UnitedHealth
UNH
1,521 hedge funds and large institutions have $165B invested in UnitedHealth in 2017 Q3 according to their latest regulatory filings, with 104 funds opening new positions, 549 increasing their positions, 653 reducing their positions, and 57 closing their positions.
82% more first-time investments, than exits
New positions opened: 104 | Existing positions closed: 57
6% more capital invested
Capital invested by funds: $156B → $165B (+$8.92B)
2% more funds holding
Funds holding: 1,490 → 1,521 (+31)
0.18% less ownership
Funds ownership: 87.5% → 87.32% (-0.18%)
2% less funds holding in top 10
Funds holding in top 10: 154 → 151 (-3)
16% less repeat investments, than reductions
Existing positions increased: 549 | Existing positions reduced: 653
39% less call options, than puts
Call options by funds: $750M | Put options by funds: $1.23B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital International Investors
Los Angeles,
California
|
+$638M |
| 2 |
Jennison Associates
New York
|
+$635M |
| 3 |
LPC
Lone Pine Capital
Greenwich,
Connecticut
|
+$521M |
| 4 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$455M |
| 5 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$430M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VAM
Veritas Asset Management
London,
United Kingdom
|
-$422M |
| 2 |
JP Morgan Chase
New York
|
-$385M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
-$317M |
| 4 |
ClearBridge Investments
New York
|
-$296M |
| 5 |
Capital Research Global Investors
Los Angeles,
California
|
-$257M |
UNH Hedge Fund Activity: Q3 2017 in Review
1,521 of the 4,022 institutional investors tracked by Wall St. Rank reported a position in UnitedHealth (UNH) for Q3 2017, worth a combined $165B — up 5.7% from $156B a quarter earlier.
Buyers outnumbered sellers: 104 funds opened new UNH positions and 57 closed out — a net gain of 47 holders — while 549 added to existing stakes and 653 trimmed.
The largest buyer was Capital International Investors, adding an estimated $638M. The largest seller was Veritas Asset Management, cutting an estimated $422M.
- 1,521 institutional investors held UnitedHealth (UNH) as of Q3 2017, up from 1,490 in Q2 2017.
- Funds reported $165B of UnitedHealth stock for Q3 2017, up 5.7% quarter-over-quarter.
- 104 funds opened new UnitedHealth positions in Q3 2017 and 57 closed out, a net change of +47 holders.
- The largest UnitedHealth buyer in Q3 2017 was Capital International Investors, an estimated $638M added.
- The largest UnitedHealth seller in Q3 2017 was Veritas Asset Management, an estimated $422M sold.
Based on aggregated 13F filings for Q3 2017.