UnitedHealth
UNH
2,239 hedge funds and large institutions have $259B invested in UnitedHealth in 2020 Q3 according to their latest regulatory filings, with 134 funds opening new positions, 973 increasing their positions, 854 reducing their positions, and 79 closing their positions.
70% more first-time investments, than exits
New positions opened: 134 | Existing positions closed: 79
14% more repeat investments, than reductions
Existing positions increased: 973 | Existing positions reduced: 854
5% more capital invested
Capital invested by funds: $246B → $259B (+$12.6B)
1% more funds holding
Funds holding: 2,209 → 2,239 (+30)
0.6% less ownership
Funds ownership: 88.09% → 87.49% (-0.6%)
15% less funds holding in top 10
Funds holding in top 10: 239 → 202 (-37)
19% less call options, than puts
Call options by funds: $1.96B | Put options by funds: $2.41B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Polen Capital Management
Boca Raton,
Florida
|
+$1.05B |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$450M |
| 3 |
LPC
Lone Pine Capital
Greenwich,
Connecticut
|
+$283M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$218M |
| 5 |
Barclays
London,
United Kingdom
|
+$212M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$913M |
| 2 |
Capital World Investors
Los Angeles,
California
|
-$716M |
| 3 |
JSP
Jackson Square Partners
Larkspur,
California
|
-$410M |
| 4 |
Nordea Investment Management
Stockholm,
Sweden
|
-$401M |
| 5 |
State Street
Boston,
Massachusetts
|
-$315M |
UNH Hedge Fund Activity: Q3 2020 in Review
2,239 of the 4,957 institutional investors tracked by Wall St. Rank reported a position in UnitedHealth (UNH) for Q3 2020, worth a combined $259B — up 5.1% from $246B a quarter earlier.
Buyers outnumbered sellers: 134 funds opened new UNH positions and 79 closed out — a net gain of 55 holders — while 973 added to existing stakes and 854 trimmed.
The largest buyer was Polen Capital Management, opening a new position worth an estimated $1.05B. The largest seller was Fidelity Investments, cutting an estimated $913M.
- 2,239 institutional investors held UnitedHealth (UNH) as of Q3 2020, up from 2,209 in Q2 2020.
- Funds reported $259B of UnitedHealth stock for Q3 2020, up 5.1% quarter-over-quarter.
- 134 funds opened new UnitedHealth positions in Q3 2020 and 79 closed out, a net change of +55 holders.
- The largest UnitedHealth buyer in Q3 2020 was Polen Capital Management, an estimated $1.05B added.
- The largest UnitedHealth seller in Q3 2020 was Fidelity Investments, an estimated $913M sold.
Based on aggregated 13F filings for Q3 2020.