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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
SSWM
2601
Strait & Sound Wealth Management
California
$397K +$433K +818 New
ACP
2602
Aviance Capital Partners
Florida
$396K +$139K +262 +54%
CWA
2603
Clarus Wealth Advisors
Arizona
$395K -$31.3K -59 -7%
SGWM
2604
Sterling Group Wealth Management
California
$394K +$394K +744 New
BPFA
2605
Barnes Pettey Financial Advisors
Mississippi
$394K -$12.7K -24 -3%
WA
2606
WESPAC Advisors
California
$393K -$92.2K -174 -19%
C
2607
Covestor
United Kingdom
$393K +$5.3K +10 +1%
BRM
2608
Boston Research & Management
Massachusetts
$392K
SFM
2609
Signet Financial Management
New Jersey
$391K -$28.6K -54 -7%
CAS
2610
Coppell Advisory Solutions
Texas
$391K +$390K +737 New
CASC
2611
Coppell Advisory Solutions Corp
Texas
$391K +$390K +737 New
BFWA
2612
Benchmark Financial Wealth Advisors
Florida
$391K -$3.71K -7 -0.9%
FPIS
2613
Financial Planning & Information Services
Wisconsin
$390K
PSIWM
2614
Paradigm Strategies in Wealth Management
Minnesota
$390K +$530 +1 +0.1%
BSAM
2615
Blue Square Asset Management
New York
$390K
AGC
2616
Aspen Grove Capital
Colorado
$389K +$389K +734 New
BFS
2617
Bickling Financial Services
Massachusetts
$389K +$1.06K +2 +0.3%
FC
2618
Financial Council
Maryland
$389K
MGAM
2619
McGowan Group Asset Management
Texas
$387K
WFAG
2620
Worth Financial Advisory Group
North Carolina
$385K +$385K +727 New
WAM
2621
Worth Asset Management
Texas
$384K +$7.42K +14 +2%
VF
2622
Vest Financial
Virginia
$384K +$384K +724 New
UW
2623
Unique Wealth
Florida
$383K +$383K +723 New
RLIM
2624
Red Lighthouse Investment Management
New York
$383K +$382K +722 New
LPAM
2625
Lodestar Private Asset Management
California
$382K +$381K +720 New

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.