UnitedHealth
UNH
1,943 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, 874 increasing their positions, 728 reducing their positions, and 97 closing their positions.
47% more first-time investments, than exits
New positions opened: 143 | Existing positions closed: 97
20% more repeat investments, than reductions
Existing positions increased: 874 | Existing positions reduced: 728
1% more funds holding
Funds holding: 1,921 → 1,943 (+22)
7% more call options, than puts
Call options by funds: $1.28B | Put options by funds: $1.2B
0.52% less ownership
Funds ownership: 86.57% → 86.06% (-0.52%)
1% less capital invested
Capital invested by funds: $207B → $204B (-$2.98B)
37% less funds holding in top 10
Funds holding in top 10: 281 → 176 (-105)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CS
Credit Suisse
Zurich,
Switzerland
|
+$787M |
| 2 |
Capital World Investors
Los Angeles,
California
|
+$582M |
| 3 |
Capital International Investors
Los Angeles,
California
|
+$530M |
| 4 |
State Street
Boston,
Massachusetts
|
+$422M |
| 5 |
Janus Henderson Group
London,
|
+$391M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jennison Associates
New York
|
-$675M |
| 2 |
JP Morgan Chase
New York
|
-$572M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
-$496M |
| 4 |
ECU
Egerton Capital (UK)
London,
United Kingdom
|
-$474M |
| 5 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$425M |
UNH Hedge Fund Activity: Q1 2019 in Review
1,943 of the 4,633 institutional investors tracked by Wall St. Rank reported a position in UnitedHealth (UNH) for Q1 2019, worth a combined $204B — down 1.4% from $207B a quarter earlier.
Buyers outnumbered sellers: 143 funds opened new UNH positions and 97 closed out — a net gain of 46 holders — while 874 added to existing stakes and 728 trimmed.
The largest buyer was Credit Suisse, adding an estimated $787M. The largest seller was Jennison Associates, cutting an estimated $675M.
- 1,943 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 1.4% 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.