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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
BIA
1051
Bigelow Investment Advisors
Maine
$1.48M -$30K -125 -2%
PT
1052
Plimoth Trust
Massachusetts
$1.48M -$107K -445 -7%
SFSIG
1053
San Francisco Sentry Investment Group
California
$1.48M -$814K -3,392 -36%
ECM
1054
Element Capital Management
New York
$1.47M +$1.08M +4,498 +298%
KJHP
1055
K.J. Harrison & Partners
Ontario, Canada
$1.47M +$1.44M +6,000 New
SIA
1056
Starfire Investment Advisers
Michigan
$1.46M
CAS
1057
Cue Advisory Services
Arizona
$1.45M -$25.2K -105 -2%
CA
1058
Cambridge Advisors
Nebraska
$1.44M
EHWM
1059
Eads & Heald Wealth Management
Georgia
$1.44M +$275K +1,144 +24%
FMLI
1060
Fukoku Mutual Life Insurance
Japan
$1.42M +$552K +2,300 +66%
UR
1061
USCA RIA
Texas
$1.42M -$111K -463 -7%
FB
1062
Fulton Bank
Pennsylvania
$1.42M -$92.2K -384 -6%
IFS
1063
Ifrah Financial Services
Arkansas
$1.41M -$6.48K -27 -0.5%
KA
1064
Kovack Advisors
Florida
$1.41M +$194K +809 +16%
PWMAG
1065
Pinnacle Wealth Management Advisory Group
New Jersey
$1.41M -$31.2K -130 -2%
SLG
1066
Stanley-Laman Group
Pennsylvania
$1.4M +$51.9K +216 +4%
Fuller & Thaler Asset Management
1067
Fuller & Thaler Asset Management
California
$1.4M
BBA
1068
Braun-Bostich & Associates
Pennsylvania
$1.39M -$7.44K -31 -0.5%
SXL
1069
Summit X LLC
Missouri
$1.38M -$40.3K -168 -3%
BAAM
1070
Baker Avenue Asset Management
California
$1.38M +$47.8K +199 +4%
BAS
1071
Brown Advisory Securities
Maryland
$1.38M +$273K +1,135 +25%
FHA
1072
Flagship Harbor Advisors
Massachusetts
$1.37M +$227K +944 +20%
SC
1073
Saturna Capital
Washington
$1.36M
PL
1074
Perpetual Ltd
Australia
$1.35M +$144K +600 +12%
TNBTD
1075
Trustmark National Bank Trust Department
Mississippi
$1.35M -$58.6K -244 -4%

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.