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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
TCM
351
Twin Capital Management
Pennsylvania
$26.5M +$158K +660 +0.6%
MCM
352
McKinley Capital Management
Alaska
$26.4M +$7.09M +29,511 +38%
BA
353
Boston Advisors
Massachusetts
$26.3M -$40.6M -168,896 -61%
ORI
354
Oak Ridge Investments
Illinois
$26M -$696K -2,900 -3%
OPERF
355
Oregon Public Employees Retirement Fund
Oregon
$25.9M -$34.2M -142,241 -57%
Northwestern Mutual Wealth Management
356
Northwestern Mutual Wealth Management
Wisconsin
$25.8M +$656K +2,732 +3%
BAPIM
357
British Airways Pensions Investment Management
United Kingdom
$25.6M +$205K +852 +0.8%
BFM
358
Boston Financial Management
Massachusetts
$25.2M -$628K -2,617 -2%
GBA
359
Garrison Bradford & Associates
New York
$24.9M -$23.8K -99 -0.1%
JG
360
Jefferies Group
New York
$24.8M +$5.78M +24,082 +31%
COPPSERS
361
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$24.7M +$3.36M +14,009 +16%
TG
362
TCW Group
California
$24.5M -$1.16M -4,848 -5%
VMPIC
363
Varma Mutual Pension Insurance Co
Finland
$24.5M
Envestnet Asset Management
364
Envestnet Asset Management
Illinois
$24.4M +$1.66M +6,931 +7%
MCM
365
Maryland Capital Management
Maryland
$24.4M -$485K -2,020 -2%
Daiwa Securities Group
366
Daiwa Securities Group
Japan
$24.4M +$431K +1,793 +2%
SAM
367
Securian Asset Management
Minnesota
$24.3M -$89.1K -371 -0.4%
TAM
368
Tocqueville Asset Management
New York
$24.3M +$347K +1,444 +1%
BG
369
Bellevue Group
Switzerland
$23.7M -$11M -45,861 -32%
WG
370
Winton Group
United Kingdom
$23.7M -$5.36M -22,328 -19%
RPAM
371
Rhenman & Partners Asset Management
Sweden
$23.6M +$3.6M +15,000 +19%
SEIA
372
Signature Estate & Investment Advisors
California
$23.4M +$288K +1,198 +1%
ABC
373
Associated Banc-Corp
Wisconsin
$23.3M -$2.39M -9,937 -9%
CCM
374
Covington Capital Management
California
$23.1M +$131K +544 +0.6%
LOAMS
375
Lombard Odier Asset Management (Switzerland)
Switzerland
$23M -$1.34M -5,563 -6%

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.