UnitedHealth
UNH
2,566 hedge funds and large institutions have $322B invested in UnitedHealth in 2021 Q3 according to their latest regulatory filings, with 119 funds opening new positions, 1,257 increasing their positions, 834 reducing their positions, and 103 closing their positions.
51% more repeat investments, than reductions
Existing positions increased: 1,257 | Existing positions reduced: 834
16% more first-time investments, than exits
New positions opened: 119 | Existing positions closed: 103
0.06% less ownership
Funds ownership: 87.37% → 87.31% (-0.06%)
1% less funds holding
Funds holding: 2,587 → 2,566 (-21)
3% less capital invested
Capital invested by funds: $330B → $322B (-$8.54B)
10% less funds holding in top 10
Funds holding in top 10: 230 → 206 (-24)
24% less call options, than puts
Call options by funds: $2.32B | Put options by funds: $3.07B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$528M |
| 2 |
Barclays
London,
United Kingdom
|
+$312M |
| 3 |
BlackRock
New York
|
+$281M |
| 4 |
JP Morgan Chase
New York
|
+$276M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$249M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$975M |
| 2 |
Viking Global Investors
Stamford,
Connecticut
|
-$444M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$409M |
| 4 |
BGIM
Brandywine Global Investment Management
Philadelphia,
Pennsylvania
|
-$320M |
| 5 |
SC
Sculptor Capital
New York
|
-$263M |
UNH Hedge Fund Activity: Q3 2021 in Review
2,566 of the 5,729 institutional investors tracked by Wall St. Rank reported a position in UnitedHealth (UNH) for Q3 2021, worth a combined $322B — down 2.6% from $330B a quarter earlier.
Buyers outnumbered sellers: 119 funds opened new UNH positions and 103 closed out — a net gain of 16 holders — while 1,257 added to existing stakes and 834 trimmed.
The largest buyer was Bank of America, adding an estimated $528M. The largest seller was Fidelity Investments, cutting an estimated $975M.
- 2,566 institutional investors held UnitedHealth (UNH) as of Q3 2021, down from 2,587 in Q2 2021.
- Funds reported $322B of UnitedHealth stock for Q3 2021, down 2.6% quarter-over-quarter.
- 119 funds opened new UnitedHealth positions in Q3 2021 and 103 closed out, a net change of +16 holders.
- The largest UnitedHealth buyer in Q3 2021 was Bank of America, an estimated $528M added.
- The largest UnitedHealth seller in Q3 2021 was Fidelity Investments, an estimated $975M sold.
Based on aggregated 13F filings for Q3 2021.