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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
NSIM
1726
North Star Investment Management
Illinois
$11K
RBC
1727
Roble Belko & Company
Pennsylvania
$11K
TJHA
1728
Thomas J. Herzfeld Advisors
Florida
$11K
IP
1729
Intellectus Partners
California
$10K -$158K -660 -94%
PFO
1730
Pathstone Family Office
New Jersey
$10K -$151K -627 -94%
NSB
1731
Norway Savings Bank
Maine
$10K
DAM
1732
Delta Asset Management
Tennessee
$9K
FFW
1733
Fusion Family Wealth
New York
$9K
MFT
1734
Moisand Fitzgerald Tamayo
Florida
$9K
TC
1735
Trust Company
Kansas
$9K
TAIM
1736
TD Ameritrade Investment Management
Nebraska
$9K +$8.88K +37 New
CWM
1737
Catamount Wealth Management
Connecticut
$8K
WC
1738
Whitnell & Co
Illinois
$8K
DWA
1739
Divergent Wealth Advisors
Utah
$6K -$4.08K -17 -40%
PCA
1740
Peddock Capital Advisors
Massachusetts
$6K +$6K +25 New
HCM
1741
Hilton Capital Management
New York
$6K +$6.24K +26 New
JWM
1742
Janiczek Wealth Management
Colorado
$5K +$4.56K +19 New
CMBA
1743
C.M. Bidwell & Associates
Hawaii
$4K
SA
1744
SRH Advisors
Kansas
$4K
OWA
1745
One Wealth Advisors
California
$4K +$3.84K +16 New
PHK
1746
Point72 Hong Kong
Hong Kong
$3K -$412K -1,715 -99%
NR
1747
Newfound Research
Massachusetts
$3K -$480 -2 -15%
SCA
1748
Stuart Chaussee & Associates
California
$3K
AIL
1749
AGF Investments LLC
Ontario, Canada
$2.7K +$1.45M +6,034 +121%
NA
1750
NewEdge Advisors
Louisiana
$2.44K -$76.1K -317 -3%

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.