UnitedHealth
UNH
1,677 hedge funds and large institutions have $185B invested in UnitedHealth in 2017 Q4 according to their latest regulatory filings, with 233 funds opening new positions, 592 increasing their positions, 671 reducing their positions, and 62 closing their positions.
276% more first-time investments, than exits
New positions opened: 233 | Existing positions closed: 62
24% more funds holding in top 10
Funds holding in top 10: 150 → 186 (+36)
12% more capital invested
Capital invested by funds: $165B → $185B (+$20.1B)
10% more funds holding
Funds holding: 1,520 → 1,677 (+157)
0.52% less ownership
Funds ownership: 87.3% → 86.77% (-0.52%)
12% less repeat investments, than reductions
Existing positions increased: 592 | Existing positions reduced: 671
55% less call options, than puts
Call options by funds: $807M | Put options by funds: $1.81B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
+$454M |
| 2 |
ECU
Egerton Capital (UK)
London,
United Kingdom
|
+$355M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$335M |
| 4 |
Goldman Sachs
New York
|
+$295M |
| 5 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$238M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$407M |
| 2 |
ClearBridge Investments
New York
|
-$386M |
| 3 |
Morgan Stanley
New York
|
-$333M |
| 4 |
BlackRock
New York
|
-$319M |
| 5 |
NIPH
NN Investment Partners Holdings
The Hague,
Netherlands
|
-$314M |
UNH Hedge Fund Activity: Q4 2017 in Review
1,677 of the 4,410 institutional investors tracked by Wall St. Rank reported a position in UnitedHealth (UNH) for Q4 2017, worth a combined $185B — up 12% from $165B a quarter earlier.
Buyers outnumbered sellers: 233 funds opened new UNH positions and 62 closed out — a net gain of 171 holders — while 592 added to existing stakes and 671 trimmed.
The largest buyer was Capital World Investors, adding an estimated $454M. The largest seller was Bank of America, cutting an estimated $407M.
- 1,677 institutional investors held UnitedHealth (UNH) as of Q4 2017, up from 1,520 in Q3 2017.
- Funds reported $185B of UnitedHealth stock for Q4 2017, up 12% quarter-over-quarter.
- 233 funds opened new UnitedHealth positions in Q4 2017 and 62 closed out, a net change of +171 holders.
- The largest UnitedHealth buyer in Q4 2017 was Capital World Investors, an estimated $454M added.
- The largest UnitedHealth seller in Q4 2017 was Bank of America, an estimated $407M sold.
Based on aggregated 13F filings for Q4 2017.