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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
RWML
1676
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$60.8K
TCM
1677
TD Capital Management
Tennessee
$58K
SIM
1678
Sonora Investment Management
Arizona
$57K
AA
1679
Apriem Advisors
California
$57K +$55.7K +232 New
HIM
1680
Hillsdale Investment Management
Ontario, Canada
$56K -$2.4K -10 -4%
LWS
1681
Lucia Wealth Services
California
$51K -$5.28K -22 -10%
IP
1682
Isthmus Partners
Wisconsin
$49K
SQA
1683
Simon Quick Advisors
New Jersey
$47K +$27.9K +116 +149%
RCWMU
1684
Rothschild & Co Wealth Management (UK)
United Kingdom
$46K +$44.7K +186 New
MPPLM
1685
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$45K
PO
1686
Private Ocean
California
$39K
ARMC
1687
American Research & Management Company
Massachusetts
$37K
PCM
1688
Princeton Capital Management
New Jersey
$32K
TC
1689
Trilogy Capital
California
$31K +$1.2K +5 +4%
LWM
1690
Lenox Wealth Management
Ohio
$30K -$1.44K -6 -5%
HDIM
1691
Hanson & Doremus Investment Management
Vermont
$29K
MCM
1692
Mainstay Capital Management
Michigan
$29K
RIA
1693
RPG Investment Advisory
California
$28K
GWA
1694
Guidant Wealth Advisors
Illinois
$27K
PCFFS
1695
Pacific Center for Financial Services
California
$27K
MSA
1696
Marino Stram & Associates
Massachusetts
$27K +$960 +4 +4%
LWA
1697
Lowe Wealth Advisors
Maryland
$26K +$240 +1 +0.9%
OSNBOA
1698
Old Second National Bank of Aurora
Illinois
$25K
RIM
1699
Ranger Investment Management
Texas
$25K
TDC
1700
Thompson Davis & Co
Virginia
$25K

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.