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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
GJIC
826
Gamble Jones Investment Counsel
California
$3.22M -$12K -50 -0.4%
VCWA
827
Vanguard Capital Wealth Advisors
Colorado
$3.2M +$720 +3 +0%
CIA
828
Capital Impact Advisors
Massachusetts
$3.19M
SCI
829
Stableford Capital II
Arizona
$3.19M -$11.3K -47 -0.4%
SSB
830
Sandy Spring Bank
Maryland
$3.18M -$67K -279 -2%
CT
831
Clearstead Trust
Maine
$3.17M -$32.4K -135 -1%
WIC
832
Woodmont Investment Counsel
Tennessee
$3.16M -$77.3K -322 -2%
SH
833
Svenska Handelsbanken
Sweden
$3.14M -$456K -1,900 -13%
SBIA
834
Sheaff Brock Investment Advisors
Indiana
$3.13M -$1.45M -6,051 -32%
GP
835
Geneva Partners
Wisconsin
$3.12M +$128K +531 +4%
CA
836
Cynosure Advisors
Utah
$3.12M
PIMJS
837
PKO Investment Management Joint-Stock
Poland
$3.11M
ACM
838
Ativo Capital Management
Illinois
$3.06M -$384K -1,598 -11%
NA
839
Navellier & Associates
Nevada
$3.05M +$210K +876 +8%
FMB
840
Field & Main Bank
Kentucky
$3.04M +$2.4K +10 +0.1%
SCP
841
Seizert Capital Partners
Michigan
$3.03M
AWM
842
Avior Wealth Management
Nebraska
$3.03M -$222K -923 -7%
CWM
843
Cahaba Wealth Management
Georgia
$3.03M -$960 -4 -0%
CBTWT
844
Community Bank & Trust (Waco, Texas)
Texas
$3.02M -$71.6K -298 -2%
BB
845
Busey Bank
Illinois
$3.02M -$89.3K -372 -3%
BPCA
846
Bank Pictet & Cie (Asia)
Singapore
$3M +$1.18M +4,916 +67%
CCM
847
Cadence Capital Management
Massachusetts
$3M +$32.2K +134 +1%
BEC
848
Blue Edge Capital
Virginia
$3M +$35.5K +148 +1%
WI
849
WrapManager Inc
California
$2.99M -$552K -2,299 -16%
SWP
850
Stratos Wealth Partners
Ohio
$2.98M -$66.3K -276 -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.