UnitedHealth
UNH
1,263 hedge funds and large institutions have $117B invested in UnitedHealth in 2016 Q2 according to their latest regulatory filings, with 112 funds opening new positions, 448 increasing their positions, 544 reducing their positions, and 51 closing their positions.
120% more first-time investments, than exits
New positions opened: 112 | Existing positions closed: 51
17% more funds holding in top 10
Funds holding in top 10: 106 → 124 (+18)
9% more capital invested
Capital invested by funds: $107B → $117B (+$10B)
4% more funds holding
Funds holding: 1,219 → 1,263 (+44)
4.09% less ownership
Funds ownership: 91.15% → 87.06% (-4.1%)
16% less call options, than puts
Call options by funds: $637M | Put options by funds: $756M
18% less repeat investments, than reductions
Existing positions increased: 448 | Existing positions reduced: 544
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Boston Partners
Boston,
Massachusetts
|
+$152M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$150M |
| 3 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$138M |
| 4 |
1832 Asset Management
Toronto,
Ontario, Canada
|
+$121M |
| 5 |
WA
WestEnd Advisors
Charlotte,
North Carolina
|
+$89.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal London Asset Management
United Kingdom
|
-$3.99B |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$449M |
| 3 |
ClearBridge Investments
New York
|
-$289M |
| 4 |
AllianceBernstein
Nashville,
Tennessee
|
-$271M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
-$265M |
UNH Hedge Fund Activity: Q2 2016 in Review
1,263 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in UnitedHealth (UNH) for Q2 2016, worth a combined $117B — up 9.4% from $107B a quarter earlier.
Buyers outnumbered sellers: 112 funds opened new UNH positions and 51 closed out — a net gain of 61 holders — while 448 added to existing stakes and 544 trimmed.
The largest buyer was Boston Partners, adding an estimated $152M. The largest seller was Royal London Asset Management, cutting an estimated $3.99B.
- 1,263 institutional investors held UnitedHealth (UNH) as of Q2 2016, up from 1,219 in Q1 2016.
- Funds reported $117B of UnitedHealth stock for Q2 2016, up 9.4% quarter-over-quarter.
- 112 funds opened new UnitedHealth positions in Q2 2016 and 51 closed out, a net change of +61 holders.
- The largest UnitedHealth buyer in Q2 2016 was Boston Partners, an estimated $152M added.
- The largest UnitedHealth seller in Q2 2016 was Royal London Asset Management, an estimated $3.99B sold.
Based on aggregated 13F filings for Q2 2016.