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 Torray Fund, Parnassus Endeavor Fund, Sequoia Financial Advisors, First Eagle U.S. Value, and Cullen Value Fund.

Portfolio quarterNameTypeQuantityRemainingReported stock balance
Q1 2024Matrix Private Capital GroupSell-25523$258,728
Q4 2023Viking Global InvestorsSell-1,397,162460,782$242,587,900
Q4 2023Renaissance Technologies LLCSell-1,295,107155,826$82,038
Q4 2023Polen Capital ManagementSell-103,0602,435,074$1,281,993,589
Q4 2023Dodge & Cox Stock FundSell-40,9983,406,192$1,793,257,902
Q4 2023Eagle Capital ManagementSell-40,9331,786,527$940,552,870
Q4 2023Jensen Investment ManagementSell-31,4011,369,190$720,837,196
Q4 2023Sequoia FundSell-26,0401,069,419$563,017,021
Q4 2023Vulcan Value PartnersSell-18,437105,244$55,502
Q4 2023Sequoia Financial AdvisorsBuy13,16830,899$16,267,226
Q4 2023Olstein Capital ManagementSell-6,0007,500$3,949
Q4 2023First Eagle U.S. ValueSell-3,32738,822$20,438,618
Q4 2023Cullen Value FundBuy3,0963,096$1,630,151
Q4 2023Mairs & Power Growth FundBuy2,268811,055$426,996,126
Q4 2023Wedgewood PartnersSell-94749,224$25,441,461
Q4 2023Eagle Capital ManagementSell-40813,762$7,245
Q4 2023Parnassus Endeavor FundBuy3071,544$812,870
Q4 2023Muhlenkamp & CoBuy18124,919$13,119,106
Q4 2023Matrix Advisors Value FundSell-12518,848$9,922,907
Q4 2023Brave Warrior AdvisorsSell-100610$321,147
Q4 2023Alapocas Investment PartnersBuy9914,982$7,887,514
Q4 2023Lountzis Asset ManagementSell-7911,495$6,051,773
Q4 2023Torray FundBuy2926,852$14,136,772
Q4 2023Matrix Private Capital GroupSell-5548$288,506
Q3 2023Vulcan Value PartnersBuy123,030123,681$62,437
Q3 2023Polen Capital ManagementSell-118,1402,538,134$1,279,701,925
Q3 2023Viking Global InvestorsBuy63,6691,857,944$936,756,785
Q3 2023Eagle Capital ManagementSell-49,1901,827,460$921,387,057
Q3 2023Jensen Investment ManagementBuy38,4401,400,591$706,163,724
Q3 2023Sequoia FundSell-33,1711,095,459$552,319,473

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.

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