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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
FWM
2851
ForthRight Wealth Management
Georgia
$260K
EIA
2852
Eldridge Investment Advisors
New Hampshire
$260K +$37.1K +70 +17%
BWM
2853
Benchmark Wealth Management
Connecticut
$260K +$530 +1 +0.2%
BCM
2854
Brainard Capital Management
Texas
$258K +$258K +487 New
WIA
2855
World Investment Advisors
California
$258K -$63K -119 -20%
WFA
2856
Wellspring Financial Advisors
Ohio
$258K
ES
2857
Eagle Strategies
New York
$257K +$257K +485 New
NIMI
2858
Natixis Investment Managers International
France
$257K +$91.1K +172 +55%
NC
2859
NovaPoint Capital
Georgia
$255K
KAM
2860
Kraft Asset Management
Tennessee
$254K
RPCA
2861
Running Point Capital Advisors
California
$254K +$10.6K +20 +4%
BA
2862
Bridge Advisory
California
$253K +$2.12K +4 +0.8%
FPGK
2863
Financial Partners Group (Kansas)
Kansas
$252K +$11.1K +21 +4%
PWW
2864
Pettyjohn Wood & White
Virginia
$252K +$15.9K +30 +7%
CPC
2865
Congress Park Capital
New York
$252K -$23.8K -45 -9%
JWA
2866
JFS Wealth Advisors
Pennsylvania
$252K -$15.4K -29 -6%
MC
2867
Maverick Capital
Texas
$250K +$3.71K +7 +2%
TWP
2868
Tempus Wealth Planning
California
$250K -$43.4K -82 -15%
AA
2869
Alesco Advisors
New York
$250K +$8.47K +16 +4%
TC
2870
Trilogy Capital
California
$249K +$249K +470 New
PWA
2871
PCG Wealth Advisors
Kansas
$249K -$240K -454 -49%
EF
2872
Exeter Financial
Arizona
$248K +$530 +1 +0.2%
CWA
2873
Consilio Wealth Advisors
Washington
$247K +$247K +466 New
MWP
2874
Meridian Wealth Partners
Pennsylvania
$247K +$27K +51 +12%
BFP
2875
Briaud Financial Planning
Texas
$247K -$54K -102 -18%

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.