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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
Handelsbanken Fonder
151
Handelsbanken Fonder
Sweden
$145M -$7.72M -32,145 -5%
Calamos Advisors
152
Calamos Advisors
Illinois
$140M +$13.4M +55,824 +11%
ACI
153
AMP Capital Investors
Australia
$140M -$7.73M -32,181 -5%
RSCM
154
Rock Springs Capital Management
Maryland
$139M +$19.2M +80,000 +16%
GIA
155
Gateway Investment Advisers
Ohio
$139M -$1.64M -6,817 -1%
State of New Jersey Common Pension Fund D
156
State of New Jersey Common Pension Fund D
New Jersey
$139M
JFL
157
Jarislowsky, Fraser Ltd
Quebec, Canada
$137M +$6.14M +25,577 +5%
Acadian Asset Management
158
Acadian Asset Management
Massachusetts
$136M +$23.6M +98,088 +22%
HTC
159
Haverford Trust Company
Pennsylvania
$133M -$6.98M -29,074 -5%
AIM
160
Artemis Investment Management
United Kingdom
$132M +$41.4M +172,275 +47%
N
161
Nuveen
North Carolina
$130M +$1.56M +6,480 +1%
AL
162
Appaloosa LP
New Jersey
$130M -$42.5M -177,199 -25%
GVI
163
Green Valley Investors
Delaware
$129M +$19.3M +80,190 +18%
CAM
164
ClariVest Asset Management
California
$128M -$9.44M -39,317 -7%
FI
165
Focused Investors
California
$128M +$9.36M +39,000 +8%
BCIM
166
British Columbia Investment Management
British Columbia, Canada
$124M -$8.01M -33,363 -6%
MPI
167
Mairs & Power Inc
Minnesota
$124M -$2.3M -9,596 -2%
CBT
168
Capital Bank & Trust
California
$121M +$5.17M +21,527 +5%
State of Tennessee, Department of Treasury
169
State of Tennessee, Department of Treasury
Tennessee
$120M -$31.2M -129,754 -21%
Nomura Asset Management
170
Nomura Asset Management
Japan
$119M -$636K -2,647 -0.5%
Fayez Sarofim & Co
171
Fayez Sarofim & Co
Texas
$118M -$81.4K -339 -0.1%
CFC
172
Cincinnati Financial Corp
Ohio
$115M
VNIM
173
Vaughan Nelson Investment Management
Texas
$114M -$17M -70,792 -13%
MIHAS
174
Maj Invest Holding A/S
Denmark
$114M +$4.02M +16,748 +4%
MC
175
Montag & Caldwell
Georgia
$113M -$35.5M -147,680 -24%

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.