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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
SIAS
1376
Shine Investment Advisory Services
Colorado
$443K
EM
1377
Excalibur Management
Massachusetts
$435K +$96K +400 +29%
CFA
1378
Carroll Financial Associates
North Carolina
$432K +$52.8K +220 +14%
CBA
1379
Coastal Bridge Advisors
Connecticut
$431K +$24K +100 +6%
EWM
1380
Empirical Wealth Management
Washington
$431K +$86.9K +362 +26%
BCM
1381
Brasada Capital Management
Texas
$430K +$62.4K +260 +17%
TL
1382
TrueWealth LLC
Georgia
$428K -$81.6K -340 -16%
FFC
1383
First Financial Corp
Indiana
$427K -$55.9K -233 -12%
PFBT
1384
Parkside Financial Bank & Trust
Missouri
$426K +$31.2K +130 +8%
VIM
1385
Vista Investment Management
Pennsylvania
$424K +$30K +125 +8%
CFA
1386
Cahill Financial Advisors
Minnesota
$422K -$14.6K -61 -3%
SCC
1387
Spring Creek Capital
Kansas
$422K +$413K +1,722 New
EFSCE
1388
Enterprise Financial Services Corp (EFSC)
Missouri
$421K
PV
1389
Private Vista
Illinois
$421K +$29.1K +121 +8%
DBRC
1390
D.B. Root & Company
Pennsylvania
$420K +$31.2K +130 +8%
NSAM
1391
North Star Asset Management
Wisconsin
$419K -$17.3K -72 -4%
CCM
1392
Compton Capital Management
Rhode Island
$419K +$2.4K +10 +0.6%
IBOK
1393
Independence Bank of Kentucky
Kentucky
$417K -$24K -100 -6%
BEAM
1394
Baker Ellis Asset Management
Washington
$415K -$24K -100 -6%
GKWIM
1395
Gerber Kawasaki Wealth & Investment Management
California
$415K +$72K +300 +22%
CA
1396
Cornerstone Advisory
Maryland
$414K
PAM
1397
Peak Asset Management
Colorado
$413K -$24.5K -102 -6%
WAM
1398
Weatherly Asset Management
California
$412K +$161K +670 +66%
NWP
1399
Northstar Wealth Partners
Connecticut
$411K
SFA
1400
Sequoia Financial Advisors
Ohio
$409K +$19.7K +82 +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.