UnitedHealth
UNH
2,588 hedge funds and large institutions have $330B invested in UnitedHealth in 2021 Q2 according to their latest regulatory filings, with 173 funds opening new positions, 1,165 increasing their positions, 932 reducing their positions, and 72 closing their positions.
140% more first-time investments, than exits
New positions opened: 173 | Existing positions closed: 72
25% more repeat investments, than reductions
Existing positions increased: 1,165 | Existing positions reduced: 932
3% more funds holding
Funds holding: 2,512 → 2,588 (+76)
5% more capital inflows, than outflows
Capital inflows: $10.5B | Capital outflows: $10B
0.05% less ownership
Funds ownership: 87.43% → 87.37% (-0.05%)
3% less funds holding in top 10
Funds holding in top 10: 238 → 230 (-8)
21% less call options, than puts
Call options by funds: $2.04B | Put options by funds: $2.6B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jennison Associates
New York
|
+$523M |
| 2 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
+$490M |
| 3 |
State Street
Boston,
Massachusetts
|
+$335M |
| 4 |
Morgan Stanley
New York
|
+$306M |
| 5 |
JP Morgan Chase
New York
|
+$298M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$1.16B |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$941M |
| 3 |
BlackRock
New York
|
-$580M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$517M |
| 5 |
Viking Global Investors
Stamford,
Connecticut
|
-$511M |
UNH Hedge Fund Activity: Q2 2021 in Review
2,588 of the 5,770 institutional investors tracked by Wall St. Rank reported a position in UnitedHealth (UNH) for Q2 2021, worth a combined $330B — up 7.4% from $307B a quarter earlier.
Buyers outnumbered sellers: 173 funds opened new UNH positions and 72 closed out — a net gain of 101 holders — while 1,165 added to existing stakes and 932 trimmed.
The largest buyer was Jennison Associates, adding an estimated $523M. The largest seller was Wellington Management Group, cutting an estimated $1.16B.
- 2,588 institutional investors held UnitedHealth (UNH) as of Q2 2021, up from 2,512 in Q1 2021.
- Funds reported $330B of UnitedHealth stock for Q2 2021, up 7.4% quarter-over-quarter.
- 173 funds opened new UnitedHealth positions in Q2 2021 and 72 closed out, a net change of +101 holders.
- The largest UnitedHealth buyer in Q2 2021 was Jennison Associates, an estimated $523M added.
- The largest UnitedHealth seller in Q2 2021 was Wellington Management Group, an estimated $1.16B sold.
Based on aggregated 13F filings for Q2 2021.