UnitedHealth
UNH
1,695 hedge funds and large institutions have $178B invested in UnitedHealth in 2018 Q1 according to their latest regulatory filings, with 130 funds opening new positions, 650 increasing their positions, 716 reducing their positions, and 94 closing their positions.
38% more first-time investments, than exits
New positions opened: 130 | Existing positions closed: 94
1% more funds holding
Funds holding: 1,676 → 1,695 (+19)
0.98% less ownership
Funds ownership: 86.77% → 85.79% (-0.98%)
4% less capital invested
Capital invested by funds: $185B → $178B (-$7.67B)
9% less repeat investments, than reductions
Existing positions increased: 650 | Existing positions reduced: 716
12% less funds holding in top 10
Funds holding in top 10: 186 → 164 (-22)
47% less call options, than puts
Call options by funds: $770M | Put options by funds: $1.44B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$753M |
| 2 |
Capital Research Global Investors
Los Angeles,
California
|
+$531M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$394M |
| 4 |
Canada Pension Plan Investment Board
Toronto Ontario,
Ontario, Canada
|
+$375M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$284M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$1.54B |
| 2 |
Capital World Investors
Los Angeles,
California
|
-$1.17B |
| 3 |
State Street
Boston,
Massachusetts
|
-$550M |
| 4 |
JP Morgan Chase
New York
|
-$473M |
| 5 |
Dodge & Cox
San Francisco,
California
|
-$459M |
UNH Hedge Fund Activity: Q1 2018 in Review
1,695 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in UnitedHealth (UNH) for Q1 2018, worth a combined $178B — down 4.1% from $185B a quarter earlier.
Buyers outnumbered sellers: 130 funds opened new UNH positions and 94 closed out — a net gain of 36 holders — while 650 added to existing stakes and 716 trimmed.
The largest buyer was Deutsche Bank, adding an estimated $753M. The largest seller was Credit Suisse, cutting an estimated $1.54B.
- 1,695 institutional investors held UnitedHealth (UNH) as of Q1 2018, up from 1,676 in Q4 2017.
- Funds reported $178B of UnitedHealth stock for Q1 2018, down 4.1% quarter-over-quarter.
- 130 funds opened new UnitedHealth positions in Q1 2018 and 94 closed out, a net change of +36 holders.
- The largest UnitedHealth buyer in Q1 2018 was Deutsche Bank, an estimated $753M added.
- The largest UnitedHealth seller in Q1 2018 was Credit Suisse, an estimated $1.54B sold.
Based on aggregated 13F filings for Q1 2018.