UnitedHealth
UNH
2,467 hedge funds and large institutions have $293B invested in UnitedHealth in 2020 Q4 according to their latest regulatory filings, with 350 funds opening new positions, 1,039 increasing their positions, 833 reducing their positions, and 92 closing their positions.
280% more first-time investments, than exits
New positions opened: 350 | Existing positions closed: 92
25% more repeat investments, than reductions
Existing positions increased: 1,039 | Existing positions reduced: 833
13% more capital invested
Capital invested by funds: $259B → $293B (+$34.4B)
10% more funds holding
Funds holding: 2,238 → 2,467 (+229)
6% more funds holding in top 10
Funds holding in top 10: 202 → 214 (+12)
0% less ownership
Funds ownership: 87.49% → 87.48% (-0%)
19% less call options, than puts
Call options by funds: $2.04B | Put options by funds: $2.51B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Viking Global Investors
Stamford,
Connecticut
|
+$936M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$631M |
| 3 |
Morgan Stanley
New York
|
+$331M |
| 4 |
N
Nuveen
Charlotte,
North Carolina
|
+$297M |
| 5 |
AllianceBernstein
Nashville,
Tennessee
|
+$191M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
-$794M |
| 2 |
BlackRock
New York
|
-$547M |
| 3 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$546M |
| 4 |
State Street
Boston,
Massachusetts
|
-$503M |
| 5 |
JP Morgan Chase
New York
|
-$448M |
UNH Hedge Fund Activity: Q4 2020 in Review
2,467 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in UnitedHealth (UNH) for Q4 2020, worth a combined $293B — up 13% from $259B a quarter earlier.
Buyers outnumbered sellers: 350 funds opened new UNH positions and 92 closed out — a net gain of 258 holders — while 1,039 added to existing stakes and 833 trimmed.
The largest buyer was Viking Global Investors, opening a new position worth an estimated $936M. The largest seller was Capital World Investors, cutting an estimated $794M.
- 2,467 institutional investors held UnitedHealth (UNH) as of Q4 2020, up from 2,238 in Q3 2020.
- Funds reported $293B of UnitedHealth stock for Q4 2020, up 13% quarter-over-quarter.
- 350 funds opened new UnitedHealth positions in Q4 2020 and 92 closed out, a net change of +258 holders.
- The largest UnitedHealth buyer in Q4 2020 was Viking Global Investors, an estimated $936M added.
- The largest UnitedHealth seller in Q4 2020 was Capital World Investors, an estimated $794M sold.
Based on aggregated 13F filings for Q4 2020.