UnitedHealth
UNH
3,138 hedge funds and large institutions have $407B invested in UnitedHealth in 2023 Q3 according to their latest regulatory filings, with 178 funds opening new positions, 1,477 increasing their positions, 1,120 reducing their positions, and 132 closing their positions.
35% more first-time investments, than exits
New positions opened: 178 | Existing positions closed: 132
32% more repeat investments, than reductions
Existing positions increased: 1,477 | Existing positions reduced: 1,120
15% more funds holding in top 10
Funds holding in top 10: 354 → 406 (+52)
11% more call options, than puts
Call options by funds: $4.58B | Put options by funds: $4.13B
5% more capital invested
Capital invested by funds: $388B → $407B (+$19.1B)
0.47% more ownership
Funds ownership: 86.79% → 87.26% (+0.47%)
0% more funds holding
Funds holding: 3,130 → 3,138 (+8)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$1.19B |
| 2 |
DZ Bank
Frankfurt Am Main,
Germany
|
+$936M |
| 3 |
Amundi
Paris,
France
|
+$668M |
| 4 |
Fisher Asset Management
Camas,
Washington
|
+$599M |
| 5 |
JP Morgan Chase
New York
|
+$450M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital International Investors
Los Angeles,
California
|
-$1.09B |
| 2 |
State Street
Boston,
Massachusetts
|
-$928M |
| 3 |
GQG Partners
Ft. Lauderdale,
Florida
|
-$809M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
-$712M |
| 5 |
BlackRock
New York
|
-$607M |
UNH Hedge Fund Activity: Q3 2023 in Review
3,138 of the 6,310 institutional investors tracked by Wall St. Rank reported a position in UnitedHealth (UNH) for Q3 2023, worth a combined $407B — up 4.9% from $388B a quarter earlier.
Buyers outnumbered sellers: 178 funds opened new UNH positions and 132 closed out — a net gain of 46 holders — while 1,477 added to existing stakes and 1,120 trimmed.
The largest buyer was Bank of America, adding an estimated $1.19B. The largest seller was Capital International Investors, cutting an estimated $1.09B.
- 3,138 institutional investors held UnitedHealth (UNH) as of Q3 2023, up from 3,130 in Q2 2023.
- Funds reported $407B of UnitedHealth stock for Q3 2023, up 4.9% quarter-over-quarter.
- 178 funds opened new UnitedHealth positions in Q3 2023 and 132 closed out, a net change of +46 holders.
- The largest UnitedHealth buyer in Q3 2023 was Bank of America, an estimated $1.19B added.
- The largest UnitedHealth seller in Q3 2023 was Capital International Investors, an estimated $1.09B sold.
Based on aggregated 13F filings for Q3 2023.