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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
RAM
951
Roanoke Asset Management
New Jersey
$2.15M -$134K -560 -6%
MWVC
952
Morgens Waterfall Vintiadis & Co
New York
$2.14M -$480K -2,000 -19%
NGA
953
Naples Global Advisors
Florida
$2.13M -$123K -511 -6%
PFM
954
Parsec Financial Management
North Carolina
$2.13M -$22.8K -95 -1%
Verition Fund Management
955
Verition Fund Management
Connecticut
$2.12M +$1.73M +7,209 +503%
YWP
956
YorkBridge Wealth Partners
New York
$2.09M -$18K -75 -0.9%
MSAM
957
Moloney Securities Asset Management
Missouri
$2.08M +$13.9K +58 +0.7%
DSC
958
Duncker Streett & Co
Missouri
$2.07M +$425K +1,771 +27%
CSIC
959
Clifford Swan Investment Counsel
California
$2.07M +$81.6K +340 +4%
AIM
960
AMI Investment Management
Indiana
$2.05M -$633K -2,638 -24%
CAG
961
Csenge Advisory Group
Florida
$2.02M -$80.4K -335 -4%
WWM
962
Willingdon Wealth Management
North Carolina
$2.02M +$942K +3,922 +91%
MPAM
963
Murphy Pohlad Asset Management
Minnesota
$2.02M -$38.4K -160 -2%
PTC
964
Private Trust Company
Ohio
$2.01M -$75.4K -314 -4%
EWM
965
Elmwood Wealth Management
California
$2M -$69.6K -290 -3%
DTL
966
Dynamic Technology Lab
Singapore
$1.99M +$1.22M +5,100 +170%
HWA
967
Heritage Wealth Advisors
Virginia
$1.97M +$39.9K +166 +2%
CPA
968
Capital Planning Advisors
California
$1.95M -$184K -767 -9%
HIM
969
Hermes Investment Management
United Kingdom
$1.94M -$96K -400 -5%
CG
970
Caprock Group
Idaho
$1.94M +$167K +696 +10%
TWI
971
Thomas White International
Illinois
$1.93M
ASN
972
Advisory Services Network
Georgia
$1.93M +$414K +1,724 +30%
PGFC
973
Peapack-Gladstone Financial Corp
New Jersey
$1.92M +$747K +3,110 +66%
CCM
974
Cox Capital Management
Massachusetts
$1.92M +$1.88M +7,812 New
NCGI
975
Next Century Growth Investors
Minnesota
$1.89M

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.