UnitedHealth
UNH
1,785 hedge funds and large institutions have $221B invested in UnitedHealth in 2018 Q3 according to their latest regulatory filings, with 112 funds opening new positions, 714 increasing their positions, 703 reducing their positions, and 66 closing their positions.
70% more first-time investments, than exits
New positions opened: 112 | Existing positions closed: 66
8% more capital invested
Capital invested by funds: $204B → $221B (+$17B)
3% more funds holding in top 10
Funds holding in top 10: 223 → 229 (+6)
2% more funds holding
Funds holding: 1,755 → 1,785 (+30)
5% more call options, than puts
Call options by funds: $1.37B | Put options by funds: $1.3B
2% more repeat investments, than reductions
Existing positions increased: 714 | Existing positions reduced: 703
0.27% less ownership
Funds ownership: 86.77% → 86.5% (-0.27%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital International Investors
Los Angeles,
California
|
+$2.93B |
| 2 |
State Street
Boston,
Massachusetts
|
+$528M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$423M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$279M |
| 5 |
Morgan Stanley
New York
|
+$259M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
-$1.42B |
| 2 |
Capital World Investors
Los Angeles,
California
|
-$1.07B |
| 3 |
Mitsubishi UFJ Trust & Banking
Tokyo,
Japan
|
-$327M |
| 4 |
ECU
Egerton Capital (UK)
London,
United Kingdom
|
-$320M |
| 5 |
LPC
Lone Pine Capital
Greenwich,
Connecticut
|
-$287M |
UNH Hedge Fund Activity: Q3 2018 in Review
1,785 of the 4,391 institutional investors tracked by Wall St. Rank reported a position in UnitedHealth (UNH) for Q3 2018, worth a combined $221B — up 8.3% from $204B a quarter earlier.
Buyers outnumbered sellers: 112 funds opened new UNH positions and 66 closed out — a net gain of 46 holders — while 714 added to existing stakes and 703 trimmed.
The largest buyer was Capital International Investors, adding an estimated $2.93B. The largest seller was Capital Research Global Investors, cutting an estimated $1.42B.
- 1,785 institutional investors held UnitedHealth (UNH) as of Q3 2018, up from 1,755 in Q2 2018.
- Funds reported $221B of UnitedHealth stock for Q3 2018, up 8.3% quarter-over-quarter.
- 112 funds opened new UnitedHealth positions in Q3 2018 and 66 closed out, a net change of +46 holders.
- The largest UnitedHealth buyer in Q3 2018 was Capital International Investors, an estimated $2.93B added.
- The largest UnitedHealth seller in Q3 2018 was Capital Research Global Investors, an estimated $1.42B sold.
Based on aggregated 13F filings for Q3 2018.