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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
KCPG
2526
Kavar Capital Partners Group
Kansas
$451K +$9.01K +17 +2%
BIA
2527
BHK Investment Advisors
Alabama
$451K -$45K -85 -9%
DIM
2528
Delta Investment Management
California
$451K +$29.7K +56 +7%
PPW
2529
Pasadena Private Wealth
California
$449K -$10.1K -19 -2%
AWC
2530
Abundance Wealth Counselors
Pennsylvania
$447K +$4.77K +9 +1%
BFG
2531
Bouchey Financial Group
New York
$446K
TA
2532
Trellis Advisors
Washington
$445K -$7.42K -14 -2%
NECFA
2533
New England Capital Financial Advisors
Connecticut
$445K +$484K +914 New
JWM
2534
Janiczek Wealth Management
Colorado
$444K +$42.4K +80 +10%
VC
2535
Veery Capital
Delaware
$443K -$22.8K -43 -5%
WPWM
2536
Western Pacific Wealth Management
Illinois
$443K +$77.3K +146 +21%
FCT
2537
First Community Trust
Iowa
$443K -$5.83K -11 -1%
BWM
2538
Birchcreek Wealth Management
Ohio
$443K
SDAM
2539
Shulman DeMeo Asset Management
New York
$439K +$6.36K +12 +1%
BZWA
2540
Blue Zone Wealth Advisors
California
$438K
KFC
2541
Klingenstein Fields & Co
New York
$437K -$4.77K -9 -1%
FFC
2542
First Financial Corp
Indiana
$437K
CCB
2543
Cutter & Co Brokerage
Missouri
$436K -$7.95K -15 -2%
SWA
2544
SOA Wealth Advisors
New York
$436K +$6.89K +13 +2%
DFG
2545
Delta Financial Group
New Jersey
$436K +$434K +820 New
EPP
2546
ETF Portfolio Partners
Kansas
$436K
WP
2547
Westmount Partners
California
$435K +$435K +821 New
AWM
2548
Avaii Wealth Management
Wisconsin
$434K +$8.47K +16 +2%
WC
2549
Woodstock Corp
Massachusetts
$432K -$10.1K -19 -2%
BC
2550
Barrett & Company
Rhode Island
$432K

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.