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
ECU
51
Egerton Capital (UK)
United Kingdom
$675M +$140M +583,898 +27%
New York State Common Retirement Fund
52
New York State Common Retirement Fund
New York
$670M -$29.2M -121,789 -4%
California Public Employees Retirement System
53
California Public Employees Retirement System
California
$665M +$44.3M +184,337 +7%
Winslow Capital Management
54
Winslow Capital Management
Minnesota
$639M -$24.6M -102,368 -4%
AQR Capital Management
55
AQR Capital Management
Connecticut
$635M +$76.4M +318,094 +14%
Caisse de Depot et Placement du Quebec (CDPQ)
56
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$609M -$93.8M -390,800 -14%
VOYA Investment Management
57
VOYA Investment Management
Georgia
$598M -$21.5M -89,510 -4%
FMI
58
Fiduciary Management Inc
Wisconsin
$588M -$191M -795,700 -25%
Prudential Financial
59
Prudential Financial
New Jersey
$578M -$28.7M -119,713 -5%
Mitsubishi UFJ Trust & Banking
60
Mitsubishi UFJ Trust & Banking
Japan
$522M +$6.38M +26,578 +1%
PP
61
Prudential plc
United Kingdom
$488M -$56.9M -237,149 -11%
AAMU
62
Amundi Asset Management US
Massachusetts
$484M +$30.2M +125,711 +7%
JSP
63
Jackson Square Partners
California
$483M +$93.8M +390,768 +25%
Grantham, Mayo, Van Otterloo & Co (GMO)
64
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$482M -$192M -800,328 -29%
WRF
65
Waddell & Reed Financial
Kansas
$479M -$25.7M -107,152 -5%
Principal Financial Group
66
Principal Financial Group
Iowa
$456M -$20.7M -86,306 -4%
TD Asset Management
67
TD Asset Management
Ontario, Canada
$444M -$40.8M -170,068 -9%
Schroder Investment Management Group
68
Schroder Investment Management Group
United Kingdom
$432M -$64.7M -269,328 -13%
Ninety One (UK)
69
Ninety One (UK)
United Kingdom
$424M +$26M +108,199 +7%
Russell Investments Group
70
Russell Investments Group
United Kingdom
$418M -$143M -596,671 -26%
California State Teachers Retirement System (CalSTRS)
71
California State Teachers Retirement System (CalSTRS)
California
$414M -$672K -2,797 -0.2%
VAM
72
Vontobel Asset Management
New York
$405M +$17.8M +74,126 +5%
APG Asset Management
73
APG Asset Management
Netherlands
$397M +$7.47M +31,100 +2%
Asset Management One
74
Asset Management One
Japan
$393M +$3.32M +13,822 +0.9%
New York State Teachers Retirement System (NYSTRS)
75
New York State Teachers Retirement System (NYSTRS)
New York
$389M -$8.22M -34,251 -2%

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.