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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
TL
1551
Tirschwell & Loewy
New York
$245K
MF
1552
Magnetar Financial
Illinois
$242K +$237K +986 New
IA
1553
Independence Advisors
Pennsylvania
$238K +$240 +1 +0.1%
CIP
1554
Capital Insight Partners
Arizona
$237K -$16.3K -68 -7%
MA
1555
MCF Advisors
Kentucky
$237K
PPCM
1556
Pillar Pacific Capital Management
California
$234K -$9.61K -40 -4%
IC
1557
Intersect Capital
California
$234K
MBT
1558
Monroe Bank & Trust
Michigan
$233K
WF
1559
WealthTrust Fairport
Ohio
$232K -$24.7K -103 -10%
ACP
1560
Aveo Capital Partners
Colorado
$230K -$49.9K -208 -18%
BSB
1561
Bangor Savings Bank
Maine
$229K -$26.7K -111 -11%
PAM
1562
Premier Asset Management
Illinois
$227K -$11.7M -48,625 -98%
CPIG
1563
Chicago Partners Investment Group
Illinois
$226K +$46.3K +193 +27%
WFMPM
1564
Woodley Farra Manion Portfolio Management
Indiana
$225K +$220K +916 New
ACP
1565
Aviance Capital Partners
Florida
$225K +$221K +919 New
WA
1566
WESPAC Advisors
California
$224K -$99.6K -415 -31%
PP
1567
PagnatoKarp Partners
Virginia
$224K -$31.5K -131 -13%
KF
1568
Krilogy Financial
Missouri
$223K +$70.6K +294 +48%
AWM
1569
Aries Wealth Management
Maine
$223K +$211K +879 New
DWM
1570
Doyle Wealth Management
Florida
$223K +$218K +907 New
BWA
1571
BDO Wealth Advisors
Florida
$222K +$96K +400 +79%
TIM
1572
Thompson Investment Management
Wisconsin
$221K -$25.9K -108 -11%
WAP
1573
Wealthcare Advisory Partners
Pennsylvania
$221K +$22.3K +93 +12%
FA
1574
Fortis Advisors
Pennsylvania
$221K +$84K +350 +64%
HIS
1575
Horizon Investment Services
Indiana
$221K +$216K +899 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.