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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
LA
976
LexAurum Advisors
Kansas
$1.89M +$25.2K +105 +1%
BCM
977
Bayesian Capital Management
New York
$1.89M +$1.42M +5,905 +328%
BHWM
978
Bar Harbor Wealth Management
New Hampshire
$1.89M -$12K -50 -0.6%
SCM
979
Shelton Capital Management
Colorado
$1.88M +$125K +521 +7%
HIM
980
Harbour Investment Management
Washington
$1.88M -$31.2K -130 -2%
WF
981
WoodTrust Financial
Wisconsin
$1.87M +$1.83M +7,634 New
CA
982
Cetera Advisors
Colorado
$1.87M +$106K +443 +6%
CBU
983
CIBC Bank USA
Illinois
$1.86M -$578K -2,406 -24%
AAS
984
Annex Advisory Services
Wisconsin
$1.85M +$47.3K +197 +3%
CB
985
Community Bank
New York
$1.84M -$73.2K -305 -4%
HMS
986
Hanseatic Management Services
New Mexico
$1.84M +$45.9K +191 +3%
IA
987
IFG Advisory
Georgia
$1.84M -$32.2K -134 -2%
CAM
988
Covenant Asset Management
New Jersey
$1.83M +$23.5K +98 +1%
CONA
989
Capital One National Association
New York
$1.82M -$97.2K -405 -5%
WAM
990
Wolverine Asset Management
Illinois
$1.82M +$1.78M +7,413 New
AAMA
991
Advanced Asset Management Advisors
Ohio
$1.82M
DJSG
992
D.J. St. Germain
Massachusetts
$1.81M +$101K +422 +6%
VAM
993
Verity Asset Management
North Carolina
$1.81M +$1.77M +7,372 New
BWM
994
BerganKDV Wealth Management
Minnesota
$1.8M +$196K +816 +12%
JA
995
JLB & Associates
Michigan
$1.8M +$1.76M +7,335 New
GT
996
Glenview Trust
Kentucky
$1.79M -$16.3K -68 -0.9%
HA
997
Hays Advisory
Tennessee
$1.79M -$142K -590 -7%
FPS
998
Fieldpoint Private Securities
Connecticut
$1.78M
EP
999
Edgestream Partners
New Jersey
$1.78M -$532K -2,215 -23%
TVWM
1000
Tower View Wealth Management
Wisconsin
$1.77M +$1.73M +7,218 New

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.