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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
NCM
2951
Noesis Capital Mangement
Florida
$217K +$6.36K +12 +3%
SCA
2952
Southern Capital Advisors
Tennessee
$216K +$4.24K +8 +2%
CAM
2953
Claret Asset Management
Quebec, Canada
$216K +$4.77K +9 +2%
GA
2954
Greenspring Advisors
Maryland
$215K -$51.4K -97 -19%
IIA
2955
Integral Investment Advisors
California
$215K
OCM
2956
Orion Capital Management
California
$215K +$36K +68 +20%
OHIS
2957
Oak Harvest Investment Services
Texas
$214K -$4.24K -8 -2%
VFG
2958
V2 Financial group
Illinois
$214K
1WM
2959
1900 Wealth Management
Texas
$213K +$2.12K +4 +1%
SW
2960
Simplicity Wealth
New Jersey
$213K +$212K +401 New
OKSA
2961
O'Keefe Stevens Advisory
New York
$212K -$52.4K -99 -20%
GD
2962
Grandfield & Dodd
New York
$212K
KBFS
2963
Kohmann Bosshard Financial Services
Ohio
$212K
MFS
2964
Mirabella Financial Services
United Kingdom
$212K +$212K +400 New
HG
2965
Harbor Group
New Hampshire
$211K +$211K +398 New
AFS
2966
Axiom Financial Strategies
Indiana
$210K -$10.1K -19 -5%
HAC
2967
Harbor Advisory Corp
New Hampshire
$210K -$4.77K -9 -2%
OSNBOA
2968
Old Second National Bank of Aurora
Illinois
$210K +$10.1K +19 +5%
LSA
2969
Lion Street Advisors
Texas
$210K +$20.7K +39 +9%
SWM
2970
Shakespeare Wealth Management
Wisconsin
$210K +$209K +395 New
OW
2971
Olistico Wealth
Oklahoma
$209K +$209K +394 New
NA
2972
Nottingham Advisors
New York
$208K +$208K +393 New
NIC
2973
Northwest Investment Counselors
Oregon
$208K
FFA
2974
Fairfield Financial Advisors
Massachusetts
$208K +$170K +320 +444%
BF
2975
Brogan Financial
Tennessee
$208K +$208K +392 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.