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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
SSI
801
Scott & Selber Inc
Texas
$3.58M +$19.4K +81 +0.6%
Marshall Wace
802
Marshall Wace
United Kingdom
$3.56M -$20.2M -84,090 -85%
ACM
803
Asymmetry Capital Management
California
$3.55M -$736K -3,066 -18%
MIFH
804
Migdal Insurance & Financial Holdings
Israel
$3.53M +$747K +3,112 +28%
GCAC
805
Guardian Capital Advisors (Canada)
Ontario, Canada
$3.53M -$144K -600 -4%
MPA
806
Marvin & Palmer Associates
Delaware
$3.53M
SAM
807
Smithbridge Asset Management
Pennsylvania
$3.48M -$6K -25 -0.2%
CBB
808
Citizens Business Bank
California
$3.46M -$177K -739 -5%
WCA
809
Westover Capital Advisors
Delaware
$3.45M +$681K +2,836 +25%
BIMC
810
Benson Investment Management Company
Virginia
$3.43M -$6K -25 -0.2%
Balyasny Asset Management
811
Balyasny Asset Management
Illinois
$3.41M +$1.88M +7,837 +130%
KWMG
812
King Wealth Management Group
Florida
$3.41M +$146K +607 +5%
MCM
813
Murphy Capital Management
New Jersey
$3.39M -$153K -638 -4%
CT
814
Chicago Trust
Illinois
$3.39M -$464K -1,934 -12%
Koshinski Asset Management
815
Koshinski Asset Management
Illinois
$3.37M +$5.52K +23 +0.2%
CS
816
Comerica Securities
Michigan
$3.37M +$115K +480 +4%
SMFG
817
Sumitomo Mitsui Financial Group
Japan
$3.36M +$742K +3,089 +29%
NRS
818
Neville Rodie & Shaw
New York
$3.35M +$126K +526 +4%
FI
819
Fosun International
China
$3.32M +$2.22M +9,250 +325%
FM
820
Foster & Motley
Ohio
$3.31M +$37.5K +156 +1%
HCA
821
Harbour Capital Advisors
Virginia
$3.31M -$9.85K -41 -0.3%
AIM
822
Acropolis Investment Management
Missouri
$3.29M -$595K -2,476 -16%
FM
823
Family Management
New York
$3.27M +$315K +1,310 +11%
CCM
824
Coldstream Capital Management
Washington
$3.24M +$67.2K +280 +2%
MCWS
825
McKinley Carter Wealth Services
West Virginia
$3.23M -$71.1K -296 -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.