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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
RCM
1351
RB Capital Management
Nevada
$484K +$35.1K +146 +8%
BCM
1352
Brookmont Capital Management
Texas
$477K +$61.7K +257 +15%
PHAM
1353
Palisades Hudson Asset Management
Florida
$476K +$6.72K +28 +1%
BFA
1354
Beaumont Financial Advisors
Massachusetts
$474K +$17.8K +74 +4%
PG
1355
Patten Group
Tennessee
$474K +$263K +1,094 +131%
PCM
1356
Pointe Capital Management
Michigan
$473K -$26.7K -111 -5%
SMH
1357
Sanders Morris Harris
Texas
$467K
LFA
1358
Legacy Financial Advisors
Kentucky
$467K +$19.9K +83 +5%
JA
1359
JOYN Advisors
Georgia
$467K +$41.8K +174 +10%
PMFA
1360
Plante Moran Financial Advisors
Michigan
$466K -$40.1K -167 -8%
EMG
1361
Ellington Management Group
Connecticut
$466K +$456K +1,900 New
ISL
1362
Ingalls & Snyder LLC
New York
$464K -$38.9K -162 -8%
TCM
1363
Telos Capital Management
California
$464K +$173K +720 +62%
AAM
1364
Aureus Asset Management
Massachusetts
$463K +$131K +546 +41%
GCP
1365
GSA Capital Partners
United Kingdom
$461K -$1.45M -6,050 -76%
CIA
1366
Choate Investment Advisors
Massachusetts
$457K -$18K -75 -4%
BHBT
1367
Burke & Herbert Bank & Trust
Virginia
$457K -$2.4K -10 -0.5%
FPCP
1368
Fort Point Capital Partners
California
$457K +$58.1K +242 +15%
SMFS
1369
Squar Milner Financial Services
California
$454K +$9.61K +40 +2%
GI
1370
Gradient Investments
Minnesota
$454K +$28.6K +119 +7%
PEA
1371
Pacific Edge Advisors
California
$454K +$66.8K +278 +18%
SG
1372
StoneX Group
New York
$452K +$80K +333 +22%
FAM
1373
Flaharty Asset Management
Florida
$450K -$362K -1,509 -45%
WP
1374
WealthSource Partners
California
$448K +$81.9K +341 +23%
JFA
1375
JNBA Financial Advisors
Minnesota
$445K

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.