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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
KLCM
2501
KG&L Capital Management
Louisiana
$474K -$37.1K -70 -7%
WDG
2502
Wealth Dimensions Group
Ohio
$473K +$16.4K +31 +4%
MWM
2503
Mascoma Wealth Management
New Hampshire
$471K -$86.3K -163 -15%
BAM
2504
Byrne Asset Management
New Jersey
$471K -$30.7K -58 -6%
FL
2505
Fort LP
Maryland
$469K -$111K -210 -19%
PWM
2506
PRW Wealth Management
Massachusetts
$469K
SGI
2507
Summit Global Investments
Utah
$469K +$530 +1 +0.1%
PPWM
2508
Paragon Private Wealth Management
Kentucky
$469K -$1.06K -2 -0.2%
SBWIC
2509
Schaper Benz & Wise Investment Counsel
Wisconsin
$467K +$20.7K +39 +5%
WDA
2510
Wendell David Associates
New Hampshire
$466K +$8.47K +16 +2%
SAM
2511
SignalPoint Asset Management
Missouri
$465K +$24.9K +47 +6%
NERM
2512
New England Research & Management
Illinois
$464K +$463K +875 New
FSC
2513
Full Sail Capital
Oklahoma
$461K -$25.4K -48 -5%
VCP
2514
Verus Capital Partners
Arizona
$459K -$1.15M -2,162 -71%
TA
2515
TFB Advisors
Kansas
$459K +$459K +866 New
Cohen & Steers
2516
Cohen & Steers
New York
$459K
SAM
2517
Satovsky Asset Management
New York
$459K +$1.59K +3 +0.3%
RG
2518
Rathbones Group
United Kingdom
$458K +$11.1K +21 +2%
NP
2519
Ninepoint Partners
Ontario, Canada
$458K
SC
2520
SRB Corp
Massachusetts
$458K +$36K +68 +9%
DJSG
2521
D.J. St. Germain
Massachusetts
$457K +$424K +801 +4%
FPFS
2522
First Personal Financial Services
North Carolina
$454K -$5.3K -10 -1%
JHCP
2523
Jackson Hole Capital Partners
Oklahoma
$453K
FFWM
2524
Future Financial Wealth Management
Ohio
$452K +$213K +402 +89%
AC
2525
Apella Capital
Connecticut
$452K +$131K +248 +41%

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.