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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
FIM
1301
Freedom Investment Management
Connecticut
$588K -$566K -2,359 -50%
ACS
1302
Archford Capital Strategies
Illinois
$586K +$573K +2,387 New
FCCM
1303
First City Capital Management
Georgia
$584K -$12K -50 -2%
AC
1304
Avestar Capital
New York
$582K +$85.2K +355 +17%
VCA
1305
Verdence Capital Advisors
Maryland
$581K -$27.9K -116 -5%
PWPS
1306
Pinnacle Wealth Planning Services
Ohio
$577K +$25.7K +107 +5%
CNC
1307
Citizens & Northern Corp
Pennsylvania
$572K -$2.4K -10 -0.4%
EIP
1308
Epoch Investment Partners
New York
$570K -$57.8M -240,543 -9%
KA
1309
Kaizen Advisory
Illinois
$570K +$335K +1,396 +150%
PIA
1310
Pinion Investment Advisors
Kansas
$566K -$20.4K -85 -4%
DBT
1311
Dubuque Bank & Trust
Iowa
$563K -$28.1K -117 -5%
FNBOO
1312
First National Bank of Omaha
Nebraska
$562K +$29.8K +124 +6%
ATFA
1313
All Terrain Financial Advisors
Minnesota
$555K -$21.1K -88 -4%
ED
1314
Exane Derivatives
France
$555K +$426K +1,775 +364%
KWM
1315
Kingsview Wealth Management
Oregon
$551K +$56.7K +236 +12%
NB
1316
Nicolet Bankshares
Wisconsin
$547K -$68.4K -285 -11%
BWL
1317
Bogart Wealth LLC
Virginia
$547K -$960 -4 -0.2%
RE
1318
RBC Europe
United Kingdom
$545K +$186K +774 +53%
CG
1319
CFO4Life Group
Texas
$543K +$532K +2,215 New
CAM
1320
Cypress Asset Management
Texas
$542K
TCOT
1321
Trust Company of Toledo
Ohio
$538K
CCT
1322
Country Club Trust
Missouri
$534K +$27.6K +115 +6%
WT
1323
Washington Trust
Rhode Island
$534K +$162K +673 +45%
ACM
1324
Aviance Capital Management
Florida
$533K -$102K -424 -16%
CP
1325
Camelot Portfolios
Ohio
$531K

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.