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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
HVIA
676
Hudson Valley Investment Advisors
New York
$6.05M +$57.1K +238 +1%
WIS
677
Wright Investors Service
Connecticut
$6.01M -$617K -2,570 -9%
NC
678
NBW Capital
Massachusetts
$5.92M +$116K +482 +2%
KCM
679
Kornitzer Capital Management
Kansas
$5.89M -$289K -1,205 -5%
SIC
680
Sigma Investment Counselors
Michigan
$5.85M -$12.2K -51 -0.2%
LFAS
681
Level Four Advisory Services
Texas
$5.8M +$304K +1,264 +6%
IA
682
Icon Advisers
Colorado
$5.72M +$4.8K +20 +0.1%
HCM
683
Highlander Capital Management
New Jersey
$5.72M
AW
684
ACG Wealth
Georgia
$5.69M -$198K -825 -3%
ECM
685
Everence Capital Management
Indiana
$5.69M
UC
686
Unio Capital
New Jersey
$5.62M +$337K +1,402 +7%
BCMO
687
Buckingham Capital Management (Ohio)
Ohio
$5.57M +$1.12M +4,661 +26%
ACI
688
Alpha Cubed Investments
California
$5.54M +$92.4K +385 +2%
FAT
689
First American Trust
California
$5.45M -$916K -3,815 -15%
CIA
690
Covington Investment Advisors
Pennsylvania
$5.44M +$8.64K +36 +0.2%
MPM
691
Meritage Portfolio Management
Kansas
$5.43M -$249K -1,037 -4%
MA
692
Montag & Associates
Georgia
$5.29M +$126K +525 +2%
LPU
693
Lansdowne Partners (UK)
United Kingdom
$5.26M
SPC
694
Sigma Planning Corp
Michigan
$5.26M +$741K +3,084 +17%
HAM
695
Highstreet Asset Management
Ontario, Canada
$5.23M -$972K -4,048 -16%
SWM
696
Segment Wealth Management
Texas
$5.22M +$47.8K +199 +0.9%
GIM
697
Groesbeck Investment Management
New Jersey
$5.21M -$1.79M -7,442 -26%
JIR
698
James Investment Research
Ohio
$5.21M -$37K -154 -0.7%
ELI
699
Empire Life Investments
Ontario, Canada
$5.21M +$80.4K +335 +2%
NWM
700
Nicola Wealth Management
British Columbia, Canada
$5.15M +$960K +4,000 +24%

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.