UnitedHealth
UNH
2,903 hedge funds and large institutions have $411B invested in UnitedHealth in 2021 Q4 according to their latest regulatory filings, with 469 funds opening new positions, 1,156 increasing their positions, 965 reducing their positions, and 90 closing their positions.
421% more first-time investments, than exits
New positions opened: 469 | Existing positions closed: 90
78% more funds holding in top 10
Funds holding in top 10: 206 → 367 (+161)
20% more repeat investments, than reductions
Existing positions increased: 1,156 | Existing positions reduced: 965
13% more funds holding
Funds holding: 2,565 → 2,903 (+338)
13% more capital invested
Capital invested by funds: $364B → $411B (+$47.4B)
0.34% more ownership
Funds ownership: 87.31% → 87.65% (+0.34%)
20% less call options, than puts
Call options by funds: $3.29B | Put options by funds: $4.09B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$758M |
| 2 |
Janus Henderson Group
London,
United Kingdom
|
+$571M |
| 3 |
State Street
Boston,
Massachusetts
|
+$394M |
| 4 |
Marshall Wace
London,
United Kingdom
|
+$376M |
| 5 |
Capital International Investors
Los Angeles,
California
|
+$358M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fisher Asset Management
Camas,
Washington
|
-$704M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
-$444M |
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$375M |
| 4 |
LPC
Lone Pine Capital
Greenwich,
Connecticut
|
-$321M |
| 5 |
VAM
Veritas Asset Management
London,
United Kingdom
|
-$305M |
UNH Hedge Fund Activity: Q4 2021 in Review
2,903 of the 6,499 institutional investors tracked by Wall St. Rank reported a position in UnitedHealth (UNH) for Q4 2021, worth a combined $411B — up 13% from $364B a quarter earlier.
Buyers outnumbered sellers: 469 funds opened new UNH positions and 90 closed out — a net gain of 379 holders — while 1,156 added to existing stakes and 965 trimmed.
The largest buyer was Royal Bank of Canada, adding an estimated $758M. The largest seller was Fisher Asset Management, cutting an estimated $704M.
- 2,903 institutional investors held UnitedHealth (UNH) as of Q4 2021, up from 2,565 in Q3 2021.
- Funds reported $411B of UnitedHealth stock for Q4 2021, up 13% quarter-over-quarter.
- 469 funds opened new UnitedHealth positions in Q4 2021 and 90 closed out, a net change of +379 holders.
- The largest UnitedHealth buyer in Q4 2021 was Royal Bank of Canada, an estimated $758M added.
- The largest UnitedHealth seller in Q4 2021 was Fisher Asset Management, an estimated $704M sold.
Based on aggregated 13F filings for Q4 2021.