UnitedHealth
UNH
2,587 hedge funds and large institutions have $374B invested in UnitedHealth in 2021 Q2 according to their latest regulatory filings, with 172 funds opening new positions, 1,161 increasing their positions, 936 reducing their positions, and 72 closing their positions.
139% more first-time investments, than exits
New positions opened: 172 | Existing positions closed: 72
24% more repeat investments, than reductions
Existing positions increased: 1,161 | Existing positions reduced: 936
22% more capital invested
Capital invested by funds: $307B → $374B (+$66.5B)
3% more funds holding
Funds holding: 2,512 → 2,587 (+75)
0.2% less ownership
Funds ownership: 87.67% → 87.46% (-0.2%)
3% less funds holding in top 10
Funds holding in top 10: 238 → 230 (-8)
21% less call options, than puts
Call options by funds: $2.04B | Put options by funds: $2.6B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jennison Associates
New York
|
+$523M |
| 2 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
+$490M |
| 3 |
State Street
Boston,
Massachusetts
|
+$335M |
| 4 |
Morgan Stanley
New York
|
+$306M |
| 5 |
JP Morgan Chase
New York
|
+$298M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$1.16B |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$941M |
| 3 |
BlackRock
New York
|
-$580M |
| 4 |
FP
Financial Perspectives
Minneapolis,
Minnesota
|
-$532M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$517M |
UNH Hedge Fund Activity: Q2 2021 in Review
2,587 of the 5,746 institutional investors tracked by Wall St. Rank reported a position in UnitedHealth (UNH) for Q2 2021, worth a combined $374B — up 22% from $307B a quarter earlier.
Buyers outnumbered sellers: 172 funds opened new UNH positions and 72 closed out — a net gain of 100 holders — while 1,161 added to existing stakes and 936 trimmed.
The largest buyer was Jennison Associates, adding an estimated $523M. The largest seller was Wellington Management Group, cutting an estimated $1.16B.
- 2,587 institutional investors held UnitedHealth (UNH) as of Q2 2021, up from 2,512 in Q1 2021.
- Funds reported $374B of UnitedHealth stock for Q2 2021, up 22% quarter-over-quarter.
- 172 funds opened new UnitedHealth positions in Q2 2021 and 72 closed out, a net change of +100 holders.
- The largest UnitedHealth buyer in Q2 2021 was Jennison Associates, an estimated $523M added.
- The largest UnitedHealth seller in Q2 2021 was Wellington Management Group, an estimated $1.16B sold.
Based on aggregated 13F filings for Q2 2021.