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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
DIM
1076
DC Investments Management
Virginia
$1.34M -$1.38M -5,740 -51%
NCMW
1077
Northern Capital Management (Wisconsin)
Wisconsin
$1.34M -$80.4K -335 -6%
DAS
1078
Dynamic Advisor Solutions
Arizona
$1.34M +$431K +1,795 +49%
OFS
1079
Orrstown Financial Services
Pennsylvania
$1.33M -$109K -456 -8%
TSWM
1080
Triangle Securities Wealth Management
North Carolina
$1.33M -$54.3K -226 -4%
STA
1081
Summit Trail Advisors
New York
$1.33M -$7.96M -33,132 -86%
WEC
1082
Winslow Evans & Crocker
Massachusetts
$1.32M +$5.28K +22 +0.4%
FMWA
1083
Forvis Mazars Wealth Advisors
Missouri
$1.32M -$25.5K -106 -2%
CIA
1084
Capital Investment Advisors
Georgia
$1.32M +$31K +129 +2%
GI
1085
GS Investments
Minnesota
$1.32M
BAM
1086
Belpointe Asset Management
Nevada
$1.32M +$438K +1,823 +52%
PNC
1087
Park National Corp
Ohio
$1.31M -$108K -448 -8%
MFBTD
1088
MB Financial Bank - Trust Department
Illinois
$1.31M -$53.3K -222 -4%
FPFS
1089
First Personal Financial Services
North Carolina
$1.31M -$631K -2,626 -33%
TIM
1090
Tortoise Investment Management
New York
$1.3M
NCM
1091
Northside Capital Management
Oregon
$1.3M
TF
1092
Tompkins Financial
New York
$1.3M -$96K -400 -7%
GBT
1093
Grove Bank & Trust
Florida
$1.29M -$64.6K -269 -5%
CIM
1094
CIM Investment Management
Pennsylvania
$1.29M -$36K -150 -3%
HAG
1095
HighPoint Advisor Group
Illinois
$1.28M +$32.9K +137 +3%
KAS
1096
Kemnay Advisory Services
New York
$1.28M -$121K -502 -9%
SGAM
1097
Steinberg Global Asset Management
Florida
$1.27M +$27.9K +116 +2%
MHS
1098
M Holdings Securities
Oregon
$1.26M +$133K +553 +12%
SC
1099
Savant Capital
Illinois
$1.25M +$11.3K +47 +0.9%
CL
1100
Choreo LLC
Illinois
$1.25M -$130K -542 -10%

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.