We are live on ! Find out more
UNH icon

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
IC
1101
InterOcean Capital
Illinois
$1.24M +$432K +1,801 +55%
RWM
1102
RKL Wealth Management
Pennsylvania
$1.24M -$63.9K -266 -5%
HSA
1103
Hussman Strategic Advisors
Maryland
$1.23M -$1.2M -5,000 -50%
AAP
1104
Ardsley Advisory Partners
Connecticut
$1.23M
GCMG
1105
Gyroscope Capital Management Group
Florida
$1.23M
PRHC
1106
P.R. Herzig & Co
New York
$1.23M
HWA
1107
HCR Wealth Advisors
California
$1.23M +$104K +435 +9%
BCWM
1108
Bartlett & Co Wealth Management
Ohio
$1.22M +$106K +442 +10%
BC
1109
Bartlett & Co
Ohio
$1.22M +$106K +442 +10%
WA
1110
Wealth Architects
California
$1.21M -$5.04K -21 -0.4%
CC
1111
Cognios Capital
Kansas
$1.2M +$145K +602 +14%
Wealth Enhancement Advisory Services
1112
Wealth Enhancement Advisory Services
Minnesota
$1.2M +$1.13M +4,702 New
CBNLCF
1113
Cognios Beta Neutral Large Cap Fund
Kansas
$1.2M +$1.17M +4,873 New
CIC
1114
Carnegie Investment Counsel
Ohio
$1.19M -$201K -838 -16%
CCP
1115
Corient Capital Partners
California
$1.19M +$209K +869 +22%
SRSA
1116
S.R. Schill & Associates
Washington
$1.19M +$14.4K +60 +1%
Walleye Trading
1117
Walleye Trading
New York
$1.18M -$8.66M -36,085 -88%
TSS
1118
Two Sigma Securities
New York
$1.18M -$2.69M -11,187 -70%
SFG
1119
SevenBridge Financial Group
Pennsylvania
$1.18M +$15.4K +64 +1%
1IA
1120
1834 Investment Advisors
Wisconsin
$1.17M -$16.8K -70 -1%
MYIA
1121
Mount Yale Investment Advisors
Colorado
$1.17M +$56.9K +237 +5%
CL
1122
CPWM LLC
Washington
$1.17M
MCP
1123
Mirador Capital Partners
California
$1.16M +$1.14M +4,745 New
GC
1124
Globeflex Capital
California
$1.16M
IWP
1125
Icon Wealth Partners
Texas
$1.16M -$59.1K -246 -5%

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.