UnitedHealth
UNH
1,921 hedge funds and large institutions have $206B invested in UnitedHealth in 2018 Q4 according to their latest regulatory filings, with 250 funds opening new positions, 731 increasing their positions, 728 reducing their positions, and 100 closing their positions.
150% more first-time investments, than exits
New positions opened: 250 | Existing positions closed: 100
23% more funds holding in top 10
Funds holding in top 10: 229 → 281 (+52)
8% more funds holding
Funds holding: 1,785 → 1,921 (+136)
0% more repeat investments, than reductions
Existing positions increased: 731 | Existing positions reduced: 728
0.06% more ownership
Funds ownership: 86.51% → 86.57% (+0.06%)
5% less call options, than puts
Call options by funds: $1.55B | Put options by funds: $1.63B
7% less capital invested
Capital invested by funds: $221B → $206B (-$15.7B)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$640M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$560M |
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$454M |
| 4 |
Viking Global Investors
Stamford,
Connecticut
|
+$425M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
+$325M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$1.57B |
| 2 |
JP Morgan Chase
New York
|
-$631M |
| 3 |
Harris Associates
Chicago,
Illinois
|
-$396M |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
-$392M |
| 5 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$243M |
UNH Hedge Fund Activity: Q4 2018 in Review
1,921 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in UnitedHealth (UNH) for Q4 2018, worth a combined $206B — down 7.1% from $221B a quarter earlier.
Buyers outnumbered sellers: 250 funds opened new UNH positions and 100 closed out — a net gain of 150 holders — while 731 added to existing stakes and 728 trimmed.
The largest buyer was BlackRock, adding an estimated $640M. The largest seller was Credit Suisse, cutting an estimated $1.57B.
- 1,921 institutional investors held UnitedHealth (UNH) as of Q4 2018, up from 1,785 in Q3 2018.
- Funds reported $206B of UnitedHealth stock for Q4 2018, down 7.1% quarter-over-quarter.
- 250 funds opened new UnitedHealth positions in Q4 2018 and 100 closed out, a net change of +150 holders.
- The largest UnitedHealth buyer in Q4 2018 was BlackRock, an estimated $640M added.
- The largest UnitedHealth seller in Q4 2018 was Credit Suisse, an estimated $1.57B sold.
Based on aggregated 13F filings for Q4 2018.