UnitedHealth
UNH
1,275 hedge funds and large institutions have $115B invested in UnitedHealth in 2016 Q3 according to their latest regulatory filings, with 83 funds opening new positions, 493 increasing their positions, 519 reducing their positions, and 54 closing their positions.
54% more first-time investments, than exits
New positions opened: 83 | Existing positions closed: 54
1% more funds holding
Funds holding: 1,263 → 1,275 (+12)
0.05% less ownership
Funds ownership: 87.06% → 87.01% (-0.05%)
2% less capital invested
Capital invested by funds: $117B → $115B (-$2.07B)
5% less repeat investments, than reductions
Existing positions increased: 493 | Existing positions reduced: 519
19% less funds holding in top 10
Funds holding in top 10: 124 → 100 (-24)
31% less call options, than puts
Call options by funds: $638M | Put options by funds: $918M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$453M |
| 2 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
+$220M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$204M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
+$177M |
| 5 |
AIM
abrdn Investment Management
Edinburgh,
United Kingdom
|
+$140M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$250M |
| 2 |
FMI
Fiduciary Management Inc
Milwaukee,
Wisconsin
|
-$198M |
| 3 |
Nordea Investment Management
Stockholm,
Sweden
|
-$185M |
| 4 |
Invesco
Atlanta,
Georgia
|
-$179M |
| 5 |
Dodge & Cox
San Francisco,
California
|
-$149M |
UNH Hedge Fund Activity: Q3 2016 in Review
1,275 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in UnitedHealth (UNH) for Q3 2016, worth a combined $115B — down 1.8% from $117B a quarter earlier.
Buyers outnumbered sellers: 83 funds opened new UNH positions and 54 closed out — a net gain of 29 holders — while 493 added to existing stakes and 519 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $453M. The largest seller was Wellington Management Group, cutting an estimated $250M.
- 1,275 institutional investors held UnitedHealth (UNH) as of Q3 2016, up from 1,263 in Q2 2016.
- Funds reported $115B of UnitedHealth stock for Q3 2016, down 1.8% quarter-over-quarter.
- 83 funds opened new UnitedHealth positions in Q3 2016 and 54 closed out, a net change of +29 holders.
- The largest UnitedHealth buyer in Q3 2016 was JP Morgan Chase, an estimated $453M added.
- The largest UnitedHealth seller in Q3 2016 was Wellington Management Group, an estimated $250M sold.
Based on aggregated 13F filings for Q3 2016.