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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
LFA
2926
Landmark Financial Advisors
Kentucky
$226K
WAM
2927
Wolverine Asset Management
Illinois
$226K -$7.27M -13,732 -97%
JTWM
2928
Jackson Thornton Wealth Management
Alabama
$226K -$32.3K -61 -13%
SAM
2929
Summit Asset Management
Tennessee
$226K
AFWM
2930
AMJ Financial Wealth Management
Virginia
$225K
P
2931
Palladiem
Pennsylvania
$225K
MS
2932
Madden Securities
Texas
$224K
JWS
2933
Juncture Wealth Strategies
Arizona
$224K +$224K +423 New
RF
2934
Rollins Financial
Georgia
$224K +$224K +422 New
RFP
2935
Roth Financial Partners
Texas
$223K -$45.6K -86 -17%
TFG
2936
Tilson Financial Group
New Jersey
$223K +$222K +420 New
FWMM
2937
Foundation Wealth Management (Missouri)
Missouri
$222K +$221K +418 New
MAM
2938
Milestone Asset Management
Pennsylvania
$222K +$242K +456 New
CF
2939
Corrigan Financial
Rhode Island
$221K -$12.7K -24 -5%
PWLP
2940
Prio Wealth Limited Partnership
Massachusetts
$221K -$33.9K -64 -13%
SSW
2941
Smith Shellnut Wilson
Mississippi
$221K
OFW
2942
Omnia Family Wealth
Florida
$219K
CPG
2943
Cornerstone Planning Group
New Jersey
$219K +$240K +453 New
MWA
2944
MFA Wealth Advisors
Pennsylvania
$219K
OBGC
2945
O'Brien Greene & Co
Pennsylvania
$219K -$559K -1,056 -72%
HIS
2946
Harvest Investment Services
Illinois
$218K -$7.95K -15 -4%
VFP
2947
Verus Financial Partners
Virginia
$218K -$20.1K -38 -8%
CDIA
2948
Capital Directions Investment Advisors
Georgia
$217K +$217K +410 New
RW
2949
Reframe Wealth
Virginia
$217K +$217K +410 New
WF
2950
Wayfinding Financial
Washington
$217K -$38.7K -73 -13%

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.