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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
FWA
3001
FSC Wealth Advisors
New York
$186K -$9.01K -17 -5%
YAL
3002
Your Advocates Ltd
Texas
$186K
FCA
3003
Fortis Capital Advisors
Kansas
$182K +$182K +343 New
DCBT
3004
Dakota Community Bank & Trust
North Dakota
$180K
CWM
3005
Compass Wealth Management
Connecticut
$176K +$176K +332 New
TIM
3006
Tortoise Investment Management
New York
$172K -$188K -355 -52%
LS
3007
Leelyn Smith
Illinois
$168K +$23.8K +45 +17%
TCM
3008
Tradewinds Capital Management
Washington
$168K +$13.2K +25 +9%
FPB
3009
First PREMIER Bank
South Dakota
$165K +$24.9K +47 +18%
TFA
3010
Transamerica Financial Advisors
Florida
$164K -$6.36K -12 -4%
WAS
3011
Winch Advisory Services
Wisconsin
$164K +$20.7K +39 +14%
HBT
3012
Hills Bank & Trust
Iowa
$160K +$7.95K +15 +5%
BCMLT
3013
Beacon Capital Management LLC (Tennessee)
Tennessee
$156K +$68.3K +129 +78%
MLA
3014
MB, Levis & Associates
Pennsylvania
$155K +$155K +292 New
TFGT
3015
TS Financial Group (TSFG)
Illinois
$154K -$7.95K -15 -5%
PWS
3016
Paragon Wealth Strategies
Florida
$149K -$76.3K -144 -34%
RP
3017
Rowlandmiller & Partners
Georgia
$148K
BHWM
3018
Beaird Harris Wealth Management
Texas
$146K +$93.2K +176 +176%
OLVIG
3019
Oliver Lagore Vanvalin Investment Group
Michigan
$142K +$4.24K +8 +3%
MAWCM
3020
Mine & Arao Wealth Creation & Management
California
$136K
NMG
3021
New Millennium Group
Utah
$135K -$19.1K -36 -12%
BCM
3022
Barometer Capital Management
Ontario, Canada
$133K -$14.9M -28,052 -99%
AWM
3023
Activest Wealth Management
Florida
$129K +$54K +102 +72%
TFM
3024
TFC Financial Management
Massachusetts
$129K -$5.3K -10 -4%
TCWA
3025
Ten Capital Wealth Advisors
Washington
$129K -$37.6K -71 -23%

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.