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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
MRI
1451
Mad River Investors
Massachusetts
$331K
AFS
1452
Access Financial Services
Minnesota
$330K -$12K -50 -4%
RGIA
1453
Rainier Group Investment Advisory
Washington
$330K
AFP
1454
Ausdal Financial Partners
Iowa
$327K +$85.2K +355 +36%
ANB
1455
Amarillo National Bank
Texas
$326K +$7.44K +31 +2%
VST
1456
Van Strum & Towne
California
$325K
WI
1457
Wedgewood Investors
Pennsylvania
$324K
WLIM
1458
White Lighthouse Investment Management
Massachusetts
$324K
ACM
1459
Armbruster Capital Management
New York
$319K
CWA
1460
Clarus Wealth Advisors
Arizona
$317K
VC
1461
Vicus Capital
Pennsylvania
$314K -$4.8K -20 -2%
GC
1462
Gilbert & Cook
Iowa
$314K +$17.5K +73 +6%
BFO
1463
Biltmore Family Office
North Carolina
$313K -$660K -2,750 -68%
EGA
1464
Eagle Global Advisors
Texas
$313K
PWM
1465
Perigon Wealth Management
California
$313K
AWA
1466
Arete Wealth Advisors
Illinois
$313K +$306K +1,275 New
WPW
1467
Winthrop Partners - WNY
New York
$312K
AIM
1468
Aspen Investment Management
Michigan
$310K +$6.72K +28 +2%
LSC
1469
Lesa Sroufe & Co
Washington
$310K +$7.92K +33 +3%
HAIM
1470
Hunter Associates Investment Management
Pennsylvania
$307K
BWP
1471
Baldwin Wealth Partners
Massachusetts
$306K
EWM
1472
Endurance Wealth Management
Rhode Island
$306K
KTA
1473
Keeley-Teton Advisors
Illinois
$306K +$960 +4 +0.3%
ACM
1474
Advisors Capital Management
New Jersey
$306K +$17.3K +72 +6%
PAS
1475
Partnervest Advisory Services
California
$306K +$299K +1,246 New

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.