We are live on ! Find out more
UNH icon

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
UF
1501
Univest Financial
Pennsylvania
$281K -$22.1K -92 -7%
FTC
1502
Farmers Trust Company
Ohio
$280K -$12K -50 -4%
CC
1503
Courier Capital
New York
$276K -$7.44K -31 -3%
CPC
1504
Cookson Peirce & Co
Pennsylvania
$276K
HCP
1505
Holt Capital Partners
Texas
$276K
SCM
1506
Stonebridge Capital Management
California
$276K
BIM
1507
Baldwin Investment Management
Pennsylvania
$276K +$270K +1,125 New
KC
1508
Kingfisher Capital
North Carolina
$276K +$271K +1,127 New
BBA
1509
BLB&B Advisors
Pennsylvania
$275K
FSA
1510
Franklin Street Advisors
North Carolina
$274K -$46.8K -195 -15%
JGIA
1511
Jackson Grant Investment Advisers
Connecticut
$274K +$960 +4 +0.4%
EPP
1512
ETF Portfolio Partners
Kansas
$272K
OFW
1513
Omnia Family Wealth
Florida
$271K
ABTD
1514
Arvest Bank Trust Division
Oklahoma
$270K
OAM
1515
Occidental Asset Management
California
$270K
EWA
1516
Exencial Wealth Advisors
Oklahoma
$270K +$30.5K +127 +13%
WA
1517
WealthTrust Axiom
Pennsylvania
$269K
CA
1518
Centerpoint Advisors
Massachusetts
$269K +$6.24K +26 +2%
MIA
1519
MainStreet Investment Advisors
Illinois
$268K +$262K +1,092 New
MWM
1520
Marietta Wealth Management
Georgia
$267K
MCM
1521
MV Capital Management
Maryland
$267K
NB
1522
Northwest Bancshares
Pennsylvania
$267K
VHAM
1523
Van Hulzen Asset Management
California
$267K
VA
1524
Valmark Advisers
Ohio
$266K
VCM
1525
Versant Capital Management
Arizona
$265K -$1.44K -6 -0.6%

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.