UnitedHealth
UNH
2,162 hedge funds and large institutions have $245B invested in UnitedHealth in 2019 Q4 according to their latest regulatory filings, with 351 funds opening new positions, 783 increasing their positions, 814 reducing their positions, and 90 closing their positions.
290% more first-time investments, than exits
New positions opened: 351 | Existing positions closed: 90
83% more funds holding in top 10
Funds holding in top 10: 111 → 203 (+92)
38% more capital invested
Capital invested by funds: $178B → $245B (+$66.9B)
12% more funds holding
Funds holding: 1,932 → 2,162 (+230)
1.7% more ownership
Funds ownership: 86.6% → 88.3% (+1.7%)
2% less call options, than puts
Call options by funds: $2.58B | Put options by funds: $2.64B
4% less repeat investments, than reductions
Existing positions increased: 783 | Existing positions reduced: 814
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
+$1.9B |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$887M |
| 3 |
JFA
Johanson Financial Advisors
Campbell,
California
|
+$882M |
| 4 |
Capital World Investors
Los Angeles,
California
|
+$842M |
| 5 |
ECU
Egerton Capital (UK)
London,
United Kingdom
|
+$734M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ClearBridge Investments
New York
|
-$407M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$383M |
| 3 |
Renaissance Technologies
New York
|
-$353M |
| 4 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$328M |
| 5 |
BlackRock
New York
|
-$289M |
UNH Hedge Fund Activity: Q4 2019 in Review
2,162 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in UnitedHealth (UNH) for Q4 2019, worth a combined $245B — up 38% from $178B a quarter earlier.
Buyers outnumbered sellers: 351 funds opened new UNH positions and 90 closed out — a net gain of 261 holders — while 783 added to existing stakes and 814 trimmed.
The largest buyer was Capital Research Global Investors, adding an estimated $1.9B. The largest seller was ClearBridge Investments, cutting an estimated $407M.
- 2,162 institutional investors held UnitedHealth (UNH) as of Q4 2019, up from 1,932 in Q3 2019.
- Funds reported $245B of UnitedHealth stock for Q4 2019, up 38% quarter-over-quarter.
- 351 funds opened new UnitedHealth positions in Q4 2019 and 90 closed out, a net change of +261 holders.
- The largest UnitedHealth buyer in Q4 2019 was Capital Research Global Investors, an estimated $1.9B added.
- The largest UnitedHealth seller in Q4 2019 was ClearBridge Investments, an estimated $407M sold.
Based on aggregated 13F filings for Q4 2019.