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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
OAM
376
Oppenheimer Asset Management
New York
$22.7M -$569K -2,369 -2%
AAM
377
Auxier Asset Management
Oregon
$22.6M -$388K -1,615 -2%
CIBC Asset Management
378
CIBC Asset Management
Ontario, Canada
$22.2M +$790K +3,289 +4%
CIP
379
Chartwell Investment Partners
Pennsylvania
$22.2M +$14.1M +58,837 +186%
NP
380
NS Partners
United Kingdom
$22.1M -$40.8K -170 -0.2%
CNAM
381
Campbell Newman Asset Management
Wisconsin
$21.9M +$1.61M +6,721 +8%
NMERB
382
New Mexico Educational Retirement Board
New Mexico
$21.9M -$768K -3,200 -3%
BF
383
BOK Financial
Oklahoma
$21.8M +$3.78M +15,759 +22%
GIP
384
Granite Investment Partners
California
$21.1M -$419K -1,745 -2%
MSR
385
Main Street Research
Connecticut
$21.1M -$451K -1,879 -2%
AAM
386
Advisors Asset Management
Colorado
$20.7M -$705K -2,938 -3%
Jane Street
387
Jane Street
New York
$20.7M -$39.1M -162,851 -66%
MCM
388
MAI Capital Management
Ohio
$20.6M +$491K +2,044 +2%
NP
389
Ninepoint Partners
Ontario, Canada
$20.6M -$9.54M -39,710 -32%
TAF
390
Tredje AP-fonden
Sweden
$20.6M -$5.67M -23,607 -22%
CFB
391
Cullen/Frost Bankers
Texas
$20.5M +$1M +4,183 +5%
CBOA
392
Commonwealth Bank of Australia
Australia
$20.4M -$464K -1,934 -2%
Millennium Management
393
Millennium Management
New York
$20.1M -$103M -430,702 -84%
RBCM
394
Raub Brock Capital Management
California
$20M -$809K -3,371 -4%
RIG
395
Roosevelt Investment Group
New York
$19.7M -$213K -886 -1%
B
396
Barings
North Carolina
$19.6M -$3.69M -15,380 -16%
KeyBank National Association
397
KeyBank National Association
Ohio
$19.3M -$51.6K -215 -0.3%
BSA
398
Braun Stacey Associates
New York
$19.1M -$1.52M -6,317 -8%
CTC
399
Central Trust Company
Missouri
$19M -$87.2K -363 -0.5%
WB
400
WesBanco Bank
West Virginia
$18.8M +$81.6K +340 +0.4%

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.