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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
AIM
901
Anchor Investment Management
South Carolina
$2.46M -$1.92K -8 -0.1%
JIC
902
Johnson Investment Counsel
Ohio
$2.45M +$36.5K +152 +2%
EFS
903
Essex Financial Services
Connecticut
$2.44M +$3.84K +16 +0.2%
BFC
904
Blue Fin Capital
Rhode Island
$2.44M +$130K +542 +6%
IHL
905
Investment House LLC
California
$2.44M
APA
906
American Portfolios Advisors
New York
$2.44M +$246K +1,026 +11%
VCAM
907
Van Cleef Asset Management
Ohio
$2.42M -$38.4K -160 -2%
VF
908
Virtu Financial
New York
$2.42M -$9.28M -38,631 -80%
GIA
909
GHP Investment Advisors
Colorado
$2.4M +$338K +1,408 +17%
SFS
910
Sowell Financial Services
Arkansas
$2.4M -$84.5K -352 -4%
SOAMC
911
Spirit of America Management Corp
New York
$2.39M
OTPPB
912
Ontario Teachers' Pension Plan Board
Ontario, Canada
$2.38M -$61.7K -257 -3%
IB
913
Intrust Bank
Kansas
$2.38M +$40.3K +168 +2%
WSCM
914
Wellington Shields Capital Management
New York
$2.38M +$1.04M +4,325 +81%
BCA
915
Bray Capital Advisors
Florida
$2.37M -$20.4K -85 -0.9%
LOAME
916
Lombard Odier Asset Management (Europe)
United Kingdom
$2.37M +$41.1K +171 +2%
ADL
917
Asset Dedication LLC
California
$2.36M -$42K -175 -2%
CCA
918
Checchi Capital Advisers
California
$2.35M +$84.8K +353 +4%
EGA
919
E&G Advisors
Texas
$2.34M +$72K +300 +3%
CC
920
Cedar Capital
Illinois
$2.33M +$578K +2,407 +34%
LA
921
Lau Associates
Delaware
$2.33M
SFG
922
SNS Financial Group
Minnesota
$2.32M -$4.8K -20 -0.2%
SSWM
923
Sheets Smith Wealth Management
North Carolina
$2.29M +$5.52K +23 +0.2%
BAC
924
Boys Arnold & Co
North Carolina
$2.29M -$7.92K -33 -0.4%
TCOV
925
Trust Company of Vermont
Vermont
$2.29M +$463K +1,927 +26%

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.