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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
MGIA
1026
Moneta Group Investment Advisors
Missouri
$1.59M +$368K +1,534 +31%
ZB
1027
Zions Bancorporation
Utah
$1.59M +$368K +1,534 +31%
MA
1028
Mutual Advisors
Nebraska
$1.58M +$398K +1,659 +35%
KFA
1029
Kays Financial Advisory
Georgia
$1.58M +$58.6K +244 +4%
CPR
1030
CSU Producer Resources
Ohio
$1.57M
SKK
1031
Shepherd Kaplan Krochuk
Massachusetts
$1.57M
ANRIA
1032
American National Registered Investment Advisor
Texas
$1.56M -$12K -50 -0.8%
KCM
1033
Karp Capital Management
California
$1.56M +$1.52M +6,343 New
STMM
1034
South Texas Money Management
Texas
$1.55M -$480 -2 -0%
GRP
1035
Global Retirement Partners
California
$1.55M +$112K +468 +8%
TH
1036
TCTC Holdings
Texas
$1.54M
NAM
1037
Needelman Asset Management
California
$1.54M -$2.4K -10 -0.2%
LSAG
1038
Lake Street Advisors Group
New Hampshire
$1.53M -$61.5K -256 -4%
WA
1039
Wasatch Advisors
Utah
$1.53M +$144K +600 +11%
TSW
1040
Thompson Siegel & Walmsley
Virginia
$1.53M +$1.01M +4,200 +206%
TPWA
1041
TRUE Private Wealth Advisors
Oregon
$1.53M +$29.8K +124 +2%
S
1042
SignatureFD
Georgia
$1.52M +$139K +578 +10%
MNBTD
1043
Moody National Bank Trust Division
Texas
$1.52M -$12K -50 -0.8%
SCM
1044
Southport Capital Management
Tennessee
$1.51M +$52.3K +218 +4%
WA
1045
Waverly Advisors
Alabama
$1.51M +$72.3K +301 +5%
FLI
1046
Family Legacy Inc
South Carolina
$1.51M -$67K -279 -4%
DDC
1047
DF Dent & Co
Maryland
$1.5M +$1.92K +8 +0.1%
CAN
1048
Claraphi Advisory Network
United States
$1.5M -$98K -408 -6%
DWM
1049
Dakota Wealth Management
Florida
$1.49M +$1.17M +4,890 +410%
PIM
1050
Partner Investment Management
California
$1.49M -$1.11M -4,612 -43%

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.