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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
CAL
776
Capital Analysts LLC
Pennsylvania
$3.87M -$31.5K -131 -0.8%
OWD
777
Osborn Williams & Donohoe
Ohio
$3.86M +$124K +518 +3%
LCM
778
Liberty Capital Management
Michigan
$3.86M +$50.2K +209 +1%
RCP
779
Rothschild Capital Partners
New York
$3.8M
MSWM
780
Mader & Shannon Wealth Management
Missouri
$3.78M +$3.7M +15,419 New
PIM
781
Penobscot Investment Management
Massachusetts
$3.78M +$280K +1,165 +8%
GIM
782
Goelzer Investment Management
Indiana
$3.78M -$203K -847 -5%
TI
783
Trexquant Investment
Connecticut
$3.75M -$2.45M -10,196 -40%
IFAM
784
Institutional & Family Asset Management
Colorado
$3.74M -$310K -1,291 -8%
PCTC
785
Perkins Coie Trust Company
Washington
$3.73M -$19.7K -82 -0.5%
SIM
786
Sterling Investment Management
Arizona
$3.73M +$187K +780 +5%
AAMU
787
AEGON Asset Management (UK)
United Kingdom
$3.71M -$407K -1,696 -10%
PCM
788
Palouse Capital Management
Washington
$3.71M -$135K -561 -4%
CCFCSB
789
Cape Cod Five Cents Savings Bank
Massachusetts
$3.71M -$77.8K -324 -2%
PP
790
Pegasus Partners
Wisconsin
$3.7M +$265K +1,103 +8%
Assenagon Asset Management
791
Assenagon Asset Management
Luxembourg
$3.7M +$3.62M +15,078 New
SCM
792
Schnieders Capital Management
California
$3.69M +$26.7K +111 +0.7%
IA
793
IFP Advisors
Florida
$3.69M -$471K -1,962 -12%
BSW
794
Buckingham Strategic Wealth
Missouri
$3.68M +$161K +670 +5%
UH
795
Unigestion Holding
Switzerland
$3.67M +$3.59M +14,937 New
PFT
796
Providence First Trust
Arizona
$3.66M
HFS
797
HL Financial Services
Kentucky
$3.66M +$33.9K +141 +1%
AC
798
Arjuna Capital
North Carolina
$3.65M +$17.8K +74 +0.5%
RA
799
RiverPark Advisors
New York
$3.65M +$887K +3,696 +33%
JFG
800
Jefferies Financial Group
New York
$3.61M +$3.53M +14,698 New

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.