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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
Capital International Investors
26
Capital International Investors
California
$1.24B +$142M +590,131 +13%
Goldman Sachs
27
Goldman Sachs
New York
$1.2B -$294M -1,225,365 -20%
Deutsche Bank
28
Deutsche Bank
Germany
$1.17B -$354M -1,473,474 -24%
Allianz Asset Management
29
Allianz Asset Management
Germany
$1.16B -$42.5M -177,052 -4%
UBS AM
30
UBS AM
Illinois
$1.14B -$1.92M -7,981 -0.2%
UBS Group
31
UBS Group
Switzerland
$1.09B +$236M +982,145 +28%
Legal & General Group
32
Legal & General Group
United Kingdom
$1.06B -$66M -275,048 -6%
Invesco
33
Invesco
Georgia
$1.06B +$87.6M +364,774 +9%
LPC
34
Lone Pine Capital
Connecticut
$1.01B -$31.9M -133,000 -3%
LP
35
Longview Partners
Guernsey
$999M -$13.6M -56,812 -1%
Charles Schwab
36
Charles Schwab
California
$986M +$25.9M +108,052 +3%
O
37
OppenheimerFunds
New York
$972M +$55.5M +231,202 +6%
PPA
38
Parametric Portfolio Associates
Washington
$947M +$39.7M +165,275 +4%
Ameriprise
39
Ameriprise
Minnesota
$879M +$30.6M +127,532 +4%
Swiss National Bank
40
Swiss National Bank
Switzerland
$878M +$22.2M +92,600 +3%
Janus Henderson Group
41
Janus Henderson Group
United Kingdom
$865M +$323M +1,345,083 +62%
Sumitomo Mitsui Trust Group
42
Sumitomo Mitsui Trust Group
Japan
$856M +$49.4M +205,756 +6%
FAM
43
Fred Alger Management
New York
$853M +$196M +817,987 +31%
Manulife (Manufacturers Life Insurance)
44
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$818M +$143M +596,980 +22%
Dimensional Fund Advisors
45
Dimensional Fund Advisors
Texas
$770M -$851K -3,543 -0.1%
Aberdeen Group
46
Aberdeen Group
United Kingdom
$763M +$3.98M +16,555 +0.5%
Sanders Capital
47
Sanders Capital
Florida
$761M -$9.89M -41,200 -1%
Canada Pension Plan Investment Board
48
Canada Pension Plan Investment Board
Ontario, Canada
$761M -$49.5M -205,950 -6%
Harris Associates
49
Harris Associates
Illinois
$719M -$119M -495,140 -14%
VAM
50
Veritas Asset Management
United Kingdom
$707M -$37.9M -157,700 -5%

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.