UNITEDHEALTH GROUP INC (UNH) Institutional Ownership Changes & 13F Activity
UNITEDHEALTH GROUP INC (UNH). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings. This page analyzes institutional buying and selling activity, new holdings, and sold-out positions among tracked filers. Notable filers include H&H International Investment, Renaissance Technologies LLC, Vulcan Value Partners, Eagle Capital Management, and Appaloosa Management.
| Portfolio quarter | Name | Type | Quantity | Remaining | Reported stock balance |
|---|---|---|---|---|---|
| Q4 2024 | Giverny Capital | Buy | 631 | 2,364 | $1,195,853 |
| Q4 2024 | Lountzis Asset Management | Sell | -414 | 11,031 | $5,580,142 |
| Q4 2024 | Hillman Value Fund | Buy | 58 | 529 | $267,600 |
| Q4 2024 | Muhlenkamp & Co | Buy | 56 | 25,265 | $12,780,339 |
| Q4 2024 | Eagle Capital Management | Buy | 33 | 13,677 | $6,919 |
| Q4 2024 | Alapocas Investment Partners | Buy | 22 | 16,059 | $8,123,799 |
| Q3 2024 | Polen Capital Management | Sell | -252,630 | 1,996,422 | $1,167,268,172 |
| Q3 2024 | Jensen Investment Management | Sell | -239,156 | 727,035 | $425,082,532 |
| Q3 2024 | Parnassus Endeavor Fund | Buy | 187,332 | 189,415 | $110,747,162 |
| Q3 2024 | Lone Pine Capital | Sell | -122,437 | 821,880 | $480,536,798 |
| Q3 2024 | Mairs & Power Growth Fund | Buy | 46,847 | 891,662 | $521,337,008 |
| Q3 2024 | Thunderbird Partners | Sell | -35,517 | 55,259 | $32,308,832 |
| Q3 2024 | Dodge & Cox Stock Fund | Sell | -19,235 | 3,902,210 | $2,281,544,143 |
| Q3 2024 | Tiger Global Management | Buy | 17,800 | 2,365,400 | $1,383,002,072 |
| Q3 2024 | Sequoia Fund | Sell | -17,511 | 966,315 | $564,985,054 |
| Q3 2024 | Meritage Group | Buy | 13,202 | 30,000 | $17,540,400 |
| Q3 2024 | Appaloosa Management | Sell | -10,500 | 174,500 | $102,026,660 |
| Q3 2024 | Olstein Capital Management | Sell | -4,500 | 12,000 | $7,016 |
| Q3 2024 | Sequoia Financial Advisors | Buy | 3,006 | 24,976 | $14,602,753 |
| Q3 2024 | Eagle Capital Management | Sell | -2,799 | 2,290,158 | $1,339,009,579 |
| Q3 2024 | Wedgewood Partners | Sell | -885 | 58,035 | $35,161,684 |
| Q3 2024 | First Eagle U.S. Value | Buy | 793 | 412,174 | $240,989,894 |
| Q3 2024 | Torray Fund | Buy | 433 | 27,325 | $15,976,381 |
| Q3 2024 | Matrix Advisors Value Fund | Sell | -363 | 24,523 | $14,338,108 |
| Q3 2024 | Brave Warrior Advisors | Sell | -111 | 499 | $291,755 |
| Q3 2024 | Cullen Value Fund | Buy | 60 | 3,391 | $1,982,401 |
| Q3 2024 | Alapocas Investment Partners | Buy | 57 | 16,037 | $9,376,661 |
| Q3 2024 | Eagle Capital Management | Buy | 40 | 13,644 | $7,977 |
| Q3 2024 | Muhlenkamp & Co | Sell | -7 | 25,209 | $14,739,451 |
| Q3 2024 | Lountzis Asset Management | Buy | 5 | 11,445 | $6,691,662 |
Frequently asked questions about UNH activity
Which institutional owners are buying UNH?
Institutional owners buying UNH include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in UNH activity?
"Buy" means an investor increased their reported position in UNH compared to the prior reporting period. This reflects growing exposure to UNITEDHEALTH GROUP INC (UNH) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in UNH increasing?
Institutional interest in UNH can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.
Related UNH Institutional Insights
- UNH Institutional Ownership Overview
- UNH Institutional Ownership & Insiders Activity
- UNH Institutional Ownership & 13F Activity
- UNH Top Institutional Shareholders
- UNH Institutional Buying Activity
- UNH Institutional Selling Activity
- Healthcare Sector Institutional Ownership
- Healthcare Sector Portfolio Overlap
- Institutional Portfolio Overlap & Shared Holdings
- Most Bought Healthcare Stocks By Institutional Investors
- Most Sold Healthcare Stocks By Institutional Investors
- UNH Insider Trading & SEC Form 4 Activity
- Top Institutional Investor Stock Rankings