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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
MSU
1776
Mizuho Securities USA
New York
-$1.88M -8,805 Closed
TH
1777
Timber Hill
Connecticut
-$1.47M -6,863 Closed
LMIM
1778
Lockheed Martin Investment Management
Maryland
-$1.28M -6,000 Closed
BA
1779
Bridgewater Associates
Connecticut
-$1.2M -5,609 Closed
FC
1780
Fulcrum Capital
Washington
-$1.31M -5,468 -13%
JCM
1781
Jafra Capital Management
New York
-$1.09M -5,075 Closed
PP
1782
PrairieView Partners
Minnesota
-$825K -3,857 Closed
LCS
1783
Levin Capital Strategies
New York
-$717K -3,350 Closed
AIS
1784
AlphaOne Investment Services
Pennsylvania
-$480K -2,244 Closed
Rafferty Asset Management
1785
Rafferty Asset Management
New York
-$472K -2,207 Closed
JT
1786
Jump Trading
Illinois
-$433K -2,024 Closed
IIC
1787
Integrated Investment Consultants
Michigan
-$376K -1,759 Closed
MA
1788
MANA Advisors
New York
-$310K -1,447 Closed
RIA
1789
Regal Investment Advisors
Michigan
-$299K -1,398 Closed
PGA
1790
Premia Global Advisors
Florida
-$281K -1,318 Closed
AA
1791
ALPS Advisors
Colorado
-$280K -1,307 Closed
ST
1792
Sabal Trust
Florida
-$275K -1,284 Closed
HIIFS
1793
Harel Insurance Investments & Financial Services
Israel
-$257K -1,200 Closed
GCIA
1794
Gabelli & Co Investment Advisers
New York
-$214K -1,000 Closed
RWA
1795
RGT Wealth Advisors
Texas
-$212K -991 Closed
CCM
1796
Chieftain Capital Management
New York
-$205K -960 Closed
RA
1797
RFG Advisory
Alabama
-$205K -957 Closed
BFM
1798
Boothbay Fund Management
New York
-$202K -942 Closed
PFGIA
1799
Patriot Financial Group Insurance Agency
Massachusetts
-$191K -877 Closed
GGHC
1800
Gilder Gagnon Howe & Co
New York
-$101K -470 Closed

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.