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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
CCM
176
Causeway Capital Management
California
$112M -$27.6M -115,012 -20%
DekaBank Deutsche Girozentrale
177
DekaBank Deutsche Girozentrale
Germany
$110M -$2.73M -11,384 -2%
Fifth Third Bancorp
178
Fifth Third Bancorp
Ohio
$109M +$10.2M +42,271 +11%
Robeco Institutional Asset Management
179
Robeco Institutional Asset Management
Netherlands
$109M -$6.03M -25,123 -5%
FMI
180
Factory Mutual Insurance
Massachusetts
$109M +$432K +1,800 +0.4%
Royal London Asset Management
181
Royal London Asset Management
United Kingdom
$107M +$105M +437,168 New
MSL
182
Mackay Shields LLC
New York
$107M +$1.02M +4,234 +1%
DnB Asset Management
183
DnB Asset Management
Norway
$107M -$3.43M -14,300 -3%
Zurich Cantonal Bank
184
Zurich Cantonal Bank
Switzerland
$105M -$3.13M -13,043 -3%
JMPWA
185
JP Morgan Private Wealth Advisors
California
$105M +$15.1M +62,712 +17%
TCM
186
Tekla Capital Management
Massachusetts
$104M +$17.5M +73,000 +21%
Victory Capital Management
187
Victory Capital Management
Texas
$103M +$26.7M +111,162 +36%
CVA
188
Ceredex Value Advisors
Florida
$102M -$7.31M -30,459 -7%
TRSOTSOK
189
Teachers Retirement System of the State of Kentucky
Kentucky
$101M -$4.02M -16,754 -4%
CIBC World Market
190
CIBC World Market
Ontario, Canada
$100M -$63.7M -265,339 -39%
VIM
191
Veritas Investment Management
United Kingdom
$100M +$900K +3,747 +0.9%
HM
192
HealthCor Management
New York
$99.8M -$51.3M -213,580 -34%
Treasurer of the State of North Carolina
193
Treasurer of the State of North Carolina
North Carolina
$96.6M +$58.8M +245,051 +165%
Natixis Advisors
194
Natixis Advisors
Massachusetts
$96.3M -$8.8M -36,661 -9%
WHG
195
Westwood Holdings Group
Texas
$96M +$79.7M +331,959 +559%
CA
196
Commerzbank Aktiengesellschaft
Germany
$95.1M -$71.1M -295,897 -43%
RJFSA
197
Raymond James Financial Services Advisors
Florida
$94.8M +$3.87M +16,120 +4%
Nisa Investment Advisors
198
Nisa Investment Advisors
Missouri
$93.3M -$1.14M -4,748 -1%
Lazard Asset Management
199
Lazard Asset Management
New York
$90M -$17.9M -74,448 -17%
JWBC
200
John W. Bristol & Co
New York
$89.5M +$530K +2,209 +0.6%

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.