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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
CHP
1426
Cable Hill Partners
Oregon
$371K -$12K -50 -3%
PCP
1427
Proficio Capital Partners
Massachusetts
$371K +$30.7K +128 +9%
CWM
1428
Circle Wealth Management
New Jersey
$370K +$4.56K +19 +1%
1SB
1429
1ST Source Bank
Indiana
$367K
MIH
1430
Meitav Investment House
Israel
$367K
RWA
1431
River Wealth Advisors
Pennsylvania
$366K
IP
1432
Investment Partners
Ohio
$365K -$19K -79 -5%
TAM
1433
Trillium Asset Management
Massachusetts
$364K -$37K -154 -9%
SWM
1434
SVA Wealth Management
Wisconsin
$363K -$117K -487 -25%
OPA
1435
Old Port Advisors
Maine
$363K +$355K +1,479 New
SP
1436
Successful Portfolios
Florida
$359K -$2.4K -10 -0.7%
RMCM
1437
Reynders McVeigh Capital Management
Massachusetts
$358K
HHGA
1438
Halbert Hargrove Global Advisors
California
$356K -$12.2K -51 -3%
AF
1439
Aldebaran Financial
$353K
FI
1440
FormulaFolio Investments
Michigan
$353K +$34.3K +143 +11%
1WA
1441
180 Wealth Advisors
Washington
$352K -$54.3K -226 -14%
FANJ
1442
Financial Architects (New Jersey)
New Jersey
$352K +$3.36K +14 +1%
TNB
1443
Thomasville National Bank
Georgia
$351K +$720 +3 +0.2%
AF
1444
Allworth Financial
California
$349K +$1.92K +8 +0.6%
FAIM
1445
Financial Advocates Investment Management
Washington
$349K +$34.6K +144 +11%
GCA
1446
Gideon Capital Advisors
New York
$346K +$339K +1,410 New
HS
1447
HighVista Strategies
Massachusetts
$343K -$48K -200 -13%
AW
1448
Alpha Windward
Massachusetts
$342K -$14.6K -61 -4%
CAW
1449
Cornerstone Advisors (Washington)
Washington
$342K +$28.3K +118 +9%
TA
1450
Tiedemann Advisors
New York
$336K -$10.1K -42 -3%

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.