UnitedHealth
UNH
2,120 hedge funds and large institutions have $208B invested in UnitedHealth in 2020 Q1 according to their latest regulatory filings, with 155 funds opening new positions, 891 increasing their positions, 889 reducing their positions, and 166 closing their positions.
15% more funds holding in top 10
Funds holding in top 10: 203 → 233 (+30)
0% more repeat investments, than reductions
Existing positions increased: 891 | Existing positions reduced: 889
0.46% less ownership
Funds ownership: 88.3% → 87.84% (-0.46%)
7% less first-time investments, than exits
New positions opened: 155 | Existing positions closed: 166
2% less funds holding
Funds holding: 2,161 → 2,120 (-41)
15% less capital invested
Capital invested by funds: $245B → $208B (-$37.5B)
17% less call options, than puts
Call options by funds: $1.69B | Put options by funds: $2.02B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$1.63B |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$528M |
| 3 |
BlackRock
New York
|
+$440M |
| 4 |
Victory Capital Management
San Antonio,
Texas
|
+$299M |
| 5 |
RCG
Ruane, Cunniff & Goldfarb
New York
|
+$291M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
-$1.95B |
| 2 |
Capital International Investors
Los Angeles,
California
|
-$1.52B |
| 3 |
JFA
Johanson Financial Advisors
Campbell,
California
|
-$928M |
| 4 |
Janus Henderson Group
London,
United Kingdom
|
-$439M |
| 5 |
N
Nuveen
Charlotte,
North Carolina
|
-$428M |
UNH Hedge Fund Activity: Q1 2020 in Review
2,120 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in UnitedHealth (UNH) for Q1 2020, worth a combined $208B — down 15% from $245B a quarter earlier.
Sellers outnumbered buyers: 166 funds closed out of UNH and 155 opened new positions — a net loss of 11 holders — while 889 trimmed existing stakes and 891 added.
The largest buyer was T. Rowe Price Associates, adding an estimated $1.63B. The largest seller was Capital Research Global Investors, cutting an estimated $1.95B.
- 2,120 institutional investors held UnitedHealth (UNH) as of Q1 2020, down from 2,161 in Q4 2019.
- Funds reported $208B of UnitedHealth stock for Q1 2020, down 15% quarter-over-quarter.
- 155 funds opened new UnitedHealth positions in Q1 2020 and 166 closed out, a net change of -11 holders.
- The largest UnitedHealth buyer in Q1 2020 was T. Rowe Price Associates, an estimated $1.63B added.
- The largest UnitedHealth seller in Q1 2020 was Capital Research Global Investors, an estimated $1.95B sold.
Based on aggregated 13F filings for Q1 2020.