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UnitedHealth

1,965 hedge funds and large institutions have $201B invested in UnitedHealth in 2019 Q2 according to their latest regulatory filings, with 147 funds opening new positions, 897 increasing their positions, 720 reducing their positions, and 104 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more first-time investments, than exits

New positions opened: 147 | Existing positions closed: 104

25% more repeat investments, than reductions

Existing positions increased: 897 | Existing positions reduced: 720

1% more funds holding

Funds holding: 1,9441,965 (+21)

1% more call options, than puts

Call options by funds: $1.68B | Put options by funds: $1.66B

0.69% more ownership

Funds ownership: 86%86.69% (+0.69%)

1% less capital invested

Capital invested by funds: $204B → $201B (-$2.56B)

15% less funds holding in top 10

Funds holding in top 10: 176149 (-27)

Holders
1,965
Holders Change
+21
Holders Change %
+1.08%
% of All Funds
42.67%
Holding in Top 10
149
Holding in Top 10 Change
-27
Holding in Top 10 Change %
-15.34%
% of All Funds
3.24%
New
147
Increased
897
Reduced
720
Closed
104
Calls
$1.68B
Puts
$1.66B
Net Calls
+$15.9M
Net Calls Change
-$66M
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
26
UBS Group
Switzerland
$1.2B +$19.7M +81,898 +2%
Viking Global Investors
27
Viking Global Investors
Connecticut
$1.17B +$258M +1,071,149 +29%
Goldman Sachs
28
Goldman Sachs
New York
$1.16B +$121M +504,165 +12%
CS
29
Credit Suisse
Switzerland
$1.15B -$10.7M -44,670 -0.9%
American Century Companies
30
American Century Companies
Missouri
$1.13B -$37.2M -154,560 -3%
Sanders Capital
31
Sanders Capital
Florida
$1.13B +$372M +1,546,140 +50%
Allianz Asset Management
32
Allianz Asset Management
Germany
$1.11B +$55.4M +230,482 +5%
Charles Schwab
33
Charles Schwab
California
$1.08B -$7.1M -29,505 -0.7%
UBS AM
34
UBS AM
Illinois
$1.02B -$33.1M -137,601 -3%
Sumitomo Mitsui Trust Group
35
Sumitomo Mitsui Trust Group
Japan
$990M -$19.4M -80,468 -2%
PPA
36
Parametric Portfolio Associates
Washington
$925M -$17.7M -73,432 -2%
LPC
37
Lone Pine Capital
Connecticut
$920M +$47.5M +197,536 +6%
LP
38
Longview Partners
Guernsey
$916M +$81.3M +338,097 +10%
Eagle Capital Management (New York)
39
Eagle Capital Management (New York)
New York
$915M -$163M -676,520 -15%
AAMU
40
Amundi Asset Management US
Massachusetts
$912M +$68.3M +284,094 +24%
Swiss National Bank
41
Swiss National Bank
Switzerland
$827M -$42.5M -176,600 -5%
Manulife (Manufacturers Life Insurance)
42
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$809M +$56.1M +233,049 +8%
Deutsche Bank
43
Deutsche Bank
Germany
$808M -$41.1M -170,738 -5%
Canada Pension Plan Investment Board
44
Canada Pension Plan Investment Board
Ontario, Canada
$784M -$25.8M -107,177 -3%
Dimensional Fund Advisors
45
Dimensional Fund Advisors
Texas
$739M -$9.28M -38,574 -1%
California Public Employees Retirement System
46
California Public Employees Retirement System
California
$712M +$10.1M +42,010 +1%
Ameriprise
47
Ameriprise
Minnesota
$702M +$72.1M +299,652 +12%
Caisse de Depot et Placement du Quebec (CDPQ)
48
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$633M +$71M +295,000 +13%
Boston Partners
49
Boston Partners
Massachusetts
$623M +$378M +1,572,711 +161%
New York State Common Retirement Fund
50
New York State Common Retirement Fund
New York
$605M -$26.2M -109,126 -4%

UNH Hedge Fund Activity: Q2 2019 in Review

1,965 of the 4,605 institutional investors tracked by Wall St. Rank reported a position in UnitedHealth (UNH) for Q2 2019, worth a combined $201B — down 1.3% from $204B a quarter earlier.

Buyers outnumbered sellers: 147 funds opened new UNH positions and 104 closed out — a net gain of 43 holders — while 897 added to existing stakes and 720 trimmed.

The largest buyer was Nuveen, adding an estimated $1.91B. The largest seller was T. Rowe Price Associates, cutting an estimated $2.27B.

  • 1,965 institutional investors held UnitedHealth (UNH) as of Q2 2019, up from 1,944 in Q1 2019.
  • Funds reported $201B of UnitedHealth stock for Q2 2019, down 1.3% quarter-over-quarter.
  • 147 funds opened new UnitedHealth positions in Q2 2019 and 104 closed out, a net change of +43 holders.
  • The largest UnitedHealth buyer in Q2 2019 was Nuveen, an estimated $1.91B added.
  • The largest UnitedHealth seller in Q2 2019 was T. Rowe Price Associates, an estimated $2.27B sold.

Based on aggregated 13F filings for Q2 2019.