RENAISSANCE TECHNOLOGIES LLC has opened a new $421.8M position in $UNH, per a new SEC 13F filing. This disclosure reflects the funds' holdings for the 06-30-2025 report period. You can see the fund's full portfolio on Quiver Quantitative, and also track the largest institutional owners of $UNH.
$UNH Hedge Fund Activity
We have seen 1,466 institutional investors add shares of $UNH stock to their portfolio, and 2,179 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- CAPITAL RESEARCH GLOBAL INVESTORS removed 15,078,082 shares (-72.4%) from their portfolio in Q2 2025, for an estimated $4,703,909,241
- GAMMA INVESTING LLC removed 8,283,184 shares (-99.9%) from their portfolio in Q2 2025, for an estimated $2,584,104,912
- JPMORGAN CHASE & CO removed 6,297,614 shares (-24.0%) from their portfolio in Q2 2025, for an estimated $1,964,666,639
- FMR LLC removed 5,903,163 shares (-19.6%) from their portfolio in Q1 2025, for an estimated $3,091,781,621
- CAPITAL WORLD INVESTORS removed 4,452,015 shares (-19.5%) from their portfolio in Q2 2025, for an estimated $1,388,895,119
- FRANKLIN RESOURCES INC removed 3,971,789 shares (-44.9%) from their portfolio in Q2 2025, for an estimated $1,239,079,014
- HSBC HOLDINGS PLC added 2,729,246 shares (+108.7%) to their portfolio in Q2 2025, for an estimated $851,442,874
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
$UNH Insider Trading Activity
$UNH insiders have traded $UNH stock on the open market 6 times in the past 6 months. Of those trades, 5 have been purchases and 1 have been sales.
Here’s a breakdown of recent trading of $UNH stock by insiders over the last 6 months:
- STEPHEN J HEMSLEY (CEO, UHG) purchased 86,700 shares for an estimated $25,019,019
- JOHN F REX (President & CFO) purchased 17,175 shares for an estimated $4,999,919
- KRISTEN GIL purchased 3,700 shares for an estimated $1,003,329
- TIMOTHY PATRICK FLYNN purchased 1,533 shares for an estimated $491,786
- PATRICK HUGH CONWAY (Chief Executive Officer, Optum) sold 589 shares for an estimated $179,645
- JOHN H NOSEWORTHY purchased 300 shares for an estimated $93,646
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
$UNH Government Contracts
We have seen $21,854,838,645 of award payments to $UNH over the last year.
Here are some of the awards which we have have seen pay out the most over the last year:
- EXPRESS REPORT: R3 FY25 3RD QTR APRIL: $830,362,703
- EXPRESS REPORT: R3 FY25 3RD QTR MAY: $819,320,444
- EXPRESS REPORT: R3 FY25 2ND QTR MARCH: $791,841,212
- EXPRESS REPORT: R3 FY25 1ST QTR OCTOBER: $771,731,035
- EXPRESS REPORT: R3 FY24 Q4 JULY: $761,807,264
To track government contracts to publicy traded companies, check out Quiver Quantitative's government contracts dashboard.
$UNH Congressional Stock Trading
Members of Congress have traded $UNH stock 29 times in the past 6 months. Of those trades, 12 have been purchases and 17 have been sales.
Here’s a breakdown of recent trading of $UNH stock by members of Congress over the last 6 months:
- REPRESENTATIVE TIM MOORE has traded it 2 times. They made 2 purchases worth up to $65,000 on 07/21, 07/16 and 0 sales.
- SENATOR SHELLEY MOORE CAPITO sold up to $15,000 on 06/23.
- SENATOR JOHN BOOZMAN has traded it 2 times. They made 1 purchase worth up to $15,000 on 04/16 and 1 sale worth up to $15,000 on 06/11.
- REPRESENTATIVE GILBERT RAY CISNEROS, JR. has traded it 4 times. They made 2 purchases worth up to $65,000 on 05/30, 03/31 and 2 sales worth up to $65,000 on 04/29, 02/26.
- REPRESENTATIVE MARJORIE TAYLOR GREENE has traded it 2 times. They made 2 purchases worth up to $65,000 on 05/16, 05/14 and 0 sales.
- REPRESENTATIVE ROBERT BRESNAHAN has traded it 3 times. They made 1 purchase worth up to $50,000 on 04/08 and 2 sales worth up to $100,000 on 05/15, 02/25.
- REPRESENTATIVE JARED MOSKOWITZ has traded it 3 times. They made 0 purchases and 3 sales worth up to $45,000 on 05/15.
- REPRESENTATIVE DAVID TAYLOR has traded it 2 times. They made 0 purchases and 2 sales worth up to $65,000 on 05/14.
- REPRESENTATIVE JEFFERSON SHREVE has traded it 4 times. They made 2 purchases worth up to $100,000 on 04/07, 03/31 and 2 sales worth up to $100,000 on 05/08, 02/24.
- REPRESENTATIVE BRUCE WESTERMAN has traded it 2 times. They made 1 purchase worth up to $15,000 on 03/03 and 1 sale worth up to $15,000 on 04/21.
- REPRESENTATIVE DAN NEWHOUSE sold up to $15,000 on 04/11.
- REPRESENTATIVE JOHN MCGUIRE purchased up to $15,000 on 04/10.
- REPRESENTATIVE JULIE JOHNSON sold up to $15,000 on 04/07.
- REPRESENTATIVE GREG LANDSMAN sold up to $50,000 on 03/27.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
$UNH Analyst Ratings
Wall Street analysts have issued reports on $UNH in the last several months. We have seen 14 firms issue buy ratings on the stock, and 2 firms issue sell ratings.
Here are some recent analyst ratings:
- JP Morgan issued a "Overweight" rating on 08/06/2025
- Baird issued a "Underperform" rating on 07/31/2025
- Oppenheimer issued a "Outperform" rating on 07/30/2025
- RBC Capital issued a "Outperform" rating on 07/30/2025
- Keybanc issued a "Overweight" rating on 07/30/2025
- Piper Sandler issued a "Overweight" rating on 07/30/2025
- Wells Fargo issued a "Overweight" rating on 07/25/2025
To track analyst ratings and price targets for $UNH, check out Quiver Quantitative's $UNH forecast page.
$UNH Price Targets
Multiple analysts have issued price targets for $UNH recently. We have seen 19 analysts offer price targets for $UNH in the last 6 months, with a median target of $337.0.
Here are some recent targets:
- Lisa Gill from JP Morgan set a target price of $310.0 on 08/06/2025
- Stephen Baxter from Wells Fargo set a target price of $267.0 on 08/04/2025
- Michael Ha from Baird set a target price of $198.0 on 07/31/2025
- Jessica Tassan from Piper Sandler set a target price of $317.0 on 07/30/2025
- Michael Wiederhorn from Oppenheimer set a target price of $325.0 on 07/30/2025
- Ben Hendrix from RBC Capital set a target price of $286.0 on 07/30/2025
- Matthew Gillmor from Keybanc set a target price of $350.0 on 07/30/2025
Note that there may be inaccuracies in these estimates due to filing errors by the funds, parsing errors by us, or other anomalies.
Check out Quiver Quantitative's $UNH ticker page for more data.
