UnitedHealth
UNH
3,375 hedge funds and large institutions have $398B invested in UnitedHealth in 2024 Q1 according to their latest regulatory filings, with 183 funds opening new positions, 1,538 increasing their positions, 1,311 reducing their positions, and 169 closing their positions.
17% more repeat investments, than reductions
Existing positions increased: 1,538 | Existing positions reduced: 1,311
8% more first-time investments, than exits
New positions opened: 183 | Existing positions closed: 169
1% less funds holding
Funds holding: 3,412 → 3,375 (-37)
2.45% less ownership
Funds ownership: 89.69% → 87.24% (-2.4%)
9% less capital invested
Capital invested by funds: $437B → $398B (-$39.3B)
12% less call options, than puts
Call options by funds: $3.56B | Put options by funds: $4.05B
34% less funds holding in top 10
Funds holding in top 10: 364 → 240 (-124)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Franklin Resources
San Mateo,
California
|
+$1.41B |
| 2 |
BlackRock
New York
|
+$658M |
| 3 |
Mitsubishi UFJ Asset Management
Tokyo,
Japan
|
+$608M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$498M |
| 5 |
Norges Bank
Oslo,
Norway
|
+$494M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$6.79B |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$3.08B |
| 3 |
GQG Partners
Ft. Lauderdale,
Florida
|
-$1.74B |
| 4 |
Capital Research Global Investors
Los Angeles,
California
|
-$1B |
| 5 |
Swedbank
Stockholm,
Sweden
|
-$995M |
UNH Hedge Fund Activity: Q1 2024 in Review
3,375 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in UnitedHealth (UNH) for Q1 2024, worth a combined $398B — down 9% from $437B a quarter earlier.
Buyers outnumbered sellers: 183 funds opened new UNH positions and 169 closed out — a net gain of 14 holders — while 1,538 added to existing stakes and 1,311 trimmed.
The largest buyer was Franklin Resources, adding an estimated $1.41B. The largest seller was Morgan Stanley, cutting an estimated $6.79B.
- 3,375 institutional investors held UnitedHealth (UNH) as of Q1 2024, down from 3,412 in Q4 2023.
- Funds reported $398B of UnitedHealth stock for Q1 2024, down 9% quarter-over-quarter.
- 183 funds opened new UnitedHealth positions in Q1 2024 and 169 closed out, a net change of +14 holders.
- The largest UnitedHealth buyer in Q1 2024 was Franklin Resources, an estimated $1.41B added.
- The largest UnitedHealth seller in Q1 2024 was Morgan Stanley, an estimated $6.79B sold.
Based on aggregated 13F filings for Q1 2024.