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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
SP
1326
SWS Partners
Ohio
$526K +$468K +1,947 +983%
DCM
1327
Driehaus Capital Management
Illinois
$524K -$146K -610 -22%
CAC
1328
Certified Advisory Corp
Florida
$523K -$88.4K -368 -15%
HFM
1329
Harvest Fund Management
China
$523K
FRM
1330
Fox Run Management
Connecticut
$521K -$70.4K -293 -12%
DA
1331
DSC Advisors
Illinois
$520K -$30.7K -128 -6%
KCM
1332
Kanawha Capital Management
Virginia
$520K
RP
1333
Reinhart Partners
Wisconsin
$520K +$509K +2,120 New
CCA
1334
Cobblestone Capital Advisors
New York
$519K +$27.9K +116 +6%
AJ
1335
Ashburton (Jersey)
Jersey
$515K +$19.4K +81 +4%
SC
1336
SRB Corp
Massachusetts
$512K +$280K +1,166 +127%
JSL
1337
JT Stratford LLC
Georgia
$510K +$26.2K +109 +6%
DLA
1338
Douglas Lane & Associates
New York
$501K -$179K -744 -27%
FC
1339
Ferris Capital
Massachusetts
$500K -$3.6K -15 -0.7%
MBTD
1340
Mechanics Bank - Trust Department
California
$498K -$87.4K -364 -15%
MWM
1341
Mission Wealth Management
California
$498K +$94.4K +393 +24%
BCP
1342
Berkeley Capital Partners
Georgia
$497K +$39.6K +165 +9%
SWA
1343
Sutton Wealth Advisors
Florida
$495K
BFEC
1344
Benjamin F. Edwards & Company
Missouri
$493K -$8.4K -35 -2%
CGI
1345
CI Global Investments
California
$491K -$14.9M -61,939 -97%
SFM
1346
Sphera Funds Management
Israel
$491K
VFM
1347
Viking Fund Management
North Dakota
$491K
GFA
1348
Gifford Fong Associates
California
$491K +$480K +2,000 New
SYBT
1349
Stock Yards Bank & Trust
Kentucky
$488K -$45.6K -190 -9%
LFG
1350
Larson Financial Group
Missouri
$486K -$2.4K -10 -0.5%

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.