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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
EWM
201
Evercore Wealth Management
New York
$89.1M +$3.01M +12,533 +4%
ProShare Advisors
202
ProShare Advisors
Maryland
$88M -$13.6M -56,796 -14%
NB
203
Norinchukin Bank
Japan
$87.8M +$13.7M +57,243 +19%
AII
204
AGF Investments Inc
Ontario, Canada
$85.5M +$32.9M +136,921 +65%
KBC Group
205
KBC Group
Belgium
$85.5M +$15.5M +64,599 +23%
BPC
206
Banque Pictet & Cie
Switzerland
$83.8M -$2.36M -9,809 -3%
SCM
207
Sterling Capital Management
North Carolina
$83.5M -$1.41M -5,878 -2%
CWM
208
CIBC World Markets
New York
$81.3M +$4.9M +20,426 +7%
ASC
209
Atalanta Sosnoff Capital
New York
$80.3M -$1.36M -5,678 -2%
VRS
210
Virginia Retirement Systems
Virginia
$79.8M -$14.3M -59,700 -16%
SC
211
Samlyn Capital
New York
$79.5M -$15.6M -65,176 -17%
BTW
212
Boston Trust Walden
Massachusetts
$79.1M +$189K +786 +0.2%
CAM
213
Congress Asset Management
Massachusetts
$79M -$2.58M -10,743 -3%
GIBU
214
Gulf International Bank (UK)
United Kingdom
$76.4M +$1.14M +4,749 +2%
SDIC
215
South Dakota Investment Council
South Dakota
$74.5M -$331K -1,380 -0.5%
PHS
216
PFM Health Sciences
California
$74.3M -$50.1M -208,583 -41%
FQ
217
First Quadrant
California
$73.4M +$52M +216,442 +262%
AIG
218
American International Group
New York
$72.8M -$644K -2,684 -0.9%
CCMG
219
Clark Capital Management Group
Pennsylvania
$72.1M +$4.87M +20,278 +7%
Mitsubishi UFJ Asset Management
220
Mitsubishi UFJ Asset Management
Japan
$71.8M -$2.91M -12,105 -4%
ERSOT
221
Employees Retirement System of Texas
Texas
$71.8M +$408K +1,700 +0.6%
RCAMU
222
Rothschild & Co Asset Management US
Connecticut
$70.2M +$106K +443 +0.2%
SOMRS
223
State of Michigan Retirement System
Michigan
$69.8M -$96K -400 -0.1%
MIM
224
MetLife Investment Management
New Jersey
$69.4M -$2M -8,317 -3%
CGT
225
Capital Guardian Trust
California
$67.5M +$42M +174,801 +174%

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.