We are live on ! Find out more
UNH icon

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
GC
926
Grace Capital
Massachusetts
$2.28M +$2.23M +9,290 New
BTNA
927
Bremer Trust National Association
Minnesota
$2.27M -$2.31M -9,609 -51%
BCWM
928
Blue Chip Wealth Management
Florida
$2.27M +$80.7K +336 +4%
SAM
929
Symphony Asset Management
California
$2.26M -$285K -1,185 -10%
Credit Agricole
930
Credit Agricole
France
$2.25M +$1.97M +8,190 +819%
CWM
931
CMH Wealth Management
New Hampshire
$2.25M -$866K -3,605 -28%
BSPF
932
British Steel Pension Fund
United Kingdom
$2.23M -$2.75M -11,438 -56%
REMPR
933
Roof Eidam Maycock Peralta (REMP)
California
$2.23M -$12K -50 -0.5%
MCM
934
Monument Capital Management
Virginia
$2.23M -$298K -1,240 -12%
BCI
935
Brinker Capital Investments
Pennsylvania
$2.22M +$66.5K +277 +3%
BP
936
Ballentine Partners
Massachusetts
$2.22M +$48.5K +202 +2%
BDF
937
Balasa Dinverno & Foltz
$2.21M +$75.2K +313 +4%
DDC
938
Daniel Devine & Co
Florida
$2.2M
BOH
939
Bank of Hawaii
Hawaii
$2.19M
PAS
940
Park Avenue Securities
New York
$2.19M +$200K +835 +10%
WCM
941
Weik Capital Management
Pennsylvania
$2.19M -$126K -525 -6%
LPT
942
Legacy Private Trust
Wisconsin
$2.19M -$9.37K -39 -0.4%
TIA
943
Trust Investment Advisors
Indiana
$2.17M -$48K -200 -2%
PC
944
Port Capital
Illinois
$2.17M +$25.2K +105 +1%
JFA
945
Johanson Financial Advisors
California
$2.17M +$99.6K +415 +5%
RIM
946
Regent Investment Management
Kentucky
$2.17M -$354K -1,475 -14%
MLL
947
Moody Lynn & Lieberson
Massachusetts
$2.17M +$8.16K +34 +0.4%
SCA
948
Stonebridge Capital Advisors
Minnesota
$2.17M -$178K -740 -8%
IUHSA
949
Itau Unibanco Holding S.A.
Brazil
$2.15M -$174K -725 -8%
AIA
950
AIMZ Investment Advisors
California
$2.15M -$54K -225 -3%

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.