital Management
Massachusetts
$46.8M -$24.5M -102,000 -35%
GC
266
Guggenheim Capital
Illinois
$46.7M -$85.9M -357,565 -65%
BG
267
Bahl & Gaynor
Ohio
$46.4M -$248K -1,032 -0.5%
XK
268
Xact Kapitalforvaltning
Sweden
$46.1M -$2.22M -9,229 -5%
RP
269
Riverbridge Partners
Minnesota
$46M -$1.98M -8,264 -4%
Janney Montgomery Scott
270
Janney Montgomery Scott
Pennsylvania
$45.7M +$1.1M +4,573 +3%
NMIMC
271
Northwestern Mutual Investment Management Company
Wisconsin
$45.1M +$1.89M +7,886 +4%
LCP
272
LGT Capital Partners
Switzerland
$45M +$1.73M +7,200 +4%
Truist Financial
273
Truist Financial
North Carolina
$45M -$468K -1,950 -1%
M&T Bank
274
M&T Bank
New York
$44.6M -$154K -643 -0.4%
VDI
275
Vaughan David Investments
Illinois
$44.3M +$23.1K +96 +0.1%

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.