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
DSI
601
Daiwa SB Investments
Japan
$8.09M +$36K +150 +0.5%
CM
602
Churchill Management
California
$8.08M +$275K +1,146 +4%
NCM
603
Novare Capital Management
North Carolina
$8.03M -$244K -1,016 -3%
PTB
604
Pioneer Trust Bank
Oregon
$8.02M -$1.68K -7 -0%
TC
605
Telemus Capital
Michigan
$7.96M +$156K +648 +2%
CW
606
Cobiz Wealth
Colorado
$7.94M +$16.6K +69 +0.2%
AIP
607
Ameritas Investment Partners
Nebraska
$7.93M -$514K -2,141 -6%
CCM
608
Copeland Capital Management
Pennsylvania
$7.88M -$1.12M -4,670 -13%
AT
609
Arden Trust
Delaware
$7.86M -$456K -1,897 -6%
FIM
610
Foresters Investment Management
New York
$7.85M +$1.42M +5,900 +23%
MYLI
611
Meiji Yasuda Life Insurance
Japan
$7.82M +$898K +3,740 +13%
Mackenzie Financial
612
Mackenzie Financial
Ontario, Canada
$7.81M +$904K +3,766 +13%
CSS
613
Cubist Systematic Strategies
Connecticut
$7.79M +$1.68M +6,996 +28%
CFG
614
Cambridge Financial Group
Ohio
$7.79M +$494K +2,059 +7%
ANBT
615
American National Bank & Trust
Texas
$7.75M -$61.2K -255 -0.8%
PP
616
Patten & Patten
Tennessee
$7.71M +$1.03M +4,271 +16%
BIM
617
Bridgecreek Investment Management
Oklahoma
$7.68M +$8.4K +35 +0.1%
BDS
618
Banco de Sabadell
Florida
$7.62M -$2.51M -10,443 -25%
AF
619
Alerus Financial
North Dakota
$7.61M -$199K -829 -3%
WAS
620
WESPAC Advisors SoCal
California
$7.61M -$231K -960 -3%
AC
621
Addenda Capital
Quebec, Canada
$7.54M -$69.4K -289 -0.9%
GC
622
Grimes & Company
Massachusetts
$7.5M -$556K -2,315 -7%
VFA
623
Voya Financial Advisors
Connecticut
$7.49M +$213K +889 +3%
MC
624
Maverick Capital
Texas
$7.48M -$2.6M -10,820 -26%
CIC
625
Chase Investment Counsel
Virginia
$7.44M -$934K -3,889 -11%

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.