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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
HA
1476
Harfst & Associates
Wyoming
$304K +$298K +1,242 New
NIMC
1477
NWQ Investment Management Company
California
$303K -$13.2K -55 -4%
LNB
1478
Ledyard National Bank
$301K +$9.61K +40 +3%
FIA
1479
Foundations Investment Advisors
Arizona
$301K +$295K +1,227 New
OMC
1480
Old Mission Capital
Illinois
$300K +$293K +1,222 New
FNB
1481
Farmers National Bank
Kentucky
$299K -$15.6K -65 -5%
FBA
1482
Front Barnett Associates
Illinois
$298K
RWP
1483
RWA Wealth Partners
Massachusetts
$298K +$12K +50 +4%
NFG
1484
Next Financial Group
Texas
$294K -$98.7K -411 -26%
FIM
1485
Fernwood Investment Management
Massachusetts
$294K
KAM
1486
Kassirer Asset Management
Ontario, Canada
$294K
NEAM
1487
New England Asset Management
Connecticut
$294K
PCMC
1488
Paragon Capital Management (Colorado)
Colorado
$294K
TWM
1489
Torch Wealth Management
Ohio
$294K +$24K +100 +9%
BOS
1490
Bingham Osborn & Scarborough
California
$292K -$3.84K -16 -1%
CFA
1491
Capstone Financial Advisors
Illinois
$290K +$480 +2 +0.2%
DMC
1492
Drexel Morgan & Co
Pennsylvania
$288K
RG
1493
Rikoon Group
New Mexico
$288K +$28.1K +117 +11%
PFA
1494
Pathway Financial Advisors
Vermont
$287K
MBA
1495
McQueen Ball & Associates
Pennsylvania
$286K
EBSAM
1496
Eubel Brady & Suttman Asset Management
Ohio
$286K +$31.9K +133 +13%
NWS
1497
Newport Wealth Strategies
California
$285K +$279K +1,160 New
LA
1498
LVW Advisors
New York
$283K -$2.88K -12 -1%
BO
1499
Bach Option
Hong Kong
$283K +$277K +1,154 New
FFS
1500
Founders Financial Securities
Maryland
$282K

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.