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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
B
2776
Bridgeworth
Alabama
$297K +$11.7K +22 +4%
VBWMG
2777
Von Berge Wealth Management Group
California
$297K +$530 +1 +0.2%
MPCG
2778
Matrix Private Capital Group
New York
$296K -$26.5K -50 -8%
SPI
2779
Sutton Place Investors
New York
$296K -$5.3K -10 -2%
HFS
2780
Horizon Financial Services
North Carolina
$296K
IAP
2781
Indie Asset Partners
Indiana
$295K
RWA
2782
Rooted Wealth Advisors
Illinois
$295K +$295K +556 New
IWM
2783
Integris Wealth Management
California
$294K +$294K +555 New
CFA
2784
CWS Financial Advisors
Michigan
$294K -$42.4K -80 -9%
TBC
2785
Ted Buchan & Co
California
$294K +$293K +554 New
WFA
2786
Wade Financial Advisory
California
$293K
LAM
2787
Lakewood Asset Management
Illinois
$293K +$293K +553 New
TF
2788
Trek Financial
Arizona
$292K -$57.2K -108 -16%
GIM
2789
Guild Investment Management
California
$292K
HHAM
2790
HITE Hedge Asset Management
Massachusetts
$292K
BFIC
2791
Bedell Frazier Investment Counselling
California
$292K +$3.71K +7 +1%
MWM
2792
Magnolia Wealth Management
Alabama
$292K +$291K +550 New
CFP
2793
Curran Financial Partners
South Carolina
$291K -$78.4K -148 -21%
AP
2794
Atwood & Palmer
Missouri
$291K
IA
2795
Integrity Advisory
Kansas
$291K +$1.06K +2 +0.4%
OPWM
2796
Oakwell Private Wealth Management
Texas
$290K -$20.1K -38 -6%
PCMF
2797
Private Capital Management (Florida)
Florida
$290K +$17.5K +33 +6%
GCM
2798
Gallacher Capital Management
Colorado
$289K +$289K +546 New
JWM
2799
JGP Wealth Management
Oregon
$287K -$12.2K -23 -4%
MKC
2800
M. Kraus & Co
Vermont
$287K +$287K +541 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.