UNH
UnitedHealth Group Incorporated · Healthcare · Medical - Healthcare Plans
Señales de momentum (gestores comparables):
amplitud de titulares +13.8% ·
flujo de acciones +2.3% ·
nuevas posiciones netas +12.1%
· fórmula
Acumulación amplia: acciones en aumento entre más titulares
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q2 2025
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| Q2 2026 | 189 | +4 | 633.24M | $262.15B | +9 | −7 |
| Q1 2026 | 190 | -6 | 606.80M | $164.36B | +1 | −8 |
| Q4 2025 | 195 | +3 | 637.54M | $210.43B | +4 | n/a |
| Q3 2025 | 33 | -2 | 387.11M | $133.65B | +1 | −4 |
| Q2 2025 | 33 | +4 | 360.68M | $112.49B | +5 | −1 |
| Q1 2025 | 26 | -2 | 169.46M | $88.72B | n/a | −2 |
| Q4 2024 | 28 | +3 | 163.08M | $82.47B | +4 | −1 |
| Q3 2024 | 24 | -5 | 123.39M | $72.10B | n/a | −5 |
| Q2 2024 | 29 | n/a | 129.84M | $66.09B | n/a | n/a |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | The Vanguard Group ✦ (pasivo) | 90.92M | n/a | $28.36B | 0.5% | n/c | 1 | SEC ↗ ×6 |
| 2 | BlackRock ✦ (pasivo) | 75.31M | n/a | $23.50B | 0.5% | n/c | 1 | SEC ↗ ×23 |
| 3 | State Street Global Advisors ✦ (pasivo) | 44.93M | -0.9% | $14.02B | 0.5% | ▼ Trim | 3 | SEC ↗ |
| 4 | Wellington Management ✦ | 24.21M | -6.3% | $7.55B | 1.4% | ▼ Trim | 5 | SEC ↗ ×9 |
| 5 | T. Rowe Price ✦ | 21.92M | +2.5% | $6.84B | 0.8% | ▲ Add | 5 | SEC ↗ ×2 |
| 6 | Geode Capital Management ✦ (pasivo) | 21.31M | +3.3% | $6.62B | 0.5% | ▲ Add | 5 | SEC ↗ ×2 |
| 7 | Capital World Investors ✦ | 18.33M | -19.5% | $5.72B | 0.8% | ▼ Trim | 5 | SEC ↗ |
| 8 | Fidelity (FMR) ✦ | 16.80M | n/a | $5.24B | 0.3% | n/c | 1 | SEC ↗ ×7 |
| 9 | Norges Bank ✦ (pasivo) | 12.30M | -2.3% | $3.84B | 0.5% | ▼ Trim | 5 | SEC ↗ |
| 10 | Dodge & Cox ✦ | 8.75M | +117.7% | $2.73B | 1.5% | ▲ Add | 5 | SEC ↗ |
| 11 | Fisher Asset Management ✦ | 5.21M | -0.7% | $1.63B | 0.6% | ▼ Trim | 5 | SEC ↗ |
| 12 | Berkshire Hathaway ✦ | 5.04M | Nuevo | $1.57B | 0.6% | New | 1 | SEC ↗ ×2 |
| 13 | Arrowstreet Capital ✦ | 2.90M | +28.7% | $904.52M | 0.6% | ▲ Add | 5 | SEC ↗ |
| 14 | Appaloosa ✦ | 2.45M | +1300.0% | $764.33M | 11.9% | ▲ Add | 5 | SEC ↗ |
| 15 | Lone Pine Capital ✦ | 1.69M | Nuevo | $528.27M | 3.8% | New | 1 | SEC ↗ |
| 16 | Renaissance Technologies ✦ | 1.35M | Nuevo | $421.82M | 0.6% | New | 1 | SEC ↗ |
| 17 | Marshall Wace ✦ | 1.15M | +23.9% | $359.95M | 0.4% | ▲ Add | 5 | SEC ↗ ×3 |
| 18 | AQR Capital Management ✦ | 1.02M | +29.7% | $312.77M | 0.3% | ▲ Add | 5 | SEC ↗ ×8 |
| 19 | Adage Capital Partners ✦ | 770.01K | -15.8% | $240.22M | 0.4% | ▼ Trim | 5 | SEC ↗ |
| 20 | Two Sigma Investments ✦ | 756.51K | +9239.6% | $236.01M | 0.4% | ▲ Add | 5 | SEC ↗ |
| 21 | Baillie Gifford ✦ | 691.85K | -2.2% | $215.84M | 0.2% | ▼ Trim | 5 | SEC ↗ ×4 |
| 22 | Citadel Advisors ✦ | 635.32K | -18.7% | $198.20M | 0.2% | ▼ Trim | 5 | SEC ↗ ×2 |
| 23 | D. E. Shaw & Co. ✦ | 614.46K | -26.9% | $191.69M | 0.2% | ▼ Trim | 5 | SEC ↗ ×3 |
| 24 | Tiger Global Management ✦ | 438.80K | 0.0% | $136.89M | 0.4% | Held | 5 | SEC ↗ |
| 25 | PRIMECAP Management ✦ | 336.78K | +2528.0% | $105.07M | 0.1% | ▲ Add | 5 | SEC ↗ |
| 26 | Point72 Asset Management ✦ | 309.36K | -37.6% | $96.51M | 0.2% | ▼ Trim | 3 | SEC ↗ |
| 27 | Millennium Management ✦ | 304.33K | -69.9% | $94.94M | 0.1% | ▼ Trim | 5 | SEC ↗ |
| 28 | Soros Fund Management ✦ | 100.00K | +40.6% | $31.20M | 0.8% | ▲ Add | 3 | SEC ↗ |
| 29 | Gotham Asset Management ✦ | 68.22K | +799.4% | $21.28M | 0.1% | ▲ Add | 5 | SEC ↗ |
| 30 | Markel Group ✦ | 26.50K | -5.4% | $8.27M | 0.1% | ▼ Trim | 5 | SEC ↗ |
| 31 | Scion Asset Management ✦ | 20.00K | Nuevo | $6.24M | 11.1% | New | 1 | SEC ↗ |
| 32 | GAMCO Investors ✦ | 2.81K | +240.9% | $875,388 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 33 | Tweedy, Browne ✦ | 1.09K | Nuevo | $341,607 | 0.0% | New | 1 | SEC ↗ |
"Their weight" = la participación de la posición en el valor de renta variable 13F reportado por ese manager: la medida de convicción. ✦ = manager curado.
Nuevos compradores
| Berkshire Hathaway | $1.57B | 0.6% |
| Lone Pine Capital | $528.27M | 3.8% |
| Renaissance Technologies | $421.82M | 0.6% |
| Scion Asset Management | $6.24M | 11.1% |
| Tweedy, Browne | $341,607 | 0.0% |
Posición cerrada
| Viking Global Investors | $1.12B | era 3.6% |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 3,004 tenedores, 728.55M acciones, $187.05B declarado. Este es un período diferente y anterior al de las cifras del universo rastreado que figuran arriba, y ambos nunca se mezclan.
Qué más suelen tener los titulares rastreados de este valor: recuentos de titularidad compartida, no relaciones fundamentales.
Compras en mercado abierto (P)
Sin compras en mercado abierto por parte de insiders en nuestra ventana de cobertura.
Ventas en mercado abierto (S)
Officer · 1.17K acc. · $455,910
Las adjudicaciones, ejercicios y retenciones fiscales nunca se contabilizan aquí como compras o ventas. Metodología