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UnitedHealth

3,157 hedge funds and large institutions have $436B invested in UnitedHealth in 2022 Q4 according to their latest regulatory filings, with 328 funds opening new positions, 1,286 increasing their positions, 1,217 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed

235% more first-time investments, than exits

New positions opened: 328 | Existing positions closed: 98

5% more funds holding

Funds holding: 2,9943,157 (+163)

5% more capital invested

Capital invested by funds: $415B → $436B (+$21.2B)

6% more repeat investments, than reductions

Existing positions increased: 1,286 | Existing positions reduced: 1,217

1% more call options, than puts

Call options by funds: $4.56B | Put options by funds: $4.52B

0.38% less ownership

Funds ownership: 88.17%87.79% (-0.38%)

3% less funds holding in top 10

Funds holding in top 10: 608587 (-21)

Holders
3,157
Holders Change
+163
Holders Change %
+5.44%
% of All Funds
50.74%
Holding in Top 10
587
Holding in Top 10 Change
-21
Holding in Top 10 Change %
-3.45%
% of All Funds
9.43%
New
328
Increased
1,286
Reduced
1,217
Closed
98
Calls
$4.56B
Puts
$4.52B
Net Calls
+$35.6M
Net Calls Change
-$28.7M
Name Holding Trade Value Shares
Change
Change in
Stake
MC
2476
Matisse Capital
Oregon
$493K +$493K +930 New
FUBT
2477
First United Bank & Trust
Maryland
$493K -$25.4K -48 -5%
3F
2478
360 Financial
Minnesota
$492K
WPW
2479
Watershed Private Wealth
Illinois
$491K +$491K +927 New
SIS
2480
Sound Income Strategies
Florida
$491K +$126K +237 +34%
OPA
2481
Old Port Advisors
Maine
$491K -$12.7K -24 -3%
WAG
2482
Winthrop Advisory Group
Massachusetts
$490K -$7.42K -14 -1%
XWM
2483
Xcel Wealth Management
Florida
$489K -$320K -605 -40%
IF
2484
Insight Folios
North Carolina
$489K
TMWM
2485
Taylor & Morgan Wealth Management
Michigan
$488K +$101K +190 +26%
C1AG
2486
Client 1st Advisory Group
Florida
$488K
AF
2487
Aldebaran Financial
$488K
LODC
2488
Lanham O'Dell & Company
West Virginia
$488K
CB
2489
Centennial Bank
Arkansas
$485K +$484K +914 New
BIA
2490
Barry Investment Advisors
Massachusetts
$484K -$6.89K -13 -1%
AWA
2491
Amplius Wealth Advisors
Pennsylvania
$484K -$524K -989 -52%
CCA
2492
Column Capital Advisors
Indiana
$484K +$85.8K +162 +22%
FVWA
2493
Foster Victor Wealth Advisors
South Carolina
$482K +$77.3K +146 +17%
DU
2494
Delphia (USA)
Ontario, Canada
$479K +$46.1K +87 +11%
APA
2495
Astoria Portfolio Advisors
New York
$478K +$111K +210 +27%
MWA
2496
Motive Wealth Advisors
Michigan
$478K +$45.6K +86 +11%
EFI
2497
EHP Funds Inc
Canada
$477K
FDS
2498
First Dallas Securities
Texas
$477K +$238K +450 +100%
OPOWM
2499
One Plus One Wealth Management
Florida
$476K
SCG
2500
Sonata Capital Group
Washington
$476K -$530 -1 -0.1%

UNH Hedge Fund Activity: Q4 2022 in Review

3,157 of the 6,222 institutional investors tracked by Wall St. Rank reported a position in UnitedHealth (UNH) for Q4 2022, worth a combined $436B — up 5.1% from $415B a quarter earlier.

Buyers outnumbered sellers: 328 funds opened new UNH positions and 98 closed out — a net gain of 230 holders — while 1,286 added to existing stakes and 1,217 trimmed.

The largest buyer was BlackRock, adding an estimated $1.63B. The largest seller was Janus Henderson Group, cutting an estimated $3.03B.

  • 3,157 institutional investors held UnitedHealth (UNH) as of Q4 2022, up from 2,994 in Q3 2022.
  • Funds reported $436B of UnitedHealth stock for Q4 2022, up 5.1% quarter-over-quarter.
  • 328 funds opened new UnitedHealth positions in Q4 2022 and 98 closed out, a net change of +230 holders.
  • The largest UnitedHealth buyer in Q4 2022 was BlackRock, an estimated $1.63B added.
  • The largest UnitedHealth seller in Q4 2022 was Janus Henderson Group, an estimated $3.03B sold.

Based on aggregated 13F filings for Q4 2022.