Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Unitedhealth Group Inc (UNH)

3K + Investors. Track Smart Money conviction in UNH. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +363
Streak
1Q ▲
Buyers last Q
56%

Smart Money Signals — UNH

Based on 3409 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added UNH than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (96% of max)

96% of all-time peak
3,409 hedge funds hold UNH right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +9% more funds vs a year ago

fund count last 6Q
+271 new funds entered over the past year (+9% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 56% buying

1897 buying1507 selling
Last quarter: 1,897 funds bought or added vs 1,507 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
📈

More new buyers each quarter (+339 vs last Q)

new funds entering per quarter
Funds opening a new UNH position: 360 → 413 → 226 → 565. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

71% of holders stayed for 2+ years

■ 71% conviction (2yr+) ■ 16% medium ■ 14% new
2,407 out of 3,409 hedge funds have held UNH for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💎

Buying through price weakness — shares +72%, value +55%

Value
+54%
Shares
+72%
Last quarter: funds added +72% more shares while total portfolio value only changed +55%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
➡️

Steady discovery — ~565 new funds/quarter

303 → 360 → 413 → 226 → 565 new funds/Q
New funds entering each quarter: 360 → 413 → 226 → 565. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 73% veterans vs 16% newcomers

■ 73% veterans ■ 12% 1-2yr ■ 16% new
Entry-cohort mix of 3,551 holders: 2,577 (73%) are 2+ year veterans, 414 entered 1–2 years ago, and 560 (16%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 65% AUM from top-100 funds

65% from top-100 AUM funds
76 of 3390 holders are among the 100 largest funds by AUM, controlling 65% of total institutional value in UNH. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.2
out of 10
Low Exit Risk
Exit risk score 3.2/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — UNH

In 2026 Q2, 1897 hedge funds were net buyers of UNH (565 opened a new position, 1332 added to an existing one), while 1507 reduced or exited (1305 trimmed, 202 sold completely) — a 56% buyer ratio, indicating a slight buying edge. 65% of total institutional value in UNH is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +363 funds (more new holders than closures). Total institutional holders: 3409.

Hedge Fund Ownership: UNH

How many hedge funds hold UNH — quarterly history vs. share price
Quarterly hedge fund ownership of UNH vs. share price

Market Analysis: UNH

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: UNH

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Loading signal freshness…
Smart Money Signal ?
Strong Institutional Conviction

Multiple high-quality funds hold meaningful positions with strong conviction.

88 top-rated funds 72 high-conviction
Consensus
8.5
/ 10
breadth
×
Elite
6.3
/ 10
conviction
Hedge Fund Positioning: UNH
2026 Q3 Stats Unlock in 4 days 3K + Investors

Track Smart Money conviction in UNH. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 3348 3046 9.91%
13F Shares 858M 827M 3.75%
Total Value $336.96B $218.78B 54.02%
New Positions 546 226 +320
Increased Positions 1286 1169 +117
Closed Positions 225 450 -225
Reduced Positions 1248 1391 -143
Total Calls 90 91 -1.1%
Total Puts 71 62 14.52%
PUT/CALL Ratio 0.79 0.68 Neutral

Statistics: UNH

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Financial Highlights

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Institutional Holders (2026 Q3)

3K + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in UNH. Verified SEC 13F-HR filings.

QUARTER:
2026 Q3 filings are still coming in. Only funds that have filed so far are shown — top holders may not have reported yet. Full 13F data typically settles by ~50 days after quarter-end.
Top 25 UNH holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Oberndorf William E 13.70% 23,915 $8.8M
2 Bayban 12.37% 38,800 $16.1M
3 Endure Capital Management, LLC 12.07% 100,000 $36.7M
4 GUARDCAP ASSET MANAGEMENT Ltd 8.89% 357,036 $130.3M
5 Vantage Investment Partners, LLC 7.02% 276,091 $114.8M
6 Garrison Bradford & Associates Inc 6.79% 16,293 $6.0M
7 Bretton Capital Management, LLC 6.71% 21,700 $8.0M
8 Veritas Asset Management LLP 6.42% 938,057 $344.3M
9 Seilern Investment Management Ltd 6.23% 130,988 $48.1M
10 SaddleRock Capital Management LLC 5.93% 15,799 $5.8M
11 Focused Investors LLC 5.68% 372,800 $136.8M
12 MFF Capital Investments Ltd 5.66% 235,981 $86.6M
13 Patient Capital Management, LLC 4.97% 425,852 $156.3M
14 Edgar Lomax Co/Va 4.92% 177,550 $65.2M
15 Longview Partners (Guernsey) LTD 4.81% 806,877 $296.2M
16 Generali Powszechne Towarzystwo Emerytalne 4.52% 90,350 $33.2M
17 AltraVue Capital, LLC 4.50% 141,720 $52.0M
18 Penn Davis Mcfarland Inc 4.17% 133,482 $49.0M
19 Academy Capital Management 4.15% 84,093 $30.9M
20 SP Asset Management LLC 3.87% 137,152 $50.3M
21 Summit Securities Group LLC 3.73% 107,230 $39.4M
22 CSU Producer Resources, Inc. 3.67% 3,300 $1.2M
23 Sullivan Wood Capital Management LLC 3.66% 6,499 $2.4M
24 Banque de Luxembourg S.A. 3.55% 21,611 $7.9M
25 JPL Wealth Management, LLC 3.54% 38,895 $14.3M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

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Frequently Asked Questions — Unitedhealth Group Inc (UNH)

What does the Smart Money Trend signal show for UNH?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added UNH than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for UNH?

Slight buying edge — 56% buying: Last quarter: 1,897 funds bought or added vs 1,507 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for UNH holders?

Elite ownership — 65% AUM from top-100 funds: 76 of 3390 holders are among the 100 largest funds by AUM, controlling 65% of total institutional value in UNH. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held UNH?

71% of holders stayed for 2+ years: 2,407 out of 3,409 hedge funds have held UNH for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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