UnitedHealth
UNH
2,119 hedge funds and large institutions have $207B invested in UnitedHealth in 2020 Q1 according to their latest regulatory filings, with 155 funds opening new positions, 892 increasing their positions, 887 reducing their positions, and 166 closing their positions.
15% more funds holding in top 10
Funds holding in top 10: 203 → 233 (+30)
1% more repeat investments, than reductions
Existing positions increased: 892 | Existing positions reduced: 887
0.21% less ownership
Funds ownership: 87.94% → 87.73% (-0.21%)
7% less first-time investments, than exits
New positions opened: 155 | Existing positions closed: 166
2% less funds holding
Funds holding: 2,162 → 2,119 (-43)
15% less capital invested
Capital invested by funds: $245B → $207B (-$37.7B)
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 |
RCG
Ruane, Cunniff & Goldfarb
New York
|
+$291M |
| 5 |
JP Morgan Chase
New York
|
+$281M |
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 |
Janus Henderson Group
London,
|
-$439M |
| 4 |
Nuveen
Charlotte,
North Carolina
|
-$428M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
-$360M |
UNH Hedge Fund Activity: Q1 2020 in Review
2,119 of the 4,547 institutional investors tracked by Wall St. Rank reported a position in UnitedHealth (UNH) for Q1 2020, worth a combined $207B — 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 887 trimmed existing stakes and 892 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.
- 2,119 institutional investors held UnitedHealth (UNH) as of Q1 2020, down from 2,162 in Q4 2019.
- Funds reported $207B 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.