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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
MWP
2876
Meredith Wealth Planning
Illinois
$247K +$247K +466 New
FWM
2877
FMB Wealth Management
California
$247K +$246K +465 New
IAG
2878
Investment Advisory Group
Massachusetts
$246K
LAM
2879
Lifestyle Asset Management
Texas
$245K +$245K +463 New
BWM
2880
BlackDiamond Wealth Management
New York
$245K +$24.4K +46 +10%
HBWM
2881
Hollow Brook Wealth Management
New York
$245K +$25.4K +48 +12%
AFAS
2882
Acorn Financial Advisory Services
Virginia
$244K +$10.1K +19 +4%
EMFAT
2883
Emerald Mutual Fund Advisers Trust
Pennsylvania
$244K -$42.9K -81 -15%
FWM
2884
Focused Wealth Management
New York
$244K +$56.7K +107 +30%
LF
2885
LifeSteps Financial
California
$243K
JC
2886
Jacobs & Co
California
$243K
BWAM
2887
Boyd Watterson Asset Management
Ohio
$243K +$243K +458 New
KIG
2888
Kennedy Investment Group
New Jersey
$243K +$243K +458 New
MF
2889
Manchester Financial
California
$242K -$7.42K -14 -3%
ODIJL
2890
One Day In July LLC
Vermont
$242K -$7.95K -15 -3%
TI
2891
TTP Investments
California
$242K -$1.59K -3 -0.7%
DI
2892
Diligent Investors
California
$242K +$5.3K +10 +2%
BC
2893
Bridgefront Capital
Texas
$242K +$242K +456 New
IWN
2894
Independent Wealth Network
Iowa
$241K -$24.9K -47 -9%
WCG
2895
Weaver Consulting Group
California
$241K +$1.59K +3 +0.7%
NAM
2896
NTV Asset Management
West Virginia
$241K +$17K +32 +8%
AWM
2897
Aberdeen Wealth Management
Illinois
$241K
W
2898
Wealthquest
Ohio
$241K -$8.47K -16 -3%
EWM
2899
EPG Wealth Management
Georgia
$241K -$5.83K -11 -2%
PCOC
2900
Power Corp of Canada
Canada
$240K

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.