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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
PIFP
2976
Partners in Financial Planning
Virginia
$207K -$5.3K -10 -2%
WCFA
2977
Walkner Condon Financial Advisors
Wisconsin
$206K +$206K +389 New
JSAM
2978
J. Safra Asset Management
New York
$206K +$96.9K +183 +89%
WCP
2979
Wick Capital Partners
Pennsylvania
$206K +$206K +388 New
WRPWM
2980
Werba Rubin Papier Wealth Management
California
$205K +$206K +388 New
CCP
2981
Clarkston Capital Partners
Michigan
$205K +$204K +386 New
SL
2982
Summitry LLC
California
$205K +$204K +386 New
PHIC
2983
Pine Haven Investment Counsel
Massachusetts
$204K +$204K +385 New
PW
2984
Peninsula Wealth
California
$204K +$203K +384 New
KWM
2985
KFG Wealth Management
Indiana
$204K +$203K +384 New
TCPWM
2986
Traverso Chambers Private Wealth Management
California
$204K +$203K +384 New
AA
2987
Auxano Advisors
Washington
$201K +$201K +380 New
AIIMS
2988
Analyst IMS Investment Management Services
Israel
$201K +$201K +379 New
HP
2989
HealthInvest Partners
Sweden
$201K +$201K +379 New
NAMM
2990
NorthStar Asset Management (Massachusetts)
Massachusetts
$201K +$201K +379 New
GWA
2991
GGM Wealth Advisors
Maryland
$201K -$119K -225 -35%
WA
2992
Wealthstar Advisors
Texas
$200K +$200K +378 New
PFM
2993
Patton Fund Management
Texas
$200K +$200K +378 New
WCWM
2994
Willow Creek Wealth Management
California
$200K +$200K +378 New
WWM
2995
Wolff Wiese Magana
California
$199K -$459K -867 -70%
CM
2996
Cornerstone Management
Georgia
$199K
FCMT
2997
Founders Capital Management (Texas)
Texas
$196K
3IP
2998
3Chopt Investment Partners
Virginia
$194K +$193K +365 New
FFL
2999
Financial Freedom LLC
Ohio
$191K +$191K +360 New
HDIM
3000
Hanson & Doremus Investment Management
Vermont
$188K

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.