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
FA
2576
Fortis Advisors
Pennsylvania
$414K
CP
2577
Castleview Partners
Texas
$414K +$19.6K +37 +5%
SW
2578
SkyOak Wealth
Michigan
$412K -$203K -383 -33%
PTC
2579
Philadelphia Trust Company
Pennsylvania
$412K
TPWM
2580
Twelve Points Wealth Management
Massachusetts
$412K +$3.71K +7 +0.9%
LF
2581
Lantz Financial
Illinois
$411K +$32.8K +62 +9%
IAG
2582
Investmark Advisory Group
Connecticut
$411K +$24.4K +46 +6%
CWM
2583
Catalyst Wealth Management
Georgia
$410K +$409K +773 New
S
2584
swisspartners
Liechtenstein
$408K -$10.6K -20 -3%
GFPC
2585
Global Financial Private Client
Florida
$408K +$3.71K +7 +0.9%
GSIS
2586
Global Strategic Investment Solutions
Arizona
$408K +$17.5K +33 +4%
MPW
2587
Monterey Private Wealth
California
$408K -$71K -134 -15%
HW
2588
Hamilton Wealth
California
$407K +$4.77K +9 +1%
SFG
2589
StrategIQ Financial Group
Indiana
$407K +$5.3K +10 +1%
NOI
2590
Newton One Investments
Delaware
$405K
NFP
2591
Narus Financial Partners
Utah
$404K +$3.71K +7 +0.9%
LI
2592
LVZ Inc
Michigan
$404K
CWP
2593
Curated Wealth Partners
California
$401K -$37.1K -70 -8%
BWP
2594
Bernardo Wealth Planning
Pennsylvania
$400K +$27K +51 +7%
EW
2595
Element Wealth
Mississippi
$399K
PCMC
2596
Private Capital Management (Colorado)
Colorado
$399K +$2.12K +4 +0.5%
KOMWMG
2597
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$399K +$4.77K +9 +1%
WW
2598
Westshore Wealth
California
$398K
EA
2599
Ellsworth Advisors
Ohio
$398K
SCA
2600
Sandy Cove Advisors
Massachusetts
$397K +$132K +249 +50%

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.