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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
BFC
1601
Bedel Financial Consulting
Indiana
$205K +$2.16K +9 +1%
RG
1602
Rathbones Group
United Kingdom
$205K +$201K +837 New
LAIC
1603
Lederer & Associates Investment Counsel
California
$204K -$124K -515 -38%
FCB
1604
First Command Bank
Texas
$204K -$2.16K -9 -1%
FCFS
1605
First Command Financial Services
Texas
$204K -$2.16K -9 -1%
EHC
1606
Everett Harris & Co
California
$203K +$199K +827 New
FCMT
1607
Founders Capital Management (Texas)
Texas
$202K
WB
1608
Webster Bank
Connecticut
$202K
CIC
1609
Cornercap Investment Counsel
Georgia
$202K +$198K +823 New
DAM
1610
Diamant Asset Management
Connecticut
$202K +$198K +825 New
EWM
1611
Elite Wealth Management
Washington
$200K +$196K +815 New
TFS
1612
TrustCore Financial Services
Tennessee
$199K +$49.5K +206 +34%
ATC
1613
Adirondack Trust Company
New York
$197K
RWG
1614
Regal Wealth Group
California
$195K +$720 +3 +0.4%
AWM
1615
AllSquare Wealth Management
New York
$190K +$77.3K +322 +71%
SAS
1616
Stelac Advisory Services
New York
$186K
HCA
1617
Heck Capital Advisors
Wisconsin
$185K +$720 +3 +0.4%
BAMCO Inc
1618
BAMCO Inc
New York
$180K +$44.4K +185 +34%
GFP
1619
Gryphon Financial Partners
Ohio
$178K -$9.85K -41 -5%
KJWM
1620
Kiley Juergens Wealth Management
Washington
$178K +$174K +726 New
GAM
1621
Gemmer Asset Management
California
$177K
DWM
1622
Destination Wealth Management
California
$174K -$16.1K -67 -9%
KPCM
1623
Kings Point Capital Management
New York
$169K
MUS
1624
Mitsubishi UFJ Securities
Japan
$169K
IDBONY
1625
Israel Discount Bank of New York
New York
$166K

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.