UnitedHealth
UNH
3,129 hedge funds and large institutions have $388B invested in UnitedHealth in 2023 Q2 according to their latest regulatory filings, with 169 funds opening new positions, 1,451 increasing their positions, 1,179 reducing their positions, and 125 closing their positions.
35% more first-time investments, than exits
New positions opened: 169 | Existing positions closed: 125
23% more repeat investments, than reductions
Existing positions increased: 1,451 | Existing positions reduced: 1,179
17% more call options, than puts
Call options by funds: $4.58B | Put options by funds: $3.91B
1% more capital invested
Capital invested by funds: $384B → $388B (+$4.63B)
1% more funds holding
Funds holding: 3,110 → 3,129 (+19)
7.43% less ownership
Funds ownership: 94.23% → 86.8% (-7.4%)
13% less funds holding in top 10
Funds holding in top 10: 409 → 355 (-54)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$1.24B |
| 2 |
Barclays
London,
United Kingdom
|
+$983M |
| 3 |
Fisher Asset Management
Camas,
Washington
|
+$757M |
| 4 |
Morgan Stanley
New York
|
+$601M |
| 5 |
State Street
Boston,
Massachusetts
|
+$374M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OIAM
OFI Invest Asset Management
Paris,
France
|
-$30.3B |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$1.92B |
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$1.78B |
| 4 |
Amundi
Paris,
France
|
-$895M |
| 5 |
Renaissance Technologies
New York
|
-$686M |
UNH Hedge Fund Activity: Q2 2023 in Review
3,129 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in UnitedHealth (UNH) for Q2 2023, worth a combined $388B — up 1.2% from $384B a quarter earlier.
Buyers outnumbered sellers: 169 funds opened new UNH positions and 125 closed out — a net gain of 44 holders — while 1,451 added to existing stakes and 1,179 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $1.24B. The largest seller was OFI Invest Asset Management, cutting an estimated $30.3B.
- 3,129 institutional investors held UnitedHealth (UNH) as of Q2 2023, up from 3,110 in Q1 2023.
- Funds reported $388B of UnitedHealth stock for Q2 2023, up 1.2% quarter-over-quarter.
- 169 funds opened new UnitedHealth positions in Q2 2023 and 125 closed out, a net change of +44 holders.
- The largest UnitedHealth buyer in Q2 2023 was JP Morgan Chase, an estimated $1.24B added.
- The largest UnitedHealth seller in Q2 2023 was OFI Invest Asset Management, an estimated $30.3B sold.
Based on aggregated 13F filings for Q2 2023.