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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
CWM
1576
Concentric Wealth Management
California
$221K +$216K +900 New
DA
1577
Dillon & Associates
Michigan
$221K +$216K +900 New
IC
1578
Investment Counsel
Michigan
$221K +$216K +900 New
PTC
1579
Petrus Trust Company
Texas
$221K +$216K +901 New
VCM
1580
Virtue Capital Management
Tennessee
$220K -$2.88K -12 -1%
HCM
1581
Hengehold Capital Management
Ohio
$220K +$215K +897 New
HPC
1582
Hobart Private Capital
North Carolina
$220K +$215K +895 New
BFG
1583
Barber Financial Group
Kansas
$219K +$215K +894 New
FCFC
1584
First Commonwealth Financial Corp
Pennsylvania
$217K +$212K +884 New
JCM
1585
Jacobi Capital Management
Pennsylvania
$216K -$28.8K -120 -12%
LIA
1586
LBMC Investment Advisors
Tennessee
$216K +$212K +882 New
CG
1587
Corundum Group
Colorado
$215K +$211K +877 New
CAM
1588
CenterStar Asset Management
Illinois
$214K
MWM
1589
Mascoma Wealth Management
New Hampshire
$213K
PCM
1590
Parsons Capital Management
Rhode Island
$213K +$208K +867 New
FCH
1591
Freestone Capital Holdings
Washington
$213K +$208K +868 New
FWCM
1592
First Western Capital Management
California
$212K -$75.6K -315 -27%
SGK
1593
Steigerwald Gordon & Koch
Virginia
$212K +$255K +1,064 New
CAGAS
1594
Capital Advisory Group Advisory Services
Minnesota
$211K -$13K -54 -6%
Diamond Hill Capital Management
1595
Diamond Hill Capital Management
Ohio
$210K +$205K +855 New
OIA
1596
OneDigital Investment Advisors
Kansas
$207K +$69.9K +291 +53%
GHAM
1597
Gilman Hill Asset Management
Connecticut
$207K +$202K +842 New
TFF
1598
The Family Firm
Maryland
$207K +$202K +842 New
LWCFA
1599
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$206K
RT
1600
Rockland Trust
Massachusetts
$205K -$42.7K -178 -18%

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.