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UnitedHealth

1,488 hedge funds and large institutions have $156B invested in UnitedHealth in 2017 Q2 according to their latest regulatory filings, with 121 funds opening new positions, 586 increasing their positions, 598 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

70% more first-time investments, than exits

New positions opened: 121 | Existing positions closed: 71

21% more funds holding in top 10

Funds holding in top 10: 126153 (+27)

14% more capital invested

Capital invested by funds: $137B → $156B (+$18.9B)

3% more funds holding

Funds holding: 1,4511,488 (+37)

0.66% more ownership

Funds ownership: 86.82%87.48% (+0.66%)

2% less repeat investments, than reductions

Existing positions increased: 586 | Existing positions reduced: 598

37% less call options, than puts

Call options by funds: $687M | Put options by funds: $1.09B

Holders
1,488
Holders Change
+37
Holders Change %
+2.55%
% of All Funds
37.1%
Holding in Top 10
153
Holding in Top 10 Change
+27
Holding in Top 10 Change %
+21.43%
% of All Funds
3.81%
New
121
Increased
586
Reduced
598
Closed
71
Calls
$687M
Puts
$1.09B
Net Calls
-$405M
Net Calls Change
-$65.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Legal & General Group
26
Legal & General Group
United Kingdom
$943M +$23M +131,006 +3%
Allianz Asset Management
27
Allianz Asset Management
Germany
$926M -$13.9M -79,070 -2%
American Century Companies
28
American Century Companies
Missouri
$872M +$119M +681,111 +17%
Harris Associates
29
Harris Associates
Illinois
$861M -$304K -1,735 -0%
UBS AM
30
UBS AM
Illinois
$845M +$32.5M +185,484 +4%
LP
31
Longview Partners
Guernsey
$836M +$26.5M +151,208 +3%
Swiss National Bank
32
Swiss National Bank
Switzerland
$713M +$22M +125,600 +3%
Invesco
33
Invesco
Georgia
$683M +$39.4M +224,560 +6%
Charles Schwab
34
Charles Schwab
California
$678M +$32.2M +183,401 +5%
Grantham, Mayo, Van Otterloo & Co (GMO)
35
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$665M +$11.5M +65,329 +2%
FMI
36
Fiduciary Management Inc
Wisconsin
$662M -$41.4M -236,005 -6%
PPA
37
Parametric Portfolio Associates
Washington
$651M +$261M +1,487,843 +74%
O
38
OppenheimerFunds
New York
$632M +$8.53M +48,621 +1%
AQR Capital Management
39
AQR Capital Management
Connecticut
$619M -$52.4M -298,940 -8%
AIM
40
abrdn Investment Management
United Kingdom
$604M -$12.1M -68,988 -2%
Ameriprise
41
Ameriprise
Minnesota
$599M -$18.1M -103,257 -3%
Winslow Capital Management
42
Winslow Capital Management
Minnesota
$596M -$97.1M -553,698 -15%
VOYA Investment Management
43
VOYA Investment Management
Georgia
$588M +$1.95M +11,126 +0.4%
Sumitomo Mitsui Trust Group
44
Sumitomo Mitsui Trust Group
Japan
$587M +$12.7M +72,543 +2%
Caisse de Depot et Placement du Quebec (CDPQ)
45
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$584M +$16.8M +96,000 +3%
Dimensional Fund Advisors
46
Dimensional Fund Advisors
Texas
$583M -$23.8M -135,662 -4%
Massachusetts Financial Services
47
Massachusetts Financial Services
Massachusetts
$579M +$116M +663,510 +27%
Sanders Capital
48
Sanders Capital
Florida
$561M +$10.6M +60,400 +2%
New York State Common Retirement Fund
49
New York State Common Retirement Fund
New York
$546M +$15.4M +87,600 +3%
Manulife (Manufacturers Life Insurance)
50
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$512M -$15.3M -87,131 -3%

UNH Hedge Fund Activity: Q2 2017 in Review

1,488 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in UnitedHealth (UNH) for Q2 2017, worth a combined $156B — up 14% from $137B a quarter earlier.

Buyers outnumbered sellers: 121 funds opened new UNH positions and 71 closed out — a net gain of 50 holders — while 586 added to existing stakes and 598 trimmed.

The largest buyer was Janus Henderson Group, adding an estimated $397M. The largest seller was TPG Group Holdings (SBS) Advisors, exiting entirely with an estimated $511M sold.

  • 1,488 institutional investors held UnitedHealth (UNH) as of Q2 2017, up from 1,451 in Q1 2017.
  • Funds reported $156B of UnitedHealth stock for Q2 2017, up 14% quarter-over-quarter.
  • 121 funds opened new UnitedHealth positions in Q2 2017 and 71 closed out, a net change of +50 holders.
  • The largest UnitedHealth buyer in Q2 2017 was Janus Henderson Group, an estimated $397M added.
  • The largest UnitedHealth seller in Q2 2017 was TPG Group Holdings (SBS) Advisors, an estimated $511M sold.

Based on aggregated 13F filings for Q2 2017.