We are live on ! Find out more
UNH icon

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
HPWM
2751
High Pines Wealth Management
Massachusetts
$312K +$530 +1 +0.2%
AIP
2752
Ahrens Investment Partners
Louisiana
$312K -$78.9K -149 -20%
VC
2753
Vicus Capital
Pennsylvania
$310K -$138K -260 -31%
GIM
2754
Grassi Investment Management
California
$310K
EWM
2755
Endowment Wealth Management
Wisconsin
$310K -$14.8K -28 -5%
IWM
2756
Iams Wealth Management
Nebraska
$310K +$309K +584 New
MA
2757
MAS Advisors
Florida
$309K -$32.8K -62 -10%
DA
2758
Dash Acquisitions
California
$309K
OLA
2759
Oliver Luxxe Assets
New Jersey
$308K -$2.65K -5 -0.9%
SSC
2760
Syverson Strege & Co
Iowa
$307K +$1.06K +2 +0.3%
BWCS
2761
Beirne Wealth Consulting Services
Connecticut
$307K +$16M +30,237 New
EWA
2762
ERTS Wealth Advisors
Michigan
$306K -$16.4K -31 -5%
OCPWS
2763
One Charles Private Wealth Services
Massachusetts
$306K -$1.59K -3 -0.5%
APW
2764
Acima Private Wealth
Virginia
$306K
TWM
2765
Tanager Wealth Management
United Kingdom
$306K +$306K +577 New
KL
2766
KilterHowling LLC
Colorado
$305K -$3.18K -6 -1%
LL
2767
LPWM LLC
Minnesota
$303K -$36.5K -69 -10%
DWA
2768
Dougherty Wealth Advisers
Minnesota
$303K
PGIM
2769
Pacific Global Investment Management
California
$302K +$24.4K +46 +9%
JE
2770
JMAC Enterprises
Pennsylvania
$302K -$2.12K -4 -0.7%
TFA
2771
Trinity Financial Advisors
Ohio
$300K +$300K +566 New
ACM
2772
Antonetti Capital Management
Florida
$300K -$2.12K -4 -0.7%
DE
2773
Day & Ennis
Georgia
$300K
UBV
2774
United Bank (Virginia)
Virginia
$298K -$15.9K -30 -5%
AFP
2775
Alpha Financial Partners
Kentucky
$298K +$297K +561 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.