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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
LNWWM
751
Laird Norton Wetherby Wealth Management
California
$4.21M +$35.1K +146 +0.9%
OMCS
752
Old Mutual Customised Solutions
South Africa
$4.19M +$48K +200 +1%
KFBMI
753
Kentucky Farm Bureau Mutual Insurance
Kentucky
$4.17M -$720K -3,000 -15%
ECM
754
Endurant Capital Management
California
$4.14M -$6.85M -28,541 -63%
NCM
755
Northstar Capital Management
New York
$4.13M +$29.3K +122 +0.7%
CWP
756
Capital Wealth Planning
Florida
$4.13M +$1.53M +6,355 +61%
ECM
757
Evergreen Capital Management
Washington
$4.09M +$1.1M +4,563 +38%
SC
758
Scholtz & Company
Connecticut
$4.07M +$1.37M +5,699 +52%
CFM
759
Coronation Fund Managers
South Africa
$4.06M -$809K -3,368 -17%
DWT
760
Dorsey & Whitney Trust
South Dakota
$4.06M -$17.5K -73 -0.4%
HAI
761
Hennessy Advisors Inc
California
$4.05M -$264K -1,100 -6%
GD
762
Grandfield & Dodd
New York
$4.02M -$18.2K -76 -0.5%
MCM
763
Manchester Capital Management
Vermont
$4.01M
AF
764
Arrow Financial
New York
$3.99M -$2.88K -12 -0.1%
NB
765
NBT Bank
New York
$3.98M -$157K -655 -4%
CB
766
Chemical Bank
Michigan
$3.98M +$278K +1,157 +8%
AWM
767
Avitas Wealth Management
California
$3.97M +$3.89M +16,196 New
ST
768
Spinnaker Trust
Maine
$3.97M +$78.3K +326 +2%
QCM
769
Quadrant Capital Management
New Jersey
$3.96M -$83.8K -349 -2%
ECML
770
Eagle Capital Management (Louisiana)
Louisiana
$3.95M +$22.3K +93 +0.6%
WAM
771
Wealthspire Advisors (Maryland)
Maryland
$3.94M -$82.6K -344 -2%
S
772
SimplyRich
California
$3.93M
MS
773
Marshall & Sullivan
Washington
$3.91M +$71.8K +299 +2%
DWM
774
Dorchester Wealth Management
Quebec, Canada
$3.88M
DLCIG
775
D.L. Carlson Investment Group
New Hampshire
$3.87M +$42.3K +176 +1%

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.