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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
DBG
501
De Burlo Group
Massachusetts
$11.8M +$552K +2,300 +5%
RMDI
502
R.M. Davis Inc
Maine
$11.7M +$10.5M +43,929 +1,164%
DCM
503
Decatur Capital Management
Georgia
$11.7M -$66K -275 -0.6%
EDRH
504
Edmond de Rothschild Holding
Switzerland
$11.6M -$140K -585 -1%
PFPT
505
Pinnacle Financial Partners (Tennessee)
Tennessee
$11.6M +$551K +2,293 +5%
D.E. Shaw & Co
506
D.E. Shaw & Co
New York
$11.6M -$26.3M -109,520 -70%
CGH
507
Crossmark Global Holdings
Texas
$11.5M -$1.06M -4,419 -9%
GAM
508
Gotham Asset Management
New York
$11.5M +$2.25M +9,359 +25%
MML Investors Services
509
MML Investors Services
Massachusetts
$11.5M +$445K +1,852 +4%
SW
510
SVB Wealth
Massachusetts
$11.5M -$1.45M -6,027 -11%
Wolverine Trading
511
Wolverine Trading
Illinois
$11.4M
BCM
512
Bridgeway Capital Management
Texas
$11.4M
ARTA
513
A.R.T. Advisors
New York
$11.3M +$9.22M +38,400 +505%
HI
514
HBK Investments
Texas
$11.3M -$10.4M -43,250 -48%
OI
515
Oakbrook Investments
Illinois
$11.3M -$433K -1,805 -4%
CTA
516
Colonial Trust Advisors
South Carolina
$11.3M -$148K -615 -1%
FIB
517
First Interstate Bank
Montana
$11.2M -$553K -2,302 -5%
LS
518
Livforsakringsbolaget Skandia
Sweden
$11.1M +$552K +2,300 +5%
BIAS
519
Beacon Investment Advisory Services
New Jersey
$11.1M -$17.8K -74 -0.2%
AAF
520
Andra AP-fonden
Sweden
$11.1M -$744K -3,100 -6%
Pacer Advisors
521
Pacer Advisors
Pennsylvania
$11M +$1.94M +8,064 +22%
GCC
522
Guardian Capital (Canada)
Ontario, Canada
$11M +$552K +2,300 +5%
HEIP
523
Hudson Edge Investment Partners
New Jersey
$11M -$5.42M -22,574 -34%
BOTW
524
Bank of the West
California
$11M +$141K +588 +1%
CMI
525
Cider Mill Investments
Connecticut
$10.8M +$432K +1,800 +4%

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.