We are live on ! Find out more
UNH icon

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
CCM
2551
Chickasaw Capital Management
Tennessee
$432K
VNIM
2552
Vaughan Nelson Investment Management
Texas
$432K
TSS
2553
Two Sigma Securities
New York
$432K -$645K -1,217 -60%
MPW
2554
MGO Private Wealth
California
$431K -$5.3K -10 -1%
LHEI
2555
Leo H. Evart Inc
California
$430K +$1.59K +3 +0.4%
AFC
2556
AFT Forsyth & Company
Florida
$427K +$31.8K +60 +8%
CJFS
2557
Coulter & Justus Financial Services
Tennessee
$425K
SWM
2558
Salvus Wealth Management
New Jersey
$425K -$21.2K -40 -5%
BMC
2559
Benin Management Corp
Connecticut
$425K +$102K +192 +32%
HL
2560
HeadInvest LLC
Maine
$424K +$8.47K +16 +2%
BMC
2561
Beaton Management Company
Massachusetts
$420K
IFA
2562
Index Fund Advisors
California
$420K +$2.65K +5 +0.6%
DP
2563
Dearborn Partners
Illinois
$420K -$113K -214 -21%
CFA
2564
Capstone Financial Advisors
Illinois
$419K +$15.9K +30 +4%
LWP
2565
Lumature Wealth Partners
Georgia
$419K -$49.8K -94 -11%
NWA
2566
New World Advisors
Massachusetts
$419K +$33.4K +63 +9%
CFSG
2567
Clark Financial Services Group
Missouri
$418K +$16.4K +31 +4%
BMA
2568
Brooks Moore & Associates
Tennessee
$417K -$79.5K -150 -16%
CWP
2569
Concord Wealth Partners
Virginia
$417K -$494K -933 -54%
CAM
2570
Columbia Asset Management
Michigan
$416K +$13.2K +25 +3%
TIA
2571
Traphagen Investment Advisors
New Jersey
$416K +$12.7K +24 +3%
JEST
2572
JTC Employer Solutions Trustee
Jersey
$415K
WPC
2573
Waters Parkerson & Co
Louisiana
$415K
AWAP
2574
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$414K -$3.18K -6 -0.8%
PCMK
2575
Paragon Capital Management (Kansas)
Kansas
$414K +$75.7K +143 +22%

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.