UnitedHealth
UNH
1,451 hedge funds and large institutions have $137B invested in UnitedHealth in 2017 Q1 according to their latest regulatory filings, with 134 funds opening new positions, 548 increasing their positions, 610 reducing their positions, and 79 closing their positions.
70% more first-time investments, than exits
New positions opened: 134 | Existing positions closed: 79
3% more funds holding
Funds holding: 1,412 → 1,451 (+39)
4% more capital invested
Capital invested by funds: $132B → $137B (+$4.92B)
0.16% less ownership
Funds ownership: 86.98% → 86.82% (-0.16%)
10% less repeat investments, than reductions
Existing positions increased: 548 | Existing positions reduced: 610
17% less funds holding in top 10
Funds holding in top 10: 152 → 126 (-26)
34% less call options, than puts
Call options by funds: $665M | Put options by funds: $1.01B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$10.7B |
| 2 |
TGHSA
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 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
-$176M |
| 5 |
TCIM
TIAA CREF Investment Management
New York
|
-$161M |
UNH Hedge Fund Activity: Q1 2017 in Review
1,451 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in UnitedHealth (UNH) for Q1 2017, worth a combined $137B — up 3.7% from $132B a quarter earlier.
Buyers outnumbered sellers: 134 funds opened new UNH positions and 79 closed out — a net gain of 55 holders — while 548 added to existing stakes and 610 trimmed.
The largest buyer was BlackRock, adding an estimated $10.7B. The largest seller was Capital Research Global Investors, cutting an estimated $390M.
- 1,451 institutional investors held UnitedHealth (UNH) as of Q1 2017, up from 1,412 in Q4 2016.
- Funds reported $137B of UnitedHealth stock for Q1 2017, up 3.7% quarter-over-quarter.
- 134 funds opened new UnitedHealth positions in Q1 2017 and 79 closed out, a net change of +55 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.