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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
MFW
1401
Mosaic Family Wealth
Missouri
$407K +$21.6K +90 +6%
IWM
1402
IHT Wealth Management
Illinois
$406K +$58.1K +242 +17%
IAMOG
1403
Investors Asset Management of Georgia
Georgia
$405K -$96K -400 -20%
MCM
1404
McRae Capital Management
New Jersey
$405K -$8.4K -35 -2%
EA
1405
Edge Advisors
Georgia
$404K +$35.1K +146 +10%
EF
1406
Empirical Finance
Pennsylvania
$403K -$146K -610 -27%
SFM
1407
Signature Financial Management
Virginia
$402K
WWM
1408
Windsor Wealth Management
Indiana
$397K +$389K +1,618 New
BMC
1409
Benin Management Corp
Connecticut
$395K
QAM
1410
Quantres Asset Management
Cayman Islands
$393K +$384K +1,600 New
FCAG
1411
First Capital Advisors Group
New Jersey
$391K +$43.2K +180 +13%
SFSG
1412
Stearns Financial Services Group
North Carolina
$387K +$37K +154 +11%
BO
1413
Bank OZK
Arkansas
$385K -$42.5K -177 -10%
CNB
1414
Camden National Bank
Maine
$384K -$11.8K -49 -3%
CAAS
1415
Capital Asset Advisory Services
Michigan
$384K -$9.61K -40 -2%
HCM
1416
HMS Capital Management
Tennessee
$383K +$375K +1,560 New
FHC
1417
First Heartland Consultants
Missouri
$380K -$333K -1,387 -47%
IIC
1418
Ironwood Investment Counsel
Arizona
$379K -$33.6K -140 -8%
GXMC
1419
Global X Management Company
New York
$378K -$103K -428 -22%
BFO
1420
Boston Family Office
Massachusetts
$378K -$2.4K -10 -0.6%
TWA
1421
TCI Wealth Advisors
Arizona
$375K -$32.7K -136 -8%
MFG
1422
Monte Financial Group
Connecticut
$375K +$24.3K +101 +7%
TWM
1423
Titus Wealth Management
California
$374K +$366K +1,524 New
FIMG
1424
Financial & Investment Management Group
Michigan
$372K
MWM
1425
Merriman Wealth Management
Washington
$372K +$48.3K +201 +15%

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.