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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
FT
426
Fiduciary Trust
Massachusetts
$16.6M +$296K +1,233 +2%
FBB
427
Fulton Breakefield Broenniman
Maryland
$16.6M +$130K +542 +0.8%
RI
428
Redwood Investments
Massachusetts
$16.5M -$207K -862 -1%
MYAM
429
Meiji Yasuda Asset Management
Japan
$16.5M +$1.17M +4,880 +8%
KCM
430
Kingdon Capital Management
New York
$16.4M +$4.01M +16,700 +33%
AG
431
Advisor Group
Arizona
$16.4M -$351K -1,461 -2%
DADC
432
D.A. Davidson & Co
Montana
$16.3M -$16.3K -68 -0.1%
FLPIM
433
F.L. Putnam Investment Management
Massachusetts
$16.2M -$2.11M -8,767 -12%
CCM
434
Cohen Capital Management
California
$16.2M +$40.8K +170 +0.3%
TTWM
435
TCV Trust & Wealth Management
Virginia
$16.1M -$371K -1,545 -2%
HW
436
Hancock Whitney
Mississippi
$16M -$675K -2,811 -4%
RC
437
RegentAtlantic Capital
New Jersey
$15.9M -$661K -2,751 -4%
SIM
438
Sentry Investment Management
Wisconsin
$15.8M +$422K +1,759 +3%
EB
439
Eastern Bank
Massachusetts
$15.8M +$392K +1,631 +3%
FTIOP
440
Fiduciary Trust International of Pennsylvania
Pennsylvania
$15.7M +$357K +1,485 +2%
ECM
441
ETrade Capital Management
Virginia
$15.7M +$936K +3,897 +6%
Twin Tree Management
442
Twin Tree Management
Texas
$15.6M +$12.8M +53,265 +513%
CFG
443
Citizens Financial Group
Rhode Island
$15.6M -$451K -1,877 -3%
CTA
444
Carillon Tower Advisers
Florida
$15.5M +$15.2M +63,300 New
CA
445
Cornerstone Advisors
North Carolina
$15.5M +$480K +2,000 +3%
LTFS
446
Ladenburg Thalmann Financial Services
Florida
$15.4M
ACM
447
Azimuth Capital Management
Michigan
$15.3M -$41.1K -171 -0.3%
SAM
448
Sectoral Asset Management
Quebec, Canada
$15.2M -$7.31M -30,428 -33%
PIA
449
Piedmont Investment Advisors
North Carolina
$15.1M -$24.1M -100,261 -62%
AL
450
AJO LP
Pennsylvania
$15M -$2.24M -9,316 -13%

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.