UnitedHealth
UNH
2,511 hedge funds and large institutions have $307B invested in UnitedHealth in 2021 Q1 according to their latest regulatory filings, with 174 funds opening new positions, 1,137 increasing their positions, 905 reducing their positions, and 105 closing their positions.
66% more first-time investments, than exits
New positions opened: 174 | Existing positions closed: 105
26% more repeat investments, than reductions
Existing positions increased: 1,137 | Existing positions reduced: 905
11% more funds holding in top 10
Funds holding in top 10: 214 → 238 (+24)
6% more capital invested
Capital invested by funds: $291B → $307B (+$16.8B)
2% more funds holding
Funds holding: 2,467 → 2,511 (+44)
0.04% more ownership
Funds ownership: 87.39% → 87.42% (+0.04%)
7% less call options, than puts
Call options by funds: $1.86B | Put options by funds: $1.99B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
+$369M |
| 2 |
Capital International Investors
Los Angeles,
California
|
+$360M |
| 3 |
Lazard Asset Management
New York
|
+$265M |
| 4 |
OTPPB
Ontario Teachers' Pension Plan Board
Toronto,
Ontario, Canada
|
+$248M |
| 5 |
HL
Harding Loevner
Bridgewater,
New Jersey
|
+$208M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
-$1.01B |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$833M |
| 3 |
Capital World Investors
Los Angeles,
California
|
-$405M |
| 4 |
BlackRock
New York
|
-$385M |
| 5 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$206M |
UNH Hedge Fund Activity: Q1 2021 in Review
2,511 of the 5,711 institutional investors tracked by Wall St. Rank reported a position in UnitedHealth (UNH) for Q1 2021, worth a combined $307B — up 5.8% from $291B a quarter earlier.
Buyers outnumbered sellers: 174 funds opened new UNH positions and 105 closed out — a net gain of 69 holders — while 1,137 added to existing stakes and 905 trimmed.
The largest buyer was Fiera Capital (Canada), adding an estimated $369M. The largest seller was Capital Research Global Investors, cutting an estimated $1.01B.
- 2,511 institutional investors held UnitedHealth (UNH) as of Q1 2021, up from 2,467 in Q4 2020.
- Funds reported $307B of UnitedHealth stock for Q1 2021, up 5.8% quarter-over-quarter.
- 174 funds opened new UnitedHealth positions in Q1 2021 and 105 closed out, a net change of +69 holders.
- The largest UnitedHealth buyer in Q1 2021 was Fiera Capital (Canada), an estimated $369M added.
- The largest UnitedHealth seller in Q1 2021 was Capital Research Global Investors, an estimated $1.01B sold.
Based on aggregated 13F filings for Q1 2021.