UnitedHealth
UNH
1,220 hedge funds and large institutions have $107B invested in UnitedHealth in 2016 Q1 according to their latest regulatory filings, with 91 funds opening new positions, 470 increasing their positions, 503 reducing their positions, and 80 closing their positions.
56% more funds holding in top 10
Funds holding in top 10: 68 → 106 (+38)
14% more first-time investments, than exits
New positions opened: 91 | Existing positions closed: 80
8% more capital invested
Capital invested by funds: $98.4B → $107B (+$8.2B)
3.14% more ownership
Funds ownership: 88.01% → 91.15% (+3.1%)
0% more funds holding
Funds holding: 1,219 → 1,220 (+1)
7% less repeat investments, than reductions
Existing positions increased: 470 | Existing positions reduced: 503
21% less call options, than puts
Call options by funds: $665M | Put options by funds: $842M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal London Asset Management
United Kingdom
|
+$3.53B |
| 2 |
Boston Partners
Boston,
Massachusetts
|
+$211M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$189M |
| 4 |
Dodge & Cox
San Francisco,
California
|
+$157M |
| 5 |
Winslow Capital Management
Minneapolis,
Minnesota
|
+$140M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$209M |
| 2 |
Grantham, Mayo, Van Otterloo & Co (GMO)
Boston,
Massachusetts
|
-$167M |
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$133M |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
-$130M |
| 5 |
State Street
Boston,
Massachusetts
|
-$114M |
UNH Hedge Fund Activity: Q1 2016 in Review
1,220 of the 3,754 institutional investors tracked by Wall St. Rank reported a position in UnitedHealth (UNH) for Q1 2016, worth a combined $107B — up 8.3% from $98.4B a quarter earlier.
Buyers outnumbered sellers: 91 funds opened new UNH positions and 80 closed out — a net gain of 11 holders — while 470 added to existing stakes and 503 trimmed.
The largest buyer was Royal London Asset Management, adding an estimated $3.53B. The largest seller was Bank of Montreal, cutting an estimated $209M.
- 1,220 institutional investors held UnitedHealth (UNH) as of Q1 2016, up from 1,219 in Q4 2015.
- Funds reported $107B of UnitedHealth stock for Q1 2016, up 8.3% quarter-over-quarter.
- 91 funds opened new UnitedHealth positions in Q1 2016 and 80 closed out, a net change of +11 holders.
- The largest UnitedHealth buyer in Q1 2016 was Royal London Asset Management, an estimated $3.53B added.
- The largest UnitedHealth seller in Q1 2016 was Bank of Montreal, an estimated $209M sold.
Based on aggregated 13F filings for Q1 2016.