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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
BHWM
3051
Bay Harbor Wealth Management
Maryland
$87K +$3.71K +7 +4%
FRA
3052
Front Row Advisors
California
$86K +$2.65K +5 +3%
GG
3053
Gleason Group
Kentucky
$82.2K +$530 +1 +0.6%
CSPAM
3054
Cary Street Partners Asset Management
Virginia
$81.1K -$17K -32 -17%
AW
3055
Avion Wealth
Texas
$80K
AWM
3056
Accel Wealth Management
Iowa
$77.6K
SJIA
3057
St. James Investment Advisors
New York
$77.4K +$30.7K +58 +66%
RG
3058
Retirement Group
California
$77K
RBC
3059
Roble Belko & Company
Pennsylvania
$77K
MFG
3060
Mendota Financial Group
Wisconsin
$75.3K +$75.2K +142 New
DCM
3061
Dudley Capital Management
Virginia
$72.6K +$72.6K +137 New
CC
3062
Centiva Capital
New York
$71K -$1.21M -2,289 -94%
POIA
3063
Pin Oak Investment Advisors
Texas
$71K
JMF
3064
Johnson Midwest Financial
Iowa
$71K +$38.1K +72 +118%
CSWM
3065
Cassady Schiller Wealth Management
Ohio
$70.5K +$70.5K +133 New
GWMI
3066
Guardian Wealth Management (Illinois)
Illinois
$67.5K
RWMH
3067
Riverpoint Wealth Management Holdings
Illinois
$66.8K +$66.7K +126 New
BAM
3068
Baldrige Asset Management
Pennsylvania
$66K
WOC
3069
West Oak Capital
California
$66K
OA
3070
Operose Advisors
Wisconsin
$65.7K
CTB
3071
Country Trust Bank
Illinois
$64.7K -$549K -1,037 -89%
TLA
3072
Tanglewood Legacy Advisors
Texas
$64.7K +$64.6K +122 New
BAM
3073
Bellevue Asset Management
Washington
$64.2K
DWA
3074
Delos Wealth Advisors
Texas
$64.2K
RWM
3075
Ruedi Wealth Management
Illinois
$64.2K +$64.1K +121 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.