UnitedHealth
UNH
3,381 hedge funds and large institutions have $399B invested in UnitedHealth in 2024 Q1 according to their latest regulatory filings, with 183 funds opening new positions, 1,544 increasing their positions, 1,311 reducing their positions, and 167 closing their positions.
18% more repeat investments, than reductions
Existing positions increased: 1,544 | Existing positions reduced: 1,311
10% more first-time investments, than exits
New positions opened: 183 | Existing positions closed: 167
0.62% less ownership
Funds ownership: 88.09% → 87.47% (-0.62%)
1% less funds holding
Funds holding: 3,417 → 3,381 (-36)
7% less capital invested
Capital invested by funds: $429B → $399B (-$30.1B)
12% less call options, than puts
Call options by funds: $3.56B | Put options by funds: $4.05B
34% less funds holding in top 10
Funds holding in top 10: 364 → 241 (-123)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$1.73B |
| 2 |
Franklin Resources
San Mateo,
California
|
+$1.41B |
| 3 |
BlackRock
New York
|
+$658M |
| 4 |
Mitsubishi UFJ Asset Management
Tokyo,
Japan
|
+$608M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$498M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$3.08B |
| 2 |
GQG Partners
Ft. Lauderdale,
Florida
|
-$1.74B |
| 3 |
Neuberger Berman Group
New York
|
-$1.15B |
| 4 |
Capital Research Global Investors
Los Angeles,
California
|
-$1B |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$844M |
UNH Hedge Fund Activity: Q1 2024 in Review
3,381 of the 6,958 institutional investors tracked by Wall St. Rank reported a position in UnitedHealth (UNH) for Q1 2024, worth a combined $399B — down 7% from $429B a quarter earlier.
Buyers outnumbered sellers: 183 funds opened new UNH positions and 167 closed out — a net gain of 16 holders — while 1,544 added to existing stakes and 1,311 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $1.73B. The largest seller was Fidelity Investments, cutting an estimated $3.08B.
- 3,381 institutional investors held UnitedHealth (UNH) as of Q1 2024, down from 3,417 in Q4 2023.
- Funds reported $399B of UnitedHealth stock for Q1 2024, down 7% quarter-over-quarter.
- 183 funds opened new UnitedHealth positions in Q1 2024 and 167 closed out, a net change of +16 holders.
- The largest UnitedHealth buyer in Q1 2024 was Morgan Stanley, an estimated $1.73B added.
- The largest UnitedHealth seller in Q1 2024 was Fidelity Investments, an estimated $3.08B sold.
Based on aggregated 13F filings for Q1 2024.