UnitedHealth
UNH
1,490 hedge funds and large institutions have $156B invested in UnitedHealth in 2017 Q2 according to their latest regulatory filings, with 121 funds opening new positions, 587 increasing their positions, 598 reducing their positions, and 71 closing their positions.
70% more first-time investments, than exits
New positions opened: 121 | Existing positions closed: 71
21% more funds holding in top 10
Funds holding in top 10: 127 → 154 (+27)
14% more capital invested
Capital invested by funds: $137B → $156B (+$18.9B)
3% more funds holding
Funds holding: 1,453 → 1,490 (+37)
0.67% more ownership
Funds ownership: 86.84% → 87.5% (+0.67%)
2% less repeat investments, than reductions
Existing positions increased: 587 | Existing positions reduced: 598
37% less call options, than puts
Call options by funds: $690M | Put options by funds: $1.09B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Janus Henderson Group
London,
|
+$397M |
| 2 |
LPC
Lone Pine Capital
Greenwich,
Connecticut
|
+$299M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$279M |
| 4 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
+$261M |
| 5 |
Jennison Associates
New York
|
+$254M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TGHSA
TPG Group Holdings (SBS) Advisors
Fort Worth,
Texas
|
-$511M |
| 2 |
Capital Research Global Investors
Los Angeles,
California
|
-$231M |
| 3 |
Capital World Investors
Los Angeles,
California
|
-$224M |
| 4 |
Viking Global Investors
Stamford,
Connecticut
|
-$168M |
| 5 |
ClearBridge Investments
New York
|
-$160M |
UNH Hedge Fund Activity: Q2 2017 in Review
1,490 of the 4,022 institutional investors tracked by Wall St. Rank reported a position in UnitedHealth (UNH) for Q2 2017, worth a combined $156B — up 14% from $137B a quarter earlier.
Buyers outnumbered sellers: 121 funds opened new UNH positions and 71 closed out — a net gain of 50 holders — while 587 added to existing stakes and 598 trimmed.
The largest buyer was Janus Henderson Group, adding an estimated $397M. The largest seller was TPG Group Holdings (SBS) Advisors, exiting entirely with an estimated $511M sold.
- 1,490 institutional investors held UnitedHealth (UNH) as of Q2 2017, up from 1,453 in Q1 2017.
- Funds reported $156B of UnitedHealth stock for Q2 2017, up 14% quarter-over-quarter.
- 121 funds opened new UnitedHealth positions in Q2 2017 and 71 closed out, a net change of +50 holders.
- The largest UnitedHealth buyer in Q2 2017 was Janus Henderson Group, an estimated $397M added.
- The largest UnitedHealth seller in Q2 2017 was TPG Group Holdings (SBS) Advisors, an estimated $511M sold.
Based on aggregated 13F filings for Q2 2017.