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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
PG
2801
Prostatis Group
Maryland
$286K
HBW
2802
Hazlett, Burt & Watson
West Virginia
$285K +$63.6K +120 +29%
DCM
2803
Driehaus Capital Management
Illinois
$284K -$202K -381 -42%
MIM
2804
Merrion Investment Management
New Jersey
$284K +$284K +536 New
KDA
2805
Kraft Davis & Associates
Missouri
$283K +$307K +580 New
MF
2806
Meridian Financial
Massachusetts
$283K
SWIG
2807
Strategic Wealth Investment Group
Kentucky
$282K -$17K -32 -5%
CA
2808
CSM Advisors
Pennsylvania
$282K +$11.7K +22 +4%
GCM
2809
G2 Capital Management
Ohio
$282K
AA
2810
AlphaCentric Advisors
Puerto Rico
$281K +$57.7K +109 +26%
RCM
2811
Raleigh Capital Management
North Carolina
$280K +$9.54K +18 +4%
FA
2812
Forefront Analytics
Pennsylvania
$279K -$73.1K -138 -21%
ADMI
2813
Albert D. Mason Inc
Massachusetts
$279K +$23.3K +44 +9%
AAM
2814
Azzad Asset Management
Virginia
$278K -$49.3K -93 -15%
FCFC
2815
First Citizens Financial Corp
Iowa
$278K
TSWM
2816
Tyler-Stone Wealth Management
Ohio
$277K
NPT
2817
Nixon Peabody Trust
Massachusetts
$276K +$5.3K +10 +2%
EL
2818
Essex LLC
Illinois
$276K +$35K +66 +15%
LC
2819
LCNB Corp
Ohio
$275K +$42.4K +80 +18%
CWA
2820
Clarity Wealth Advisors
California
$274K -$2.65K -5 -1%
CPCM
2821
Cardinal Point Capital Management
Ontario, Canada
$274K +$273K +516 New
CPWMP
2822
Cardinal Point Wealth Management Partners
California
$274K +$273K +516 New
CNWM
2823
Clay Northam Wealth Management
California
$273K -$22.2K -42 -8%
BAM
2824
Blueshift Asset Management
New Jersey
$273K -$194K -367 -42%
VAM
2825
Verity Asset Management
North Carolina
$272K +$271K +512 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.