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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
IIM
1251
Intact Investment Management
Quebec, Canada
$736K
Lido Advisors
1252
Lido Advisors
California
$733K +$34.8K +145 +5%
OC
1253
Oakworth Capital
Alabama
$730K
RBA
1254
Richard Bernstein Advisors
New York
$721K +$226K +942 +47%
MI
1255
Markston International
New York
$719K -$28.6K -119 -4%
LNC
1256
Lincoln National Corp
Pennsylvania
$715K -$151K -630 -18%
FFWA
1257
FRG Family Wealth Advisors
Washington
$715K
GEA
1258
Glen Eagle Advisors
New Jersey
$714K +$207K +860 +42%
CA
1259
Calton & Associates
Florida
$706K -$1.52M -6,344 -70%
BONST
1260
Bank of Nova Scotia Trust
Ontario, Canada
$705K +$138K +573 +25%
GSBTD
1261
Glenview State Bank Trust Department
Illinois
$693K +$155K +645 +30%
CF
1262
Centaurus Financial
California
$693K +$160K +666 +31%
FP
1263
Foundry Partners
Minnesota
$689K -$25.7K -107 -4%
HCM
1264
HM Capital Management
Missouri
$689K +$42.3K +176 +7%
BHB
1265
Bank Hapoalim BM
Israel
$685K -$6.72K -28 -1%
UAS
1266
United Asset Strategies
New York
$685K +$27.6K +115 +4%
MFW
1267
Meristem Family Wealth
Minnesota
$684K +$222K +925 +50%
NP
1268
NorthRock Partners
Minnesota
$682K +$94.1K +392 +16%
SS
1269
Sunbelt Securities
Texas
$679K -$15.8K -66 -2%
CNBT
1270
Canandaigua National Bank & Trust
New York
$679K +$31.9K +133 +5%
SCA
1271
STALEY CAPITAL ADVISERS
Pennsylvania
$678K
ET
1272
Equitable Trust
Tennessee
$678K +$663K +2,762 New
MRCM
1273
M&R Capital Management
New Jersey
$677K +$24K +100 +4%
GWS
1274
Glassman Wealth Services
Virginia
$672K +$1.68K +7 +0.3%
MC
1275
Miles Capital
Iowa
$667K -$7.68K -32 -1%

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.