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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
WCM
2826
Windward Capital Management
California
$271K -$2.12K -4 -0.8%
SA
2827
Syntax Advisors
New York
$271K -$25.4K -48 -9%
VCG
2828
Vantage Consulting Group
Virginia
$271K -$25.4K -48 -9%
VCM
2829
Versant Capital Management
Arizona
$270K +$12.7K +24 +5%
MFA
2830
McClarren Financial Advisors
Pennsylvania
$269K +$1.06K +2 +0.4%
VAG
2831
VisionPoint Advisory Group
Texas
$269K -$54K -102 -16%
SIA
2832
Sage Investment Advisers
New York
$269K -$53K -100 -16%
BWA
2833
BlueSky Wealth Advisors
North Carolina
$269K +$4.77K +9 +2%
FMN
2834
Financial Management Network
California
$269K +$49.8K +94 +21%
CP
2835
Camelot Portfolios
Ohio
$269K +$269K +507 New
PEA
2836
Park Edge Advisors
Ohio
$268K +$268K +505 New
GAM
2837
GEM Asset Management
Michigan
$267K +$266K +503 New
BFM
2838
Boothbay Fund Management
New York
$266K -$1.75M -3,313 -87%
AW
2839
Apricus Wealth
South Carolina
$265K
CWM
2840
Concentric Wealth Management
California
$265K
NSEDCP
2841
NJ State Employees Deferred Compensation Plan
New Jersey
$265K
KA
2842
Kearns & Associates
California
$265K +$265K +500 New
Parnassus Investments
2843
Parnassus Investments
California
$265K +$265K +500 New
CPA
2844
Cowen Prime Advisors
New York
$265K
KIG
2845
Kessler Investment Group
Indiana
$265K +$1.59K +3 +0.6%
CCA
2846
Cora Capital Advisors
New Jersey
$264K +$264K +498 New
AA
2847
AJ Advisors
Tennessee
$263K +$263K +496 New
WA
2848
Wealthstream Advisors
New York
$263K +$9.01K +17 +4%
IAA
2849
Ironsides Asset Advisors
North Carolina
$262K -$4.77K -9 -2%
FA
2850
Financial Avengers
California
$261K +$530 +1 +0.2%

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.