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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
LAS
2676
LWM Advisory Services
Florida
$353K -$481K -908 -56%
MWM
2677
Massachusetts Wealth Management
Massachusetts
$353K +$375K +707 New
BFA
2678
Bill Few Associates
Pennsylvania
$351K -$26.5K -50 -7%
TFF
2679
The Family Firm
Maryland
$351K +$19.1K +36 +6%
ACM
2680
Acrisure Capital Management
Texas
$350K +$350K +661 New
HWM
2681
Howard Wealth Management
Connecticut
$349K -$3.18K -6 -0.9%
HC
2682
Hamilton Capital
Ohio
$349K +$65.7K +124 +23%
HAG
2683
HF Advisory Group
Maryland
$349K +$349K +659 New
4WM
2684
4J Wealth Management
Virginia
$349K +$55.6K +105 +19%
WCM
2685
Wealthcare Capital Management
Virginia
$349K
SIC
2686
SJS Investment Consulting
Ohio
$348K -$68.9K -130 -17%
PA
2687
Probity Advisors
Texas
$347K -$12.7K -24 -4%
CMBA
2688
C.M. Bidwell & Associates
Hawaii
$346K -$3.18K -6 -0.9%
SFG
2689
Summit Financial Group
West Virginia
$345K
EAM
2690
Evanson Asset Management
California
$344K -$164K -310 -32%
SHJ
2691
Sharkey, Howes & Javer
Colorado
$344K
AWM
2692
Aprio Wealth Management
Georgia
$344K +$7.42K +14 +2%
OBWG
2693
Onyx Bridge Wealth Group
New York
$343K +$14.8K +28 +4%
OWM
2694
Orgel Wealth Management
Wisconsin
$343K -$42.4K -80 -11%
CWG
2695
Crown Wealth Group
North Carolina
$343K +$28.1K +53 +9%
EIG
2696
Ellenbecker Investment Group
Wisconsin
$343K +$530 +1 +0.2%
CVM
2697
Cheviot Value Management
California
$342K
DAM
2698
Diamant Asset Management
Connecticut
$342K
GIP
2699
Greatmark Investment Partners
Georgia
$342K
EA
2700
Emerald Advisors
Washington
$342K +$23.3K +44 +7%

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.