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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
MWM
1651
MinichMacGregor Wealth Management
New York
$94K +$960 +4 +1%
RCG
1652
Ruggie Capital Group
Florida
$93K
GCM
1653
Gables Capital Management
Florida
$93K +$12K +50 +15%
FBT
1654
First Bank & Trust
South Dakota
$93K +$32.2K +134 +55%
AP
1655
Atwood & Palmer
Missouri
$92K +$59.8K +249 +199%
B
1656
Bridgeworth
Alabama
$92K +$90.5K +377 New
LF
1657
Lee Financial
Texas
$91K +$720 +3 +0.8%
FMP
1658
Financial Management Professionals
Texas
$87K
SWP
1659
Strategic Wealth Partners
Ohio
$86K -$2.16K -9 -2%
CHC
1660
City Holding Co
West Virginia
$82K
WAS
1661
Winch Advisory Services
Wisconsin
$82K +$240 +1 +0.3%
BCA
1662
Bay Colony Advisors
Massachusetts
$82K +$80K +333 New
VNA
1663
Valley National Advisers
Pennsylvania
$81K -$9.85K -41 -11%
FMTCOCP
1664
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$81K
SIAP
1665
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$76K +$26.7K +111 +56%
TCM
1666
Tradewinds Capital Management
Washington
$75K +$16.6K +69 +29%
TG
1667
TLP Group
Illinois
$75K +$73.2K +305 New
FGAM
1668
Financial Gravity Asset Management
Texas
$74K +$7.68K +32 +13%
NC
1669
NewSquare Capital
Pennsylvania
$72K -$10.3K -43 -13%
SIS
1670
Sound Income Strategies
Florida
$72K
BA
1671
Ballew Advisors
Mississippi
$71K
WA
1672
WealthTrust-Arizona
Arizona
$70K +$36K +150 +109%
GBBWRPM
1673
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$63K
LA
1674
Legacy Advisors
Pennsylvania
$62K
HI
1675
Hudock Inc
Pennsylvania
$61K +$57.6K +240 +2,182%

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.