UNH
UnitedHealth Group Incorporated · Healthcare · Medical - Healthcare Plans
Señales de momentum (gestores comparables):
amplitud de titulares -5.7% ·
flujo de acciones -4.6% ·
nuevas posiciones netas -9.1%
· fórmula
Distribución amplia: acciones en descenso y menos titulares
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q3 2025
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| Q3 2026 | 4 | 0 | 2.72M | $992.18M | n/a | n/a |
| 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) | 90.61M | -0.3% | $31.29B | 0.5% | ▼ Trim | 2 | SEC ↗ ×6 |
| 2 | BlackRock ✦ (pasivo) | 74.29M | -1.4% | $25.65B | 0.5% | ▼ Trim | 2 | SEC ↗ ×23 |
| 3 | State Street Global Advisors ✦ (pasivo) | 44.11M | -1.8% | $15.23B | 0.5% | ▼ Trim | 4 | SEC ↗ |
| 4 | JPMorgan Chase ✦ | 37.11M | n/a | $12.81B | 0.4% | n/c | 1 | SEC ↗ ×46 |
| 5 | Capital World Investors ✦ | 21.77M | +18.8% | $7.52B | 1.0% | ▲ Add | 6 | SEC ↗ |
| 6 | Geode Capital Management ✦ (pasivo) | 21.79M | +2.2% | $7.50B | 0.5% | ▲ Add | 6 | SEC ↗ ×2 |
| 7 | T. Rowe Price ✦ | 18.15M | -17.2% | $6.27B | 0.7% | ▼ Trim | 6 | SEC ↗ ×2 |
| 8 | Wellington Management ✦ | 16.52M | -31.8% | $5.70B | 1.0% | ▼ Trim | 6 | SEC ↗ ×9 |
| 9 | Morgan Stanley ✦ | 15.24M | n/a | $5.26B | 0.3% | n/c | 1 | SEC ↗ ×24 |
| 10 | Fidelity (FMR) ✦ | 13.69M | -18.5% | $4.73B | 0.2% | ▼ Trim | 2 | SEC ↗ ×7 |
| 11 | Dodge & Cox ✦ | 9.51M | +8.6% | $3.28B | 1.8% | ▲ Add | 6 | SEC ↗ |
| 12 | Fisher Asset Management ✦ | 5.25M | +0.8% | $1.81B | 0.7% | ▲ Add | 6 | SEC ↗ |
| 13 | Goldman Sachs Group ✦ | 5.20M | n/a | $1.80B | 0.3% | n/c | 1 | SEC ↗ ×6 |
| 14 | Berkshire Hathaway ✦ | 5.04M | 0.0% | $1.74B | 0.7% | Held | 2 | SEC ↗ ×2 |
| 15 | Arrowstreet Capital ✦ | 3.40M | +17.3% | $1.17B | 0.7% | ▲ Add | 6 | SEC ↗ |
| 16 | AQR Capital Management ✦ | 1.15M | +12.6% | $395.57M | 0.3% | ▲ Add | 6 | SEC ↗ ×8 |
| 17 | Citadel Advisors ✦ | 848.92K | +33.6% | $293.13M | 0.2% | ▲ Add | 6 | SEC ↗ ×2 |
| 18 | Renaissance Technologies ✦ | 753.83K | -44.2% | $260.30M | 0.3% | ▼ Trim | 2 | SEC ↗ |
| 19 | Adage Capital Partners ✦ | 721.25K | -6.3% | $249.05M | 0.4% | ▼ Trim | 6 | SEC ↗ |
| 20 | D. E. Shaw & Co. ✦ | 542.28K | -11.8% | $187.25M | 0.2% | ▼ Trim | 6 | SEC ↗ ×3 |
| 21 | Tiger Global Management ✦ | 438.80K | 0.0% | $151.52M | 0.5% | Held | 6 | SEC ↗ |
| 22 | Marshall Wace ✦ | 219.32K | -81.0% | $75.73M | 0.1% | ▼ Trim | 6 | SEC ↗ ×3 |
| 23 | Appaloosa ✦ | 203.50K | -91.7% | $70.27M | 1.0% | ▼ Trim | 6 | SEC ↗ |
| 24 | PRIMECAP Management ✦ | 199.98K | -40.6% | $69.05M | 0.1% | ▼ Trim | 6 | SEC ↗ |
| 25 | Millennium Management ✦ | 180.48K | -40.7% | $62.32M | 0.1% | ▼ Trim | 6 | SEC ↗ |
| 26 | Baillie Gifford ✦ | 48.65K | -93.0% | $16.80M | 0.0% | ▼ Trim | 6 | SEC ↗ ×3 |
| 27 | Soros Fund Management ✦ | 47.43K | -52.6% | $16.38M | 0.4% | ▼ Trim | 4 | SEC ↗ |
| 28 | Gotham Asset Management ✦ | 46.06K | -32.5% | $15.91M | 0.1% | ▼ Trim | 6 | SEC ↗ |
| 29 | Markel Group ✦ | 26.50K | 0.0% | $9.15M | 0.1% | Held | 6 | SEC ↗ |
| 30 | Two Sigma Investments ✦ | 19.03K | -97.5% | $6.57M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 31 | GAMCO Investors ✦ | 2.92K | +4.2% | $1.01M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 32 | Tweedy, Browne ✦ | 2.14K | +95.2% | $737,906 | 0.1% | ▲ Add | 2 | SEC ↗ |
| 33 | Harris Associates (Oakmark) ✦ | 1.41K | Nuevo | $488,254 | 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
| Harris Associates (Oakmark) | $488,254 | 0.0% |
Posición cerrada
| Norges Bank | $3.84B | era 0.5% |
| Lone Pine Capital | $528.27M | era 3.8% |
| Point72 Asset Management | $96.51M | era 0.2% |
| Scion Asset Management | $6.24M | era 11.1% |
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