UnitedHealth
UNH
2,901 hedge funds and large institutions have $415B invested in UnitedHealth in 2021 Q4 according to their latest regulatory filings, with 468 funds opening new positions, 1,155 increasing their positions, 965 reducing their positions, and 90 closing their positions.
420% more first-time investments, than exits
New positions opened: 468 | Existing positions closed: 90
78% more funds holding in top 10
Funds holding in top 10: 206 → 367 (+161)
29% more capital invested
Capital invested by funds: $322B → $415B (+$93.2B)
20% more repeat investments, than reductions
Existing positions increased: 1,155 | Existing positions reduced: 965
13% more funds holding
Funds holding: 2,566 → 2,901 (+335)
0.46% more ownership
Funds ownership: 87.31% → 87.77% (+0.46%)
20% less call options, than puts
Call options by funds: $3.29B | Put options by funds: $4.09B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DZ Bank
Frankfurt Am Main,
Germany
|
+$1.19B |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$758M |
| 3 |
Janus Henderson Group
London,
|
+$571M |
| 4 |
State Street
Boston,
Massachusetts
|
+$394M |
| 5 |
Marshall Wace
London,
United Kingdom
|
+$376M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fisher Asset Management
Camas,
Washington
|
-$704M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
-$444M |
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$375M |
| 4 |
LPC
Lone Pine Capital
Greenwich,
Connecticut
|
-$321M |
| 5 |
VAM
Veritas Asset Management
London,
United Kingdom
|
-$305M |
UNH Hedge Fund Activity: Q4 2021 in Review
2,901 of the 6,519 institutional investors tracked by Wall St. Rank reported a position in UnitedHealth (UNH) for Q4 2021, worth a combined $415B — up 29% from $322B a quarter earlier.
Buyers outnumbered sellers: 468 funds opened new UNH positions and 90 closed out — a net gain of 378 holders — while 1,155 added to existing stakes and 965 trimmed.
The largest buyer was DZ Bank, adding an estimated $1.19B. The largest seller was Fisher Asset Management, cutting an estimated $704M.
- 2,901 institutional investors held UnitedHealth (UNH) as of Q4 2021, up from 2,566 in Q3 2021.
- Funds reported $415B of UnitedHealth stock for Q4 2021, up 29% quarter-over-quarter.
- 468 funds opened new UnitedHealth positions in Q4 2021 and 90 closed out, a net change of +378 holders.
- The largest UnitedHealth buyer in Q4 2021 was DZ Bank, an estimated $1.19B added.
- The largest UnitedHealth seller in Q4 2021 was Fisher Asset Management, an estimated $704M sold.
Based on aggregated 13F filings for Q4 2021.