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UnitedHealth

1,755 hedge funds and large institutions have $204B invested in UnitedHealth in 2018 Q2 according to their latest regulatory filings, with 130 funds opening new positions, 690 increasing their positions, 690 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

128% more first-time investments, than exits

New positions opened: 130 | Existing positions closed: 57

36% more funds holding in top 10

Funds holding in top 10: 164223 (+59)

15% more capital invested

Capital invested by funds: $178B → $204B (+$26.2B)

3% more funds holding

Funds holding: 1,6961,755 (+59)

1% more ownership

Funds ownership: 85.79%86.79% (+1%)

0% more repeat investments, than reductions

Existing positions increased: 690 | Existing positions reduced: 690

4% less call options, than puts

Call options by funds: $1.09B | Put options by funds: $1.13B

Holders
1,755
Holders Change
+59
Holders Change %
+3.48%
% of All Funds
40.17%
Holding in Top 10
223
Holding in Top 10 Change
+59
Holding in Top 10 Change %
+35.98%
% of All Funds
5.1%
New
130
Increased
690
Reduced
690
Closed
57
Calls
$1.09B
Puts
$1.13B
Net Calls
-$43.5M
Net Calls Change
+$629M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$16.7B +$141M +587,193 +0.9%
BlackRock
2
BlackRock
New York
$16.5B -$90.4M -376,294 -0.6%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$15.1B +$716M +2,981,233 +5%
Capital World Investors
4
Capital World Investors
California
$10.4B +$652M +2,716,622 +7%
State Street
5
State Street
Massachusetts
$10.4B -$185M -771,089 -2%
T. Rowe Price Associates
6
T. Rowe Price Associates
Maryland
$9.33B +$152M +633,104 +2%
Wellington Management Group
7
Wellington Management Group
Massachusetts
$8.15B -$274M -1,140,046 -3%
Capital Research Global Investors
8
Capital Research Global Investors
California
$6.01B +$480M +1,998,446 +9%
JP Morgan Chase
9
JP Morgan Chase
New York
$5.03B +$137M +569,983 +3%
ClearBridge Investments
10
ClearBridge Investments
New York
$3.91B -$338M -1,408,720 -8%
Northern Trust
11
Northern Trust
Illinois
$2.82B -$7.19M -29,941 -0.3%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$2.58B -$49.7M -206,805 -2%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$2.52B +$37M +153,967 +2%
Norges Bank
14
Norges Bank
Norway
$2.24B +$40.2M +167,542 +2%
CS
15
Credit Suisse
Switzerland
$2.13B +$1.18B +4,914,654 +130%
AllianceBernstein
16
AllianceBernstein
Tennessee
$1.92B -$18.3M -76,176 -1%
Wells Fargo
17
Wells Fargo
California
$1.89B -$2.53M -10,520 -0.1%
Bank of America
18
Bank of America
North Carolina
$1.83B +$1.39M +5,805 +0.1%
Dodge & Cox
19
Dodge & Cox
California
$1.76B -$53.2M -221,519 -3%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$1.75B +$8.01M +33,351 +0.5%
Jennison Associates
21
Jennison Associates
New York
$1.62B +$171M +710,745 +12%
Morgan Stanley
22
Morgan Stanley
New York
$1.35B +$64.7M +269,652 +5%
Eagle Capital Management (New York)
23
Eagle Capital Management (New York)
New York
$1.28B -$36.7M -152,966 -3%
American Century Companies
24
American Century Companies
Missouri
$1.25B -$4.65M -19,385 -0.4%
TCIM
25
TIAA CREF Investment Management
New York
$1.25B -$13.7M -56,971 -1%

UNH Hedge Fund Activity: Q2 2018 in Review

1,755 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in UnitedHealth (UNH) for Q2 2018, worth a combined $204B — up 15% from $178B a quarter earlier.

Buyers outnumbered sellers: 130 funds opened new UNH positions and 57 closed out — a net gain of 73 holders — while 690 added to existing stakes and 690 trimmed.

The largest buyer was Credit Suisse, adding an estimated $1.18B. The largest seller was Arrowstreet Capital, cutting an estimated $534M.

  • 1,755 institutional investors held UnitedHealth (UNH) as of Q2 2018, up from 1,696 in Q1 2018.
  • Funds reported $204B of UnitedHealth stock for Q2 2018, up 15% quarter-over-quarter.
  • 130 funds opened new UnitedHealth positions in Q2 2018 and 57 closed out, a net change of +73 holders.
  • The largest UnitedHealth buyer in Q2 2018 was Credit Suisse, an estimated $1.18B added.
  • The largest UnitedHealth seller in Q2 2018 was Arrowstreet Capital, an estimated $534M sold.

Based on aggregated 13F filings for Q2 2018.