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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
Axa
126
Axa
France
$212M +$2.37M +9,883 +1%
William Blair Investment Management
127
William Blair Investment Management
Illinois
$211M -$5.25M -21,865 -2%
AG
128
Aperio Group
California
$211M +$5.23M +21,787 +3%
ABI
129
Abrams Bison Investments
Maryland
$205M +$7.68M +32,000 +4%
BNP Paribas Asset Management
130
BNP Paribas Asset Management
France
$200M +$4.18M +17,393 +2%
National Pension Service
131
National Pension Service
South Korea
$199M +$11.7M +48,554 +6%
Aviva
132
Aviva
United Kingdom
$198M +$52.6M +218,947 +37%
N
133
Natixis
France
$197M -$60.6M -252,378 -24%
Fiera Capital (Canada)
134
Fiera Capital (Canada)
Quebec, Canada
$186M +$1.25M +5,195 +0.7%
CP
135
Coho Partners
Pennsylvania
$185M +$5.62M +23,385 +3%
Retirement Systems of Alabama
136
Retirement Systems of Alabama
Alabama
$184M -$6.53M -27,210 -4%
Public Employees Retirement Association of Colorado
137
Public Employees Retirement Association of Colorado
Colorado
$179M -$15.2M -63,460 -8%
SEI Investments
138
SEI Investments
Pennsylvania
$178M +$17.8M +74,133 +11%
Fidelity International
139
Fidelity International
Bermuda
$177M +$9.78M +40,727 +6%
TPI
140
Tesco Pension Investment
United Kingdom
$176M
GT
141
Glenmede Trust
Pennsylvania
$174M +$974K +4,055 +0.6%
Westfield Capital Management
142
Westfield Capital Management
Massachusetts
$173M -$1.26M -5,247 -0.7%
MCM
143
Marsico Capital Management
Colorado
$169M +$79.4M +330,537 +92%
Ohio Public Employees Retirement System (OPERS)
144
Ohio Public Employees Retirement System (OPERS)
Ohio
$167M -$36.3K -151 -0%
MG
145
Markel Group
Virginia
$163M
Loomis, Sayles & Company
146
Loomis, Sayles & Company
Massachusetts
$157M -$13.7M -56,926 -8%
Toronto Dominion Bank
147
Toronto Dominion Bank
Ontario, Canada
$156M +$23.1M +96,011 +18%
Lord, Abbett & Co
148
Lord, Abbett & Co
New Jersey
$155M +$20.1M +83,557 +15%
Teacher Retirement System of Texas
149
Teacher Retirement System of Texas
Texas
$153M -$12.2M -50,673 -8%
A
150
AustralianSuper
Australia
$149M +$2.64M +11,000 +2%

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.