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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
GLI
1276
Guardian Life Insurance
New York
$651K +$101K +422 +19%
RHFI
1277
Reilly Herbert Faulkner III
$647K -$234K -975 -27%
AIM
1278
Advantage Investment Management
Iowa
$642K -$49.7K -207 -7%
UCI
1279
Uncommon Cents Investing
Wisconsin
$638K
SLF
1280
Sun Life Financial
Ontario, Canada
$638K +$398K +1,659 +176%
LJAC
1281
L.J. Altfest & Co
New York
$636K +$2.4K +10 +0.4%
NL
1282
NWAM LLC
Washington
$634K -$12K -50 -2%
LCM
1283
Leisure Capital Management
California
$634K +$327K +1,360 +111%
SFM
1284
Signet Financial Management
New Jersey
$630K -$72K -300 -10%
BMM
1285
Buffington Mohr McNeal
Idaho
$626K +$12K +50 +2%
BO
1286
BRR OpCo
Ohio
$623K +$31.5K +131 +5%
SMC
1287
Smith, Moore & Co
Missouri
$623K +$94.6K +394 +18%
AAP
1288
Arax Advisory Partners
Colorado
$620K +$49.9K +208 +9%
BA
1289
Birinyi Associates
Connecticut
$613K -$6.48K -27 -1%
CC
1290
Colrain Capital
Massachusetts
$613K
NHC
1291
Nicholas Hoffman & Company
Georgia
$610K +$41.1K +171 +7%
HFA
1292
Huber Financial Advisors
Illinois
$608K -$240 -1 -0%
SIC
1293
Salem Investment Counselors
North Carolina
$606K
KTC
1294
Kistler-Tiffany Companies
Pennsylvania
$603K -$72.3K -301 -11%
IWC
1295
Integrated Wealth Concepts
Massachusetts
$602K +$59.1K +246 +11%
FAN
1296
Financial Advisors Network
California
$599K +$586K +2,441 New
CG
1297
Clinton Group
New York
$597K +$288K +1,200 +97%
WPP
1298
Whalerock Point Partners
Rhode Island
$595K
PFA
1299
Paradigm Financial Advisors
Missouri
$591K
WIM
1300
Westside Investment Management
California
$588K +$6.96K +29 +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.