UnitedHealth
UNH
2,512 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, 1,141 increasing their positions, 902 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: 1,141 | Existing positions reduced: 902
11% more funds holding in top 10
Funds holding in top 10: 214 → 238 (+24)
2% more funds holding
Funds holding: 2,467 → 2,512 (+45)
5% more capital invested
Capital invested by funds: $293B → $307B (+$14B)
0.18% more ownership
Funds ownership: 87.48% → 87.67% (+0.18%)
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 |
FP
Financial Perspectives
Minneapolis,
Minnesota
|
+$463M |
| 2 |
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
+$369M |
| 3 |
Capital International Investors
Los Angeles,
California
|
+$360M |
| 4 |
Lazard Asset Management
New York
|
+$265M |
| 5 |
OTPPB
Ontario Teachers' Pension Plan Board
Toronto,
Ontario, Canada
|
+$248M |
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
2,512 of the 5,696 institutional investors tracked by Wall St. Rank reported a position in UnitedHealth (UNH) for Q1 2021, worth a combined $307B — up 4.8% from $293B a quarter earlier.
Buyers outnumbered sellers: 174 funds opened new UNH positions and 105 closed out — a net gain of 69 holders — while 1,141 added to existing stakes and 902 trimmed.
The largest buyer was Financial Perspectives, adding an estimated $463M. The largest seller was Capital Research Global Investors, cutting an estimated $1.01B.
- 2,512 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 4.8% 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 Financial Perspectives, an estimated $463M 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.