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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
CAM
726
Cozad Asset Management
Illinois
$4.75M +$4.65M +19,360 New
CIM
727
Cambria Investment Management
California
$4.71M -$736K -3,065 -14%
RGI
728
River Global Investors
United Kingdom
$4.68M +$200K +831 +5%
MC
729
Martin Currie
United Kingdom
$4.67M
DC
730
Davenport & Co
Virginia
$4.67M +$103K +429 +2%
WS
731
Wedbush Securities
California
$4.66M +$893K +3,719 +24%
JFGIW
732
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$4.63M -$273K -1,136 -6%
FAAS
733
First Allied Advisory Services
California
$4.58M +$827K +3,443 +23%
PS
734
Pensionfund Sabic
Netherlands
$4.51M -$480K -2,000 -10%
ATC
735
Argent Trust Co
Tennessee
$4.51M +$1.08M +4,499 +32%
VanEck Associates
736
VanEck Associates
New York
$4.46M +$4.37M +18,196 New
TCM
737
Teza Capital Management
Illinois
$4.46M +$4.37M +18,185 New
KRSITF
738
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$4.44M -$974K -4,055 -18%
AFG
739
Albion Financial Group
Utah
$4.4M +$277K +1,154 +7%
MAM
740
Morse Asset Management
Connecticut
$4.37M +$729K +3,038 +21%
MUAMU
741
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$4.37M -$288K -1,200 -6%
CIP
742
Convergence Investment Partners
Florida
$4.36M -$65.8K -274 -2%
WJA
743
Williams Jones & Associates
New York
$4.35M -$48K -200 -1%
GFPC
744
Global Financial Private Capital
Florida
$4.32M +$182K +760 +5%
NIMI
745
Natixis Investment Managers International
France
$4.32M +$900K +3,747 +27%
BCM
746
BTC Capital Management
Iowa
$4.29M -$78.3K -326 -2%
SFWA
747
Summit Financial Wealth Advisors
Louisiana
$4.29M -$19.9K -83 -0.4%
AF
748
Advisornet Financial
Minnesota
$4.29M +$28.1K +117 +0.7%
BFS
749
Bradley Foster & Sargent
Connecticut
$4.22M +$11K +46 +0.3%
SCM
750
SOL Capital Management
Maryland
$4.22M -$13.4K -56 -0.3%

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.