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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
RWB
2701
RMR Wealth Builders
New Jersey
$341K -$16.4K -31 -5%
BBA
2702
Braun-Bostich & Associates
Pennsylvania
$340K -$19.6K -37 -5%
HWA
2703
HHM Wealth Advisors
Tennessee
$339K +$4.24K +8 +1%
MS
2704
Mizuho Securities
Japan
$339K +$320K +605 +1,729%
LSA
2705
Lansing Street Advisors
Pennsylvania
$337K +$13.8K +26 +4%
RDFA
2706
Ritter Daniher Financial Advisory
Ohio
$337K +$94.8K +179 +39%
WSWA
2707
Warren Street Wealth Advisors
California
$336K +$71K +134 +27%
BBW
2708
Blue Barn Wealth
Utah
$335K +$13.2K +25 +4%
CA
2709
Carson Advisory
Georgia
$334K
BHIA
2710
Birch Hill Investment Advisors
Massachusetts
$334K +$58.8K +111 +21%
MC
2711
Machina Capital
France
$334K +$334K +630 New
GAA
2712
Green Alpha Advisors
Colorado
$334K +$334K +630 New
MA
2713
MBA Advisors
Pennsylvania
$333K
PCA
2714
Peddock Capital Advisors
Massachusetts
$332K +$32.3K +61 +11%
SWM
2715
Seed Wealth Management
Illinois
$332K +$332K +627 New
PPW
2716
Parcion Private Wealth
Washington
$332K
WC
2717
Wexford Capital
Florida
$331K -$331K -625 -50%
WB
2718
West Bancorporation
Iowa
$331K -$32.8K -62 -9%
WDL
2719
Well Done LLC
Michigan
$330K -$530 -1 -0.2%
CA
2720
CapWealth Advisors
Tennessee
$330K
DWP
2721
Destiny Wealth Partners
Florida
$329K -$3.18K -6 -1%
AOWM
2722
Alpha Omega Wealth Management
Virginia
$329K -$18.5K -35 -5%
RWM
2723
Reston Wealth Management
Virginia
$328K +$530 +1 +0.2%
WWP
2724
WR Wealth Planners
Missouri
$327K +$4.77K +9 +1%
TCM
2725
Triumph Capital Management
Colorado
$327K +$11.1K +21 +4%

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.