UnitedHealth
UNH
1,932 hedge funds and large institutions have $178B invested in UnitedHealth in 2019 Q3 according to their latest regulatory filings, with 94 funds opening new positions, 914 increasing their positions, 720 reducing their positions, and 113 closing their positions.
27% more repeat investments, than reductions
Existing positions increased: 914 | Existing positions reduced: 720
0.09% less ownership
Funds ownership: 86.69% → 86.6% (-0.09%)
1% less call options, than puts
Call options by funds: $1.85B | Put options by funds: $1.88B
2% less funds holding
Funds holding: 1,965 → 1,932 (-33)
11% less capital invested
Capital invested by funds: $201B → $178B (-$23B)
17% less first-time investments, than exits
New positions opened: 94 | Existing positions closed: 113
26% less funds holding in top 10
Funds holding in top 10: 149 → 111 (-38)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital International Investors
Los Angeles,
California
|
+$751M |
| 2 |
Renaissance Technologies
New York
|
+$392M |
| 3 |
JP Morgan Chase
New York
|
+$290M |
| 4 |
Morgan Stanley
New York
|
+$208M |
| 5 |
D.E. Shaw & Co
New York
|
+$195M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Viking Global Investors
Stamford,
Connecticut
|
-$1.17B |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$1.02B |
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$936M |
| 4 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$420M |
| 5 |
VOYA Investment Management
Atlanta,
Georgia
|
-$319M |
UNH Hedge Fund Activity: Q3 2019 in Review
1,932 of the 4,561 institutional investors tracked by Wall St. Rank reported a position in UnitedHealth (UNH) for Q3 2019, worth a combined $178B — down 11% from $201B a quarter earlier.
Sellers outnumbered buyers: 113 funds closed out of UNH and 94 opened new positions — a net loss of 19 holders — while 720 trimmed existing stakes and 914 added.
The largest buyer was Capital International Investors, adding an estimated $751M. The largest seller was Viking Global Investors, exiting entirely with an estimated $1.17B sold.
- 1,932 institutional investors held UnitedHealth (UNH) as of Q3 2019, down from 1,965 in Q2 2019.
- Funds reported $178B of UnitedHealth stock for Q3 2019, down 11% quarter-over-quarter.
- 94 funds opened new UnitedHealth positions in Q3 2019 and 113 closed out, a net change of -19 holders.
- The largest UnitedHealth buyer in Q3 2019 was Capital International Investors, an estimated $751M added.
- The largest UnitedHealth seller in Q3 2019 was Viking Global Investors, an estimated $1.17B sold.
Based on aggregated 13F filings for Q3 2019.