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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
PCWA
2901
Pacific Capital Wealth Advisors
California
$240K +$240K +453 New
LFGO
2902
Legacy Financial Group (Oklahoma)
Oklahoma
$239K +$239K +451 New
SAMT
2903
Select Asset Management & Trust
Pennsylvania
$239K
OCM
2904
Orser Capital Management
Texas
$239K
LWANC
2905
Laurel Wealth Advisors (North Carolina)
North Carolina
$237K
FPCM
2906
Financial Partners Capital Management
New York
$237K
FWI
2907
Facet Wealth Inc
Maryland
$237K +$254K +479 New
ACM
2908
AUA Capital Management
Pennsylvania
$236K
ZF
2909
Zhang Financial
Michigan
$236K +$24.9K +47 +12%
CWM
2910
Cabot Wealth Management
Massachusetts
$235K -$587K -1,109 -71%
FNA
2911
First National Advisers
Nebraska
$235K -$5.3K -10 -2%
ME
2912
McIlrath & Eck
Washington
$234K +$4.77K +9 +2%
RIM
2913
Rockbridge Investment Management
New York
$234K +$10.1K +19 +4%
HFS
2914
Howard Financial Services
Texas
$233K +$233K +440 New
PFWA
2915
Paces Ferry Wealth Advisors
Georgia
$232K -$16.4K -31 -7%
AIM
2916
Arcadia Investment Management
Michigan
$231K +$209K +394 +961%
TCM
2917
True Capital Management
California
$230K +$230K +435 New
RIP
2918
RAM Investment Partners
Washington
$230K +$230K +434 New
KC
2919
Kinloch Capital
Virginia
$230K
RWML
2920
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$229K -$6.36K -12 -3%
ACM
2921
Academy Capital Management
Texas
$229K
HCM
2922
Hutner Capital Management
Vermont
$229K
KWS
2923
Keystone Wealth Services
California
$228K +$4.77K +9 +2%
EWM
2924
Edge Wealth Management
New York
$228K +$229K +433 New
GHA
2925
Granite Harbor Advisors
Texas
$227K +$227K +429 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.