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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
WWMSC
1701
Wagner Wealth Management (South Carolina)
South Carolina
$25K +$24K +100 New
IGGA
1702
Iron Gate Global Advisors
Utah
$25K +$24.7K +103 New
SWMG
1703
Signature Wealth Management Group
Georgia
$24K -$2.16K -9 -8%
CFN
1704
Cordasco Financial Network
Florida
$24K
OSAM
1705
O'Shaughnessy Asset Management
Connecticut
$24K
ME
1706
McIlrath & Eck
Washington
$23K -$10.1K -42 -31%
WCM
1707
Wealthcare Capital Management
Virginia
$23K +$10.8K +45 +90%
PC
1708
Polar Capital
United Kingdom
$22.4K
WCAMG
1709
Woodard & Company Asset Management Group
North Carolina
$22.1K +$21.6K +90 New
CB
1710
CNB Bank
Pennsylvania
$22K
HWM
1711
Holloway Wealth Management
Florida
$22K
SAM
1712
Shamrock Asset Management
Texas
$21K
KL
1713
KWMG LLC
Kansas
$21K +$20.2K +84 New
KIG
1714
Kessler Investment Group
Indiana
$18K +$6.24K +26 +54%
PCIA
1715
Prime Capital Investment Advisors
Kansas
$18K +$18K +75 New
CIM
1716
Contravisory Investment Management
Massachusetts
$17K
CWM
1717
Cedar Wealth Management
California
$17K +$16.8K +70 New
RFWA
1718
RPg Family Wealth Advisory
Massachusetts
$15.7K
AWA
1719
Acorn Wealth Advisors
Michigan
$14K
FEG
1720
Financial Enhancement Group
Indiana
$14K
OAJ
1721
Ogorek Anthony Joseph
New York
$14K
CI
1722
CX Institutional
Indiana
$14K +$13.4K +56 New
CG
1723
Cutler Group
California
$13K -$460K -1,915 -97%
WC
1724
Whitney & Co
New York
$12K
CTB
1725
Country Trust Bank
Illinois
$12K +$4.8K +20 +71%

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.