UnitedHealth
UNH
1,453 hedge funds and large institutions have $137B invested in UnitedHealth in 2017 Q1 according to their latest regulatory filings, with 135 funds opening new positions, 546 increasing their positions, 612 reducing their positions, and 79 closing their positions.
258% more capital inflows, than outflows
Capital inflows: $17.5B | Capital outflows: $4.88B
71% more first-time investments, than exits
New positions opened: 135 | Existing positions closed: 79
3% more funds holding
Funds holding: 1,413 → 1,453 (+40)
0.1% less ownership
Funds ownership: 86.94% → 86.84% (-0.1%)
11% less repeat investments, than reductions
Existing positions increased: 546 | Existing positions reduced: 612
17% less funds holding in top 10
Funds holding in top 10: 153 → 127 (-26)
34% less call options, than puts
Call options by funds: $667M | Put options by funds: $1.02B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$10.7B |
| 2 |
TPG Group Holdings (SBS) Advisors
Fort Worth,
Texas
|
+$510M |
| 3 |
Capital World Investors
Los Angeles,
California
|
+$475M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$455M |
| 5 |
Viking Global Investors
Stamford,
Connecticut
|
+$223M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
-$390M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
-$303M |
| 3 |
Nordea Investment Management
Stockholm,
Sweden
|
-$211M |
| 4 |
Parametric Portfolio Associates
Seattle,
Washington
|
-$176M |
| 5 |
TIAA CREF Investment Management
New York
|
-$161M |
UNH Hedge Fund Activity: Q1 2017 in Review
1,453 of the 4,035 institutional investors tracked by Wall St. Rank reported a position in UnitedHealth (UNH) for Q1 2017, worth a combined $137B — up 3.8% from $132B a quarter earlier.
Buyers outnumbered sellers: 135 funds opened new UNH positions and 79 closed out — a net gain of 56 holders — while 546 added to existing stakes and 612 trimmed.
The largest buyer was BlackRock, adding an estimated $10.7B. The largest seller was Capital Research Global Investors, cutting an estimated $390M.
- 1,453 institutional investors held UnitedHealth (UNH) as of Q1 2017, up from 1,413 in Q4 2016.
- Funds reported $137B of UnitedHealth stock for Q1 2017, up 3.8% quarter-over-quarter.
- 135 funds opened new UnitedHealth positions in Q1 2017 and 79 closed out, a net change of +56 holders.
- The largest UnitedHealth buyer in Q1 2017 was BlackRock, an estimated $10.7B added.
- The largest UnitedHealth seller in Q1 2017 was Capital Research Global Investors, an estimated $390M sold.
Based on aggregated 13F filings for Q1 2017.