UnitedHealth
UNH
2,565 hedge funds and large institutions have $364B invested in UnitedHealth in 2021 Q3 according to their latest regulatory filings, with 118 funds opening new positions, 1,255 increasing their positions, 837 reducing their positions, and 103 closing their positions.
50% more repeat investments, than reductions
Existing positions increased: 1,255 | Existing positions reduced: 837
15% more first-time investments, than exits
New positions opened: 118 | Existing positions closed: 103
0.15% less ownership
Funds ownership: 87.46% → 87.31% (-0.15%)
1% less funds holding
Funds holding: 2,587 → 2,565 (-22)
3% less capital invested
Capital invested by funds: $374B → $364B (-$9.67B)
10% less funds holding in top 10
Funds holding in top 10: 230 → 206 (-24)
24% less call options, than puts
Call options by funds: $2.32B | Put options by funds: $3.07B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$528M |
| 2 |
Barclays
London,
United Kingdom
|
+$312M |
| 3 |
BlackRock
New York
|
+$281M |
| 4 |
JP Morgan Chase
New York
|
+$276M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$249M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$975M |
| 2 |
Viking Global Investors
Stamford,
Connecticut
|
-$444M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$409M |
| 4 |
KBC Group
Brussels,
Belgium
|
-$391M |
| 5 |
BGIM
Brandywine Global Investment Management
Philadelphia,
Pennsylvania
|
-$320M |
UNH Hedge Fund Activity: Q3 2021 in Review
2,565 of the 5,713 institutional investors tracked by Wall St. Rank reported a position in UnitedHealth (UNH) for Q3 2021, worth a combined $364B — down 2.6% from $374B a quarter earlier.
Buyers outnumbered sellers: 118 funds opened new UNH positions and 103 closed out — a net gain of 15 holders — while 1,255 added to existing stakes and 837 trimmed.
The largest buyer was Bank of America, adding an estimated $528M. The largest seller was Fidelity Investments, cutting an estimated $975M.
- 2,565 institutional investors held UnitedHealth (UNH) as of Q3 2021, down from 2,587 in Q2 2021.
- Funds reported $364B of UnitedHealth stock for Q3 2021, down 2.6% quarter-over-quarter.
- 118 funds opened new UnitedHealth positions in Q3 2021 and 103 closed out, a net change of +15 holders.
- The largest UnitedHealth buyer in Q3 2021 was Bank of America, an estimated $528M added.
- The largest UnitedHealth seller in Q3 2021 was Fidelity Investments, an estimated $975M sold.
Based on aggregated 13F filings for Q3 2021.