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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
SRC
576
Shufro Rose & Co
New York
$9M -$245K -1,021 -3%
BPCE
577
Bank Pictet & Cie (Europe)
Germany
$8.97M -$801K -3,335 -8%
FNBT
578
FineMark National Bank & Trust
Florida
$8.91M -$683K -2,844 -7%
MIM
579
Marco Investment Management
Georgia
$8.86M -$1.35M -5,619 -13%
CHA
580
Cedar Hill Associates
Illinois
$8.82M -$1.23M -5,115 -12%
GP
581
Girard Partners
Pennsylvania
$8.82M -$112K -466 -1%
HCMT
582
Highland Capital Management (Tennessee)
Tennessee
$8.82M +$4.69M +19,543 +119%
GI
583
GAMCO Investors
Connecticut
$8.81M -$594K -2,475 -6%
AP
584
Appleton Partners
Massachusetts
$8.81M +$557K +2,320 +7%
OAM
585
Oxford Asset Management
United Kingdom
$8.8M +$4.94M +20,567 +135%
DWA
586
Douglass Winthrop Advisors
New York
$8.78M +$21.6K +90 +0.3%
WI
587
WBI Investments
New Jersey
$8.71M +$8.52M +35,487 New
FNT
588
First National Trust
Pennsylvania
$8.69M -$163K -678 -2%
Rockefeller Capital Management
589
Rockefeller Capital Management
New York
$8.66M +$50.7K +211 +0.6%
B
590
Bailard
California
$8.66M +$64.1K +267 +0.8%
BFA
591
Bragg Financial Advisors
North Carolina
$8.59M +$9.61K +40 +0.1%
MAM
592
Meeder Asset Management
Ohio
$8.51M -$371K -1,544 -4%
Cerity Partners
593
Cerity Partners
New York
$8.47M -$744K -3,099 -8%
GIA
594
Granite Investment Advisors
New Hampshire
$8.4M +$114K +476 +1%
OIA
595
Optimum Investment Advisors
Illinois
$8.39M -$15.6K -65 -0.2%
CI
596
Conning Inc
Connecticut
$8.38M -$178K -740 -2%
CCM
597
Crossvault Capital Management
Texas
$8.38M +$182K +760 +2%
PCA
598
Private Capital Advisors
Connecticut
$8.25M -$18K -75 -0.2%
NCM
599
Narwhal Capital Management
Georgia
$8.15M -$58.3K -243 -0.7%
NFG
600
NewFocus Financial Group
Washington
$8.11M -$116K -484 -1%

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.