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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
Canada Life
101
Canada Life
Manitoba, Canada
$282M -$9.33M -38,844 -3%
Barrow, Hanley, Mewhinney & Strauss
102
Barrow, Hanley, Mewhinney & Strauss
Texas
$280M -$2.63M -10,936 -1%
US Bancorp
103
US Bancorp
Minnesota
$272M -$1.09M -4,540 -0.4%
USAA
104
United Services Automobile Association
Texas
$257M -$11.4M -47,435 -4%
EVM
105
Eaton Vance Management
Massachusetts
$256M -$204M -848,537 -45%
CIBC Private Wealth Group
106
CIBC Private Wealth Group
Georgia
$253M +$5.59M +23,276 +2%
Chevy Chase Trust
107
Chevy Chase Trust
Maryland
$249M -$357K -1,487 -0.1%
SO
108
STRS Ohio
Ohio
$244M -$9.35M -38,942 -4%
Los Angeles Capital Management
109
Los Angeles Capital Management
California
$242M +$1.25M +5,222 +0.5%
Brown Advisory
110
Brown Advisory
Maryland
$242M +$24.7M +102,824 +12%
MWNA
111
Marshall Wace North America
New York
$241M +$30.3M +126,006 +15%
Neuberger Berman Group
112
Neuberger Berman Group
New York
$235M +$7.2M +30,006 +3%
SBAM
113
Santa Barbara Asset Management
California
$235M -$11M -46,008 -5%
PTC
114
Provident Trust Company
Wisconsin
$234M +$5.37M +22,367 +2%
PAMU
115
Pictet Asset Management (UK)
United Kingdom
$233M +$12.8M +53,397 +6%
Nordea Investment Management
116
Nordea Investment Management
Sweden
$229M +$5.68M +23,663 +3%
BNP Paribas Financial Markets
117
BNP Paribas Financial Markets
France
$226M +$109M +454,734 +98%
GQG Partners
118
GQG Partners
Florida
$223M +$34.6M +144,257 +17%
SGA
119
Sustainable Growth Advisers
Connecticut
$223M -$19.3M -80,405 -8%
Korea Investment Corp
120
Korea Investment Corp
South Korea
$221M +$2.23M +9,300 +1%
Citigroup
121
Citigroup
New York
$221M -$60.5M -251,993 -22%
CI Investments Inc
122
CI Investments Inc
Ontario, Canada
$220M +$110M +460,153 +105%
Bessemer Group
123
Bessemer Group
New Jersey
$220M +$737K +3,071 +0.3%
Macquarie Group
124
Macquarie Group
Australia
$215M +$47M +195,701 +29%
PI
125
PGGM Investments
Netherlands
$215M

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.