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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
NFC
1176
Northeast Financial Consultants
Connecticut
$929K
MC
1177
Moors & Cabot
Massachusetts
$923K +$235K +977 +35%
VWM
1178
Valley Wealth Managers
New Jersey
$922K -$6K -25 -0.7%
ACA
1179
Atlas Capital Advisors
Wyoming
$918K -$652K -2,714 -43%
AC
1180
Abbrea Capital
California
$913K +$109K +455 +14%
BCM
1181
BlueCrest Capital Management
Jersey
$912K +$892K +3,716 New
CCM
1182
Catawba Capital Management
Virginia
$911K
AAC
1183
Asset Advisors Corp
Georgia
$908K -$672K -2,800 -43%
FBFS
1184
First Business Financial Services
Wisconsin
$898K -$14.4K -60 -2%
DAC
1185
Dividend Assets Capital
South Carolina
$897K -$12K -50 -1%
NIM
1186
NuWave Investment Management
New Jersey
$896K +$663K +2,761 +311%
CANY
1187
Caxton Associates (New York)
New York
$895K +$600K +2,498 +217%
MIH
1188
Madison Investment Holdings
Wisconsin
$889K +$119K +494 +16%
CCG
1189
Cypress Capital Group
Florida
$888K -$83.6K -348 -9%
SIM
1190
SSI Investment Management
California
$884K -$111K -462 -11%
GWCM
1191
Godshalk Welsh Capital Management
Pennsylvania
$877K
LCC
1192
Lincoln Capital Corp
Rhode Island
$875K -$1.44K -6 -0.2%
BCM
1193
Breiter Capital Management
Florida
$875K +$11.3K +47 +1%
CLOS
1194
Compagnie Lombard Odier SCmA
Switzerland
$873K +$689K +2,869 +418%
AGA
1195
Accuvest Global Advisors
Utah
$863K +$844K +3,517 New
GTAM
1196
Global Trust Asset Management
Florida
$853K +$458K +1,908 +122%
TIA
1197
Tiemann Investment Advisors
California
$848K -$12K -50 -1%
HF
1198
HRT Financial
New York
$845K -$744K -3,098 -47%
F
1199
Filament
Washington
$845K +$30.7K +128 +4%
GAG
1200
GM Advisory Group
New York
$844K

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.