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UnitedHealth

1,944 hedge funds and large institutions have $204B invested in UnitedHealth in 2019 Q1 according to their latest regulatory filings, with 143 funds opening new positions, 873 increasing their positions, 730 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more first-time investments, than exits

New positions opened: 143 | Existing positions closed: 97

20% more repeat investments, than reductions

Existing positions increased: 873 | Existing positions reduced: 730

1% more funds holding

Funds holding: 1,9211,944 (+23)

7% more call options, than puts

Call options by funds: $1.28B | Put options by funds: $1.2B

0.57% less ownership

Funds ownership: 86.57%86% (-0.57%)

1% less capital invested

Capital invested by funds: $206B → $204B (-$1.9B)

37% less funds holding in top 10

Funds holding in top 10: 281176 (-105)

Holders
1,944
Holders Change
+23
Holders Change %
+1.2%
% of All Funds
42.07%
Holding in Top 10
176
Holding in Top 10 Change
-105
Holding in Top 10 Change %
-37.37%
% of All Funds
3.81%
New
143
Increased
873
Reduced
730
Closed
97
Calls
$1.28B
Puts
$1.2B
Net Calls
+$81.9M
Net Calls Change
+$162M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$17.9B +$247M +966,889 +1%
BlackRock
2
BlackRock
New York
$17.3B +$44.5M +174,428 +0.2%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$15.6B -$349M -1,369,675 -2%
State Street
4
State Street
Massachusetts
$11.5B +$422M +1,654,285 +4%
Capital World Investors
5
Capital World Investors
California
$10.3B +$582M +2,281,232 +6%
T. Rowe Price Associates
6
T. Rowe Price Associates
Maryland
$9.31B -$425M -1,666,525 -4%
Wellington Management Group
7
Wellington Management Group
Massachusetts
$7.09B -$496M -1,943,474 -6%
Capital International Investors
8
Capital International Investors
California
$4.72B +$530M +2,078,824 +12%
Capital Research Global Investors
9
Capital Research Global Investors
California
$4.42B -$349M -1,370,317 -7%
JP Morgan Chase
10
JP Morgan Chase
New York
$3.8B -$572M -2,244,717 -13%
ClearBridge Investments
11
ClearBridge Investments
New York
$3.47B -$27.9M -109,381 -0.8%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$3.06B +$203M +796,658 +7%
Northern Trust
13
Northern Trust
Illinois
$2.98B +$99.1M +388,584 +3%
Norges Bank
14
Norges Bank
Norway
$2.37B +$42.3M +166,061 +2%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$2.29B -$126M -493,977 -5%
AllianceBernstein
16
AllianceBernstein
Tennessee
$2.08B +$204M +798,597 +11%
Bank of America
17
Bank of America
North Carolina
$1.98B +$25.6M +100,411 +1%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$1.81B +$41.9M +164,263 +2%
Wells Fargo
19
Wells Fargo
California
$1.81B -$59.4M -233,055 -3%
Morgan Stanley
20
Morgan Stanley
New York
$1.58B -$332M -1,302,822 -17%
Dodge & Cox
21
Dodge & Cox
California
$1.56B -$11.4M -44,815 -0.7%
Legal & General Group
22
Legal & General Group
United Kingdom
$1.45B +$288M +1,128,665 +24%
Janus Henderson Group
23
Janus Henderson Group
United Kingdom
$1.37B +$391M +1,532,738 +38%
TCIM
24
TIAA CREF Investment Management
New York
$1.24B -$169M -661,119 -12%
UBS Group
25
UBS Group
Switzerland
$1.19B +$118M +461,524 +11%

UNH Hedge Fund Activity: Q1 2019 in Review

1,944 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in UnitedHealth (UNH) for Q1 2019, worth a combined $204B — down 0.93% from $206B a quarter earlier.

Buyers outnumbered sellers: 143 funds opened new UNH positions and 97 closed out — a net gain of 46 holders — while 873 added to existing stakes and 730 trimmed.

The largest buyer was Credit Suisse, adding an estimated $787M. The largest seller was Jennison Associates, cutting an estimated $675M.

  • 1,944 institutional investors held UnitedHealth (UNH) as of Q1 2019, up from 1,921 in Q4 2018.
  • Funds reported $204B of UnitedHealth stock for Q1 2019, down 0.93% quarter-over-quarter.
  • 143 funds opened new UnitedHealth positions in Q1 2019 and 97 closed out, a net change of +46 holders.
  • The largest UnitedHealth buyer in Q1 2019 was Credit Suisse, an estimated $787M added.
  • The largest UnitedHealth seller in Q1 2019 was Jennison Associates, an estimated $675M sold.

Based on aggregated 13F filings for Q1 2019.