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
↑ +118
Streak
1Q ▲
Buyers last Q
46%

Smart Money Signals — UNH

Based on 3066 hedge funds · latest filing: 2025 Q4 · 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.
📊

High ownership — 91% of 3.0Y peak

91% of all-time peak
3,066 funds currently hold this stock — 91% of the 3.0-year high of 3,379 funds (reached 2024 Q4). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📉

Outflows — 9% fewer funds vs a year ago

fund count last 6Q
313 fewer hedge funds hold UNH compared to a year ago (-9% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🟠

More sellers than buyers — 46% buying

1464 buying1688 selling
Last quarter: 1,688 funds reduced or exited vs 1,464 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
📈

More new buyers each quarter (+51 vs last Q)

new funds entering per quarter
Funds opening a new UNH position: 228 → 282 → 329 → 380. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

73% of holders stayed for 2+ years

■ 73% conviction (2yr+) ■ 14% medium ■ 14% new
2,226 out of 3,066 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.
📈

Growing discovery — still being found

330 → 228 → 282 → 329 → 380 new funds/Q
New funds entering each quarter: 228 → 282 → 329 → 380. A growing number of institutions are discovering UNH each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 72% of holders stayed 2+ years

■ 72% veterans ■ 10% 1-2yr ■ 19% new
Of 3,193 current holders: 2,287 (72%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 54% AUM from top-100 funds

54% from top-100 AUM funds
52 of 3066 holders are among the 100 largest funds by AUM, controlling 54% 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.
3.1
out of 10
Low Exit Risk
Exit risk score 3.1/10 — 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.

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

-- --
Smart Money Signal ?
Strong Institutional Conviction

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

220 top-rated funds 58 high-conviction
Consensus
10.0
/ 10
breadth
×
Elite
6.9
/ 10
conviction
Hedge Fund Positioning: UNH
2026 Q1 Stats Unlock in 18 days 3K + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 3193 3086 3.47%
13F Shares 833M 828M 0.56%
Total Value $268.87B $280.97B -4.31%
New Positions 387 339 +48
Increased Positions 1245 1387 -142
Closed Positions 277 349 -72
Reduced Positions 1591 1435 +156
Total Calls 75 87 -13.79%
Total Puts 61 68 -10.29%
PUT/CALL Ratio 0.81 0.78 Neutral

Statistics: UNH

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q1)

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.

Top 25 institutional holders of UNH — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 BAYBAN 9.43% 40,082 $10.8M
2 Seilern Investment Management Ltd 9.07% 281,119 $76.1M
3 GUARDCAP ASSET MANAGEMENT Ltd 7.26% 465,161 $126.8M
4 Vantage Investment Partners, LLC 5.62% 301,247 $81.5M
5 Generali Powszechne Towarzystwo Emerytalne 4.32% 90,350 $24.4M
6 Focused Investors LLC 4.31% 489,700 $132.5M
7 Rakuten Securities, Inc. 3.78% 33,626 $9.1M
8 McGinn Penninger Investment Management, Inc. 3.77% 21,291 $6K
9 PENN DAVIS MCFARLAND INC 3.61% 136,346 $36.9M
10 Banque de Luxembourg S.A. 3.39% 24,210 $6.6M
11 William B. Walkup & Associates, Inc. 3.21% 10,262 $5.4M
12 CFC Planning Co LLC 2.90% 15,005 $4.1M
13 Marex Group plc 2.73% 199,342 $101.5M
14 DSG Capital Advisors, LLC 2.72% 62,895 $17.0M
15 TB Alternative Assets Ltd. 2.65% 47,184 $12.8M
16 Carnegie Lake Advisors LLC 2.63% 24,446 $6.6M
17 Unison Asset Management LLC 2.58% 20,863 $5.6M
18 Strong Tower Advisory Services 2.27% 44,613 $12.1M
19 Palouse Capital Management, Inc. 2.25% 12,575 $3.4M
20 Palisade Asset Management, LLC 2.16% 79,645 $21.6M
21 R.H. Investment Group, LLC 2.14% 9,089 $2.8M
22 Chronos Wealth Management, LLC 2.12% 16,218 $4.4M
23 Cohen Capital Management, Inc. 2.12% 50,483 $13.7M
24 Victrix Investment Advisors 2.12% 21,568 $5.8M
25 Sivik Global Healthcare LLC 2.05% 10,000 $3K
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

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?

More sellers than buyers — 46% buying: Last quarter: 1,688 funds reduced or exited vs 1,464 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for UNH holders?

Elite ownership — 54% AUM from top-100 funds: 52 of 3066 holders are among the 100 largest funds by AUM, controlling 54% 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?

73% of holders stayed for 2+ years: 2,226 out of 3,066 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.