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
AI
651
Atria Investments
North Carolina
$6.61M +$1.98M +8,250 +44%
SCA
652
Snowden Capital Advisors
New York
$6.52M +$272K +1,132 +4%
BIM
653
Bridges Investment Management
Nebraska
$6.46M +$1.27M +5,284 +25%
CBT
654
Central Bank & Trust
Kentucky
$6.45M +$1.01M +4,215 +19%
IAA
655
Independent Advisor Alliance
North Carolina
$6.43M +$316K +1,314 +5%
LCM
656
Logan Capital Management
Pennsylvania
$6.42M -$130K -543 -2%
BWFA
657
Baltimore-Washington Financial Advisors
Maryland
$6.42M +$591K +2,460 +10%
CTA
658
Chesley Taft & Associates
Illinois
$6.37M -$445K -1,853 -7%
WorldQuant Millennium Advisors
659
WorldQuant Millennium Advisors
New York
$6.34M +$6.2M +25,835 New
LIA
660
LS Investment Advisors
Michigan
$6.34M -$67.2K -280 -1%
FDCDDQ
661
Federation des caisses Desjardins du Quebec
Quebec, Canada
$6.32M +$450K +1,872 +8%
IWA
662
IBEX Wealth Advisors
New Jersey
$6.32M
PDN
663
Pensionfund DSM Netherlands
Netherlands
$6.3M -$648K -2,700 -10%
CS
664
Cannell & Spears
New York
$6.28M +$11.5K +48 +0.2%
CAM
665
Cubic Asset Management
Massachusetts
$6.27M -$342K -1,425 -5%
BUB
666
BBVA USA Bancshares
Texas
$6.25M -$308K -1,284 -5%
LIM
667
Leavell Investment Management
Alabama
$6.23M +$158K +660 +3%
FMC
668
First Merchants Corp
Indiana
$6.14M +$715K +2,979 +14%
WTC
669
WhitTier Trust Company
Nevada
$6.14M +$346K +1,441 +6%
SCM
670
Stanley Capital Management
Texas
$6.13M
FLII
671
First Long Island Investors
New York
$6.11M -$362K -1,506 -6%
MIC
672
MU Investments Company
Japan
$6.1M
FNFDCM
673
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$6.09M +$20.4K +85 +0.3%
AWP
674
Ascent Wealth Partners
New York
$6.08M +$26.2K +109 +0.4%
LAM
675
Lingohr Asset Management
Germany
$6.06M

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.