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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
LA
2726
Lane & Associates
New Jersey
$326K +$326K +615 New
FAM
2727
Frontier Asset Management
Wyoming
$326K +$326K +615 New
NG
2728
Northstar Group
New York
$326K -$21.2K -40 -6%
AWA
2729
Aletheian Wealth Advisors
Washington
$325K +$56.1K +106 +21%
CFP
2730
Cypress Financial Planning
New Jersey
$325K -$59.3K -112 -15%
RFG
2731
Range Financial Group
Oregon
$324K -$9.54K -18 -3%
LIA
2732
LBMC Investment Advisors
Tennessee
$324K
SN
2733
Sittner & Nelson
Oregon
$324K
G
2734
GenTrust
Florida
$323K -$79.5K -150 -20%
CWA
2735
Canvas Wealth Advisors
Kansas
$323K +$16.4K +31 +5%
CISOA
2736
Capital Investment Services of America
Wisconsin
$322K -$18.5K -35 -5%
PWS
2737
Peterson Wealth Services
Utah
$322K -$2.12K -4 -0.7%
BFA
2738
Benedict Financial Advisors
Georgia
$322K +$1.06K +2 +0.3%
VCP
2739
Vista Capital Partners
Oregon
$322K +$36.5K +69 +13%
KLI
2740
Kelman-Lazarov Inc
Tennessee
$321K +$7.95K +15 +3%
AWM
2741
Atticus Wealth Management
Florida
$318K -$6.36K -12 -2%
HWA
2742
Heartwood Wealth Advisors
Virginia
$317K +$92.2K +174 +41%
CIG
2743
Cairn Investment Group
Washington
$317K
HA
2744
HC Advisors
Georgia
$316K
GWM
2745
Gray Wealth Management
Maine
$316K +$53K +100 +20%
GSIAS
2746
Garden State Investment Advisory Services
New Jersey
$316K +$316K +596 New
CCP
2747
Carmel Capital Partners
California
$315K +$14.3K +27 +5%
CWM
2748
Cherrydale Wealth Management
New Jersey
$315K +$38.7K +73 +14%
BIA
2749
Bell Investment Advisors
California
$315K +$59.9K +113 +23%
CCP
2750
Cassia Capital Partners
North Carolina
$313K -$57.7K -109 -16%

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.