UnitedHealth Group Incorporated (UNH) Bundle
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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