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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
WSTAM
1226
Wilbanks Smith & Thomas Asset Management
Virginia
$784K +$54.5K +227 +8%
WPW
1227
Waldron Private Wealth
Pennsylvania
$782K
WF
1228
Welch & Forbes
Massachusetts
$782K +$6.24K +26 +0.8%
WP
1229
WMS Partners
Maryland
$779K +$23.3K +97 +3%
HT
1230
Heritage Trust
Oklahoma
$773K
LP
1231
LMR Partners
United Kingdom
$772K -$2.43M -10,129 -76%
PI
1232
Pettee Investors
Connecticut
$765K
SA
1233
Strategic Advisors
New York
$763K +$16.6K +69 +2%
HPWM
1234
Highland Private Wealth Management
Washington
$763K +$70.1K +292 +10%
BB
1235
Bell Bank
North Dakota
$763K +$184K +767 +33%
ACM
1236
Ashford Capital Management
Delaware
$761K +$12K +50 +2%
SC
1237
SouthState Corp
Florida
$760K -$30.7K -128 -4%
RCM
1238
RNC Capital Management
California
$757K -$45.6K -190 -6%
CANC
1239
Culbertson A N & Co
Virginia
$756K +$104K +435 +16%
HPC
1240
HM Payson & Co
Maine
$755K -$35.3K -147 -5%
CPA
1241
Court Place Advisors
Maryland
$755K
SBSB
1242
Sullivan, Bruyette, Speros & Blaney
Virginia
$755K
PCM
1243
Perritt Capital Management
Illinois
$754K
BWM
1244
Bernicke Wealth Management
Wisconsin
$751K +$43.2K +180 +6%
CCMD
1245
Cypress Capital Management (Delaware)
Delaware
$751K +$60K +250 +9%
MTCM
1246
Mint Tower Capital Management
Netherlands
$751K +$735K +3,060 New
TCM
1247
Tuttle Capital Management
Connecticut
$746K +$731K +3,043 New
BA
1248
Bristlecone Advisors
Washington
$739K -$210K -875 -23%
BIC
1249
Beach Investment Counsel
Pennsylvania
$736K
BWM
1250
BigSur Wealth Management
Florida
$736K

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.