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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
OAG
76
Orbis Allan Gray
Bermuda
$386M +$129M +536,985 +52%
Franklin Resources
77
Franklin Resources
California
$386M +$20.7M +86,242 +6%
RhumbLine Advisers
78
RhumbLine Advisers
Massachusetts
$384M +$3.86M +16,080 +1%
Bank of Montreal
79
Bank of Montreal
Ontario, Canada
$382M -$20.2M -83,986 -5%
TA
80
Teachers Advisors
New York
$376M +$2.71M +11,306 +0.7%
JIM
81
Jensen Investment Management
Oregon
$371M -$35.4M -147,625 -9%
NIPH
82
NN Investment Partners Holdings
Netherlands
$371M -$15.5M -64,654 -4%
PAM
83
Panagora Asset Management
Massachusetts
$368M +$27.8M +115,862 +8%
Boston Partners
84
Boston Partners
Massachusetts
$363M -$33.4M -139,004 -9%
1832 Asset Management
85
1832 Asset Management
Ontario, Canada
$360M +$199M +827,226 +130%
PNC Financial Services Group
86
PNC Financial Services Group
Pennsylvania
$358M -$4.84M -20,175 -1%
Swedbank
87
Swedbank
Sweden
$352M +$5.28M +22,001 +2%
Stifel Financial
88
Stifel Financial
Missouri
$347M -$11M -45,686 -3%
RJA
89
Raymond James & Associates
Florida
$344M +$12.1M +50,242 +4%
PI
90
Putnam Investments
Massachusetts
$344M -$104M -431,461 -24%
Adage Capital Partners
91
Adage Capital Partners
Massachusetts
$341M +$9.32M +38,800 +3%
UIM
92
USS Investment Management
United Kingdom
$340M
State Board of Administration of Florida Retirement System
93
State Board of Administration of Florida Retirement System
Florida
$320M -$2.77M -11,549 -0.9%
State of Wisconsin Investment Board
94
State of Wisconsin Investment Board
Wisconsin
$301M -$19.8M -82,440 -6%
HSBC Holdings
95
HSBC Holdings
United Kingdom
$295M -$115M -479,729 -28%
Barclays
96
Barclays
United Kingdom
$294M -$150M -623,875 -34%
Viking Global Investors
97
Viking Global Investors
Connecticut
$291M -$62.3M -259,601 -18%
DZ Bank
98
DZ Bank
Germany
$287M +$153M +638,736 +120%
Thrivent Financial for Lutherans
99
Thrivent Financial for Lutherans
Minnesota
$286M -$118M -493,481 -30%
Arrowstreet Capital
100
Arrowstreet Capital
Massachusetts
$284M -$534M -2,224,337 -66%

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.