We are live on ! Find out more
UNH icon

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
VIA
3026
Virtus Investment Advisers
Connecticut
$129K
TCM
3027
TD Capital Management
Tennessee
$127K
DI
3028
Disciplined Investments
Oklahoma
$126K -$45K -85 -26%
LWA
3029
Lowe Wealth Advisors
Maryland
$123K -$21.2K -40 -15%
CH
3030
Canton Hathaway
Rhode Island
$122K
AA
3031
Addison Advisors
Vermont
$120K -$14.3K -27 -11%
MFT
3032
Moisand Fitzgerald Tamayo
Florida
$119K +$54.6K +103 +85%
MIHAS
3033
Maj Invest Holding A/S
Denmark
$118K +$118K +222 New
NSB
3034
Norway Savings Bank
Maine
$118K
FCG
3035
Financial Connections Group
California
$113K
HC
3036
Hoese & Co
Minnesota
$108K -$7.42K -14 -7%
Q
3037
QVR
California
$107K -$1.1M -2,080 -91%
AWM
3038
Abound Wealth Management
Tennessee
$107K -$24.9K -47 -19%
CWA
3039
Clearview Wealth Advisors
Oregon
$104K +$4.24K +8 +4%
GMA
3040
Glassy Mountain Advisors
Maryland
$103K +$103K +195 New
TJHA
3041
Thomas J. Herzfeld Advisors
Florida
$103K -$15.9K -30 -13%
DAM
3042
Delta Asset Management
Tennessee
$100K +$100K +189 New
CHA
3043
Carmichael Hill & Associates
Maryland
$98.2K -$7.95K -15 -8%
WAM
3044
WFA Asset Management
Wisconsin
$96.3K -$93.2K -176 -49%
CFG
3045
CKW Financial Group
Hawaii
$93K -$13.2K -25 -13%
BI
3046
Bramshill Investments
Florida
$92.4K +$104K +197 New
RFA
3047
Register Financial Advisors
Georgia
$90.5K +$90.6K +171 New
KIA
3048
Kraematon Investment Advisors
Massachusetts
$89.7K +$89.5K +169 New
SGC
3049
Slocum, Gordon & Co
Rhode Island
$89.1K +$89K +168 New
LFA
3050
Legend Financial Advisors
Pennsylvania
$88K +$49.3K +93 +127%

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.