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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
RFN
2651
Redwood Financial Network
Ohio
$368K +$22.8K +43 +7%
GAM
2652
Gemmer Asset Management
California
$367K -$5.3K -10 -1%
OWA
2653
Octavia Wealth Advisors
Ohio
$366K -$17K -32 -4%
HWA
2654
HCR Wealth Advisors
California
$366K
SC
2655
Seldon Capital
California
$364K
ONST
2656
Old North State Trust
North Carolina
$363K -$5.3K -10 -1%
BST
2657
Bath Savings Trust
Maine
$363K +$81K +153 +29%
OFG
2658
Oxford Financial Group
Indiana
$363K +$362K +684 New
SA
2659
Shilanski & Associates
Alaska
$362K -$35K -66 -9%
MIM
2660
Moseley Investment Management
Florida
$361K
FAM
2661
Flaharty Asset Management
Florida
$361K -$36K -68 -9%
LT
2662
Legacy Trust
Michigan
$361K +$360K +680 New
ML
2663
Mayport LLC
Massachusetts
$360K -$40.8K -77 -10%
SWM
2664
Stockman Wealth Management
Montana
$360K +$530 +1 +0.1%
AP
2665
Arlington Partners
Alabama
$359K
MWM
2666
Merriman Wealth Management
Washington
$358K +$358K +675 New
MSA
2667
Marino Stram & Associates
Massachusetts
$357K +$1.59K +3 +0.4%
WWC
2668
Waypoint Wealth Counsel
Georgia
$357K +$356K +673 New
LWMG
2669
Levy Wealth Management Group
Pennsylvania
$356K +$530 +1 +0.1%
CNC
2670
Citizens & Northern Corp
Pennsylvania
$355K -$39.2K -74 -10%
HCM
2671
Howard Capital Management
Georgia
$355K +$26.5K +50 +8%
CFO
2672
Custos Family Office
Texas
$355K +$43.4K +82 +14%
PBC
2673
Pavion Blue Capital
California
$355K +$76.8K +145 +28%
UWPG
2674
Ullmann Wealth Partners Group
Florida
$354K -$26.5K -50 -7%
CCA
2675
Cottonwood Capital Advisors
Utah
$354K -$23.8K -45 -6%

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.