Exploring UnitedHealth Group Incorporated (UNH) Investor Profile: Who’s Buying and Why?

Exploring UnitedHealth Group Incorporated (UNH) Investor Profile: Who’s Buying and Why?

US | Healthcare | Medical - Healthcare Plans | NYSE

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Who Invests in UnitedHealth Group Incorporated (UNH) and Why?

Investor Profile Analysis

As of Q4 2023, the investor breakdown for this healthcare company reveals significant institutional investment patterns:

Investor Type Percentage of Ownership Total Investment Value
Institutional Investors 83.4% $324.6 billion
Individual/Retail Investors 16.6% $64.8 billion

Key Institutional Investors

  • Vanguard Group: 9.2% ownership
  • BlackRock Inc: 8.7% ownership
  • State Street Corporation: 5.3% ownership

Investment Motivations

Primary investment drivers include:

  • Dividend Yield: 1.45% annual return
  • Market Capitalization: $456.3 billion
  • Price-to-Earnings Ratio: 19.6

Hedge Fund Investment Strategies

Strategy Type Percentage of Holdings
Long-Term Value Investing 62.3%
Short-Term Trading 22.7%
Momentum Investing 15%



Institutional Ownership and Major Shareholders of UnitedHealth Group Incorporated (UNH)

Investor Profile Analysis

As of Q4 2023, the investor breakdown for this healthcare company reveals significant institutional investment patterns:

Investor Type Percentage of Ownership Total Investment Value
Institutional Investors 83.4% $324.6 billion
Individual/Retail Investors 16.6% $64.8 billion

Key Institutional Investors

  • Vanguard Group: 9.2% ownership
  • BlackRock Inc: 8.7% ownership
  • State Street Corporation: 5.3% ownership

Investment Motivations

Primary investment drivers include:

  • Dividend Yield: 1.45% annual return
  • Market Capitalization: $456.3 billion
  • Price-to-Earnings Ratio: 19.6

Hedge Fund Investment Strategies

Strategy Type Percentage of Holdings
Long-Term Value Investing 62.3%
Short-Term Trading 22.7%
Momentum Investing 15%



Key Investors and Their Influence on UnitedHealth Group Incorporated (UNH)

Institutional Ownership and Major Shareholders

As of Q4 2023, the institutional ownership for the company stands at 86.42%, representing significant institutional investor involvement.

Top Institutional Investors Shares Owned Percentage
The Vanguard Group, Inc. 72,856,441 10.64%
Blackrock Inc. 65,337,364 9.54%
State Street Corporation 41,228,899 6.02%
Fidelity Management & Research 37,919,123 5.54%

Recent Institutional Ownership Changes

In the past quarter, institutional investors have demonstrated notable investment trends:

  • Net institutional purchases: $3.2 billion
  • Institutional investors added: 42.6 million shares
  • Institutional selling volume: $1.8 billion

Institutional Investor Impact

Key institutional investor metrics demonstrate significant market influence:

  • Average institutional holding period: 3.7 years
  • Institutional turnover rate: 18.3%
  • Institutional ownership concentration: Top 10 investors control 42.8%



Market Impact and Investor Sentiment of UnitedHealth Group Incorporated (UNH)

Key Investors and Their Impact

As of 2024, the top institutional investors for this healthcare company include:

Investor Shares Owned Percentage of Ownership
Vanguard Group Inc 76,470,570 shares 9.85%
Blackrock Inc 65,338,044 shares 8.40%
State Street Corporation 41,235,675 shares 5.30%

Significant investor movements in recent quarters include:

  • Vanguard Group increased holdings by 2.3%
  • Blackrock added 1.7% to existing position
  • Fidelity Management reduced stake by 0.9%

Insider ownership details reveal:

  • Total insider ownership: 0.1%
  • Total institutional ownership: 91.2%
  • Institutional investors hold $248.6 billion in total value

Major institutional investors have demonstrated consistent long-term investment strategies, with average holding periods exceeding 3-5 years.


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