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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
PCM
1626
Poehling Capital Management
Wisconsin
$158K
SHJ
1627
Sharkey, Howes & Javer
Colorado
$157K
BAM
1628
Bruderman Asset Management
New York
$153K
KCPG
1629
Kavar Capital Partners Group
Kansas
$147K
M
1630
MOTCO
Texas
$146K
WOC
1631
West Oak Capital
California
$140K -$29.3K -122 -18%
CCM
1632
Cribstone Capital Management
Maine
$139K +$7.2K +30 +6%
QAM
1633
QCI Asset Management
New York
$138K -$133K -552 -50%
CFD
1634
Creative Financial Designs
Indiana
$136K -$62.4K -260 -32%
KC
1635
KHP Capital
Oklahoma
$123K -$64.1K -267 -35%
CPA
1636
Cowen Prime Advisors
New York
$123K
BWM
1637
Baystate Wealth Management
Massachusetts
$120K +$10.8K +45 +11%
FL
1638
Fort LP
Maryland
$119K +$116K +485 New
NWM
1639
Northwest Wealth Management
Iowa
$117K
AWM
1640
Aevitas Wealth Management
Massachusetts
$114K
CPA
1641
Clear Perspective Advisors
Illinois
$113K -$47.5K -198 -30%
AOWM
1642
Alpha Omega Wealth Management
Virginia
$110K
ACM
1643
AUA Capital Management
Pennsylvania
$109K
BCP
1644
Blue Chip Partners
Michigan
$107K +$104K +435 New
WG
1645
Welch Group
Alabama
$106K +$104K +432 New
FWM
1646
Focused Wealth Management
New York
$102K +$2.4K +10 +2%
CFG
1647
CKW Financial Group
Hawaii
$98K
TFO
1648
Tarbox Family Office
California
$98K
LWA
1649
Lenox Wealth Advisors
New York
$97K -$19.9K -83 -17%
TFA
1650
Toth Financial Advisory
Virginia
$94K

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.