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
NIM
1526
Northeast Investment Management
Massachusetts
$265K +$260K +1,081 New
CIC
1527
Crawford Investment Counsel
Georgia
$261K -$43.7K -182 -15%
GLA
1528
Good Life Advisors
Pennsylvania
$261K -$29.8K -124 -10%
FCIM
1529
Fairview Capital Investment Management
California
$261K +$3.6K +15 +1%
WIP
1530
Wellesley Investment Partners
Massachusetts
$261K +$7.44K +31 +3%
MMA
1531
Miracle Mile Advisors
California
$261K +$15.4K +64 +6%
CFC
1532
Coyle Financial Counsel
Illinois
$261K +$255K +1,064 New
SNT
1533
Security National Trust
West Virginia
$259K -$4.8K -20 -2%
SCG
1534
Sonata Capital Group
Washington
$258K
AC
1535
Allstate Corporation
Illinois
$258K +$252K +1,050 New
GEM
1536
Global Endowment Management
North Carolina
$258K +$252K +1,050 New
FG
1537
Fiduciary Group
Georgia
$257K -$16.8K -70 -6%
FCMC
1538
Founders Capital Management (Connecticut)
Connecticut
$257K
CGL
1539
Clarius Group LLC
Washington
$257K +$251K +1,046 New
WPA
1540
West Paces Advisors
Georgia
$257K +$7.2K +30 +3%
SM
1541
Sciencast Management
New Jersey
$256K -$1.4M -5,812 -85%
MWPCG
1542
Measured Wealth Private Client Group
New Hampshire
$253K +$248K +1,032 New
HCM
1543
Hollencrest Capital Management
California
$252K
LW
1544
Linscomb Wealth
Texas
$252K
WBG
1545
Wharton Business Group
Pennsylvania
$250K +$2.88K +12 +1%
ZIC
1546
ZWJ Investment Counsel
Georgia
$247K -$2.4K -10 -1%
FC
1547
Financial Consulate
Maryland
$245K
HPCM
1548
High Pointe Capital Management
Illinois
$245K
SPL
1549
Smart Portfolios LLC
Washington
$245K
SACTSONJ
1550
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$245K

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.