UnitedHealth
UNH
1,413 hedge funds and large institutions have $132B invested in UnitedHealth in 2016 Q4 according to their latest regulatory filings, with 201 funds opening new positions, 497 increasing their positions, 558 reducing their positions, and 42 closing their positions.
379% more first-time investments, than exits
New positions opened: 201 | Existing positions closed: 42
51% more funds holding in top 10
Funds holding in top 10: 101 → 153 (+52)
14% more capital invested
Capital invested by funds: $116B → $132B (+$16.4B)
11% more funds holding
Funds holding: 1,278 → 1,413 (+135)
0.12% less ownership
Funds ownership: 87.06% → 86.94% (-0.12%)
11% less repeat investments, than reductions
Existing positions increased: 497 | Existing positions reduced: 558
26% less call options, than puts
Call options by funds: $961M | Put options by funds: $1.3B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
State Street
Boston,
Massachusetts
|
+$345M |
| 2 |
Viking Global Investors
Stamford,
Connecticut
|
+$331M |
| 3 |
Goldman Sachs
New York
|
+$239M |
| 4 |
AIM
abrdn Investment Management
Edinburgh,
United Kingdom
|
+$235M |
| 5 |
Bank of New York Mellon
New York
|
+$233M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$1.69B |
| 2 |
Capital Research Global Investors
Los Angeles,
California
|
-$537M |
| 3 |
Dodge & Cox
San Francisco,
California
|
-$495M |
| 4 |
Nordea Investment Management
Stockholm,
Sweden
|
-$284M |
| 5 |
MTB
Mizuho Trust & Banking
Tokyo,
Japan
|
-$220M |
UNH Hedge Fund Activity: Q4 2016 in Review
1,413 of the 4,008 institutional investors tracked by Wall St. Rank reported a position in UnitedHealth (UNH) for Q4 2016, worth a combined $132B — up 14% from $116B a quarter earlier.
Buyers outnumbered sellers: 201 funds opened new UNH positions and 42 closed out — a net gain of 159 holders — while 497 added to existing stakes and 558 trimmed.
The largest buyer was State Street, adding an estimated $345M. The largest seller was Wellington Management Group, cutting an estimated $1.69B.
- 1,413 institutional investors held UnitedHealth (UNH) as of Q4 2016, up from 1,278 in Q3 2016.
- Funds reported $132B of UnitedHealth stock for Q4 2016, up 14% quarter-over-quarter.
- 201 funds opened new UnitedHealth positions in Q4 2016 and 42 closed out, a net change of +159 holders.
- The largest UnitedHealth buyer in Q4 2016 was State Street, an estimated $345M added.
- The largest UnitedHealth seller in Q4 2016 was Wellington Management Group, an estimated $1.69B sold.
Based on aggregated 13F filings for Q4 2016.