UnitedHealth Draws Big Adds as Lilly and Amgen Get Cut
This is an AI analysis of an interesting pattern in QuantyFight data derived from SEC 13F holdings: Health Care dollar movers show large adds in UNH, ABT, and MRK, while LLY and AMGN appear among sizable cuts — with separate % AUM spikes (e.g. BWAY) highlighting niche healthcare flow beyond mega-cap dollars.
0001752724-26-000037. The connecting narrative is AI-assisted interpretation for readability — not investment advice.
Large Health Care dollar adds
On QuantyFight’s Health Care–filtered dollar-increase view:
Health Care — sample $ increases
| Manager | Ticker | $ move |
|---|---|---|
| Charles Schwab Investment Management | UNH | +$2.85B |
| Capital Research Global Investors | UNH | +$2.56B |
| Charles Schwab Investment Management | ABT | +$3.02B |
| JPMorgan Chase & Co | MRK | +$3.18B |
| Capital World Investors | AMGN | +$2.74B |
| Fisher Asset Management | ABBV | +$1.83B |
Source: QuantyFight dollar-movers · sector=Health Care · sectors
Large Health Care dollar cuts
The same sector’s dollar-decrease leaderboard shows heavy LLY and AMGN reductions among large active allocators:
Health Care — sample $ decreases
| Manager | Ticker | $ move |
|---|---|---|
| Capital International | LLY | −$4.98B |
| J. Stern & Co. LLP (outlier — treat carefully) | LLY | −$4.38B |
| Capital International Investors | UNH | −$3.72B |
| Capital International Investors | AMGN | −$3.45B |
| J. Stern & Co. LLP | ABT | −$3.42B |
| Wellington Management | UNH | −$2.45B |
Niche % AUM healthcare spikes
Away from mega-cap dollars, QuantyFight’s pct-aum-movers leaderboard shows extreme portfolio-impact prints such as Valor Management’s BWAY add (~+$30.7M / ~778% AUM impact) and Broadfin Holdings’ new ANGO entry (~+$22.6M / 100% of disclosed book). These are research starting points for niche healthcare flow.
Sample niche healthcare % AUM signals
| Manager | Ticker | $ move | % AUM |
|---|---|---|---|
| Valor Management LLC | BWAY | +$30.7M | +778.15% |
| Broadfin Holdings LLC (new) | ANGO | +$22.6M | +100% |
Manager counts on UNH/LLY
Hedge-flagged manager counts: UNH 17 increasing / 18 decreasing / 24 exiting; LLY 12 increasing / 17 decreasing / 20 exiting — modest breadth versus Mag7, but still two-sided.
How to read healthcare flow
- Filter Health Care on Sectors / dollar movers.
- Compare UNH adds vs cuts before inferring direction.
- Scan pct-aum KPIs for niche names like BWAY/ANGO.
- Use Ask for cross-ticker healthcare questions.