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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
QSS
1151
Quantitative Systematic Strategies
Florida
$1.01M -$269K -1,122 -21%
PFS
1152
Prospera Financial Services
Texas
$1.01M +$152K +634 +18%
GCM
1153
Graham Capital Management
Connecticut
$1.01M +$986K +4,105 New
LMAM
1154
Legg Mason Asset Management
Japan
$1.01M -$456K -1,900 -32%
CAM
1155
Carret Asset Management
New York
$1.01M +$21.6K +90 +2%
LCM
1156
LVM Capital Management
Michigan
$999K +$637K +2,652 +187%
RCC
1157
Red Cedar Capital
Nebraska
$997K
BCM
1158
Bienville Capital Management
New York
$996K -$12.2K -51 -1%
CWM
1159
Cornerstone Wealth Management
Missouri
$992K +$58.7M +244,581 +24,755%
VFA
1160
Valeo Financial Advisors
Indiana
$990K -$130K -540 -12%
JIP
1161
Jaffetilchin Investment Partners
Florida
$988K +$520K +2,164 +116%
BW
1162
Biegel & Waller
Maryland
$985K +$964K +4,015 New
TFA
1163
Transamerica Financial Advisors
Florida
$982K -$5.7M -23,739 -86%
CCG
1164
Ceeto Capital Group
Florida
$981K
SSG
1165
Summit Securities Group
New York
$981K +$960K +4,000 New
NIT
1166
NumerixS Investment Technologies
British Columbia, Canada
$980K +$960K +4,000 New
Capstone Investment Advisors
1167
Capstone Investment Advisors
New York
$968K +$948K +3,946 New
ST
1168
Smithfield Trust
Pennsylvania
$967K +$287K +1,196 +44%
CBN
1169
Cadence Bank NA
Texas
$964K -$19.7K -82 -2%
TP
1170
Truvvo Partners
New York
$962K -$1.77M -7,380 -65%
JIC
1171
Joel Isaacson & Co
New York
$961K +$133K +553 +16%
I
1172
IberiaBank
Louisiana
$958K -$33.9K -141 -3%
WP
1173
WealthPLAN Partners
Nebraska
$955K +$52.8K +220 +6%
LBA
1174
Letko, Brosseau & Associates
Quebec, Canada
$938K
AIC
1175
Ayalon Insurance Company
Israel
$932K +$912K +3,800 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.