We are live on ! Find out more
UNH icon

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
LBC
551
Lowe Brockenbrough & Co
Virginia
$9.84M -$69.6K -290 -0.7%
CC
552
ClearArc Capital
Ohio
$9.84M +$156K +651 +2%
WFI
553
West Family Investments
California
$9.81M
V
554
Veritable
Delaware
$9.8M -$69.6K -290 -0.7%
HIMC
555
Heritage Investors Management Corp
Maryland
$9.79M +$946K +3,941 +11%
SRAM
556
Stone Ridge Asset Management
New York
$9.77M +$600K +2,498 +7%
NAM
557
NorthCoast Asset Management
Connecticut
$9.74M +$4.56M +18,972 +92%
GP
558
Greenline Partners
New York
$9.67M +$1.68M +6,983 +22%
TIP
559
Torray Investment Partners
Maryland
$9.66M -$3.6K -15 -0%
DT
560
Diversified Trust
Tennessee
$9.65M -$139K -578 -1%
VC
561
Vestor Capital
Illinois
$9.59M -$67.2K -280 -0.7%
MERSOM
562
Municipal Employees' Retirement System of Michigan
Michigan
$9.58M -$269K -1,120 -3%
TEC
563
Tiger Eye Capital
Tennessee
$9.52M -$2.36M -9,817 -20%
FA
564
FDx Advisors
Illinois
$9.44M -$2.21M -9,205 -19%
PA
565
Profund Advisors
Maryland
$9.4M -$1.83M -7,629 -17%
Two Sigma Advisers
566
Two Sigma Advisers
New York
$9.39M +$6.68M +27,800 +265%
PAIM
567
Punch & Associates Investment Management
Minnesota
$9.38M
SGI
568
Summit Global Investments
Utah
$9.37M -$5.7M -23,759 -38%
LSA
569
L & S Advisors
California
$9.33M -$514K -2,141 -5%
Carson Wealth (CWM LLC)
570
Carson Wealth (CWM LLC)
Nebraska
$9.32M +$2.32M +9,674 +34%
AHB
571
Abner Herrman & Brock
New Jersey
$9.24M -$14.4K -60 -0.2%
SCM
572
Suffolk Capital Management
New York
$9.19M -$1.05M -4,357 -10%
MSFP
573
Mark Sheptoff Financial Planning
Connecticut
$9.15M -$23.1K -96 -0.3%
YIA
574
YHB Investment Advisors
Connecticut
$9.1M +$116K +482 +1%
AIM
575
Assured Investment Management
New York
$9.03M +$4.32M +17,991 +96%

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.