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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
OAJ
3076
Ogorek Anthony Joseph
New York
$64K
FSWA
3077
Financial Synergies Wealth Advisors
Texas
$62K +$21.7K +41 +54%
PA
3078
PSI Advisors
Florida
$61.3K +$530 +1 +0.9%
GFWA
3079
Grey Fox Wealth Advisors
Delaware
$59.4K +$59.3K +112 New
OBWP
3080
O'Brien Wealth Partners
Massachusetts
$55.7K -$73.1K -138 -57%
BSWA
3081
Bromfield Sneider Wealth Advisors
Massachusetts
$55.7K
HF
3082
Halpern Financial
Virginia
$53K
SC
3083
Solstein Capital
California
$52K -$118K -222 -69%
GJIA
3084
Glass Jacobson Investment Advisors
Maryland
$52K +$51.9K +98 New
RTL
3085
Red Tortoise LLC
Georgia
$51.4K +$51.4K +97 New
Point72 Asset Management
3086
Point72 Asset Management
Connecticut
$50.9K -$92.4M -174,440 -100%
PPWM
3087
PFG Private Wealth Management
Florida
$50K -$2.12K -4 -4%
LFA
3088
Level Financial Advisors
New York
$50K +$2.12K +4 +4%
GIS
3089
Grayhawk Investment Strategies
Alberta, Canada
$49.8K -$31.3K -59 -63%
ST
3090
Sageworth Trust
Pennsylvania
$49K +$5.3K +10 +12%
IWP
3091
IAG Wealth Partners
Wisconsin
$45.6K +$22.2K +42 +95%
EE
3092
EWG Elevate
California
$44.5K +$44.5K +84 New
DFCM
3093
Dark Forest Capital Management
Puerto Rico
$44K +$44K +83 New
CMA
3094
Cedar Mountain Advisors
Oregon
$42.9K
AWM
3095
Align Wealth Management
Oklahoma
$42.9K +$45K +85 New
CWM
3096
CarsonAllaria Wealth Management
Illinois
$42K +$41.8K +79 New
WOSD
3097
WFA of San Diego
California
$41.9K +$41.8K +79 New
BCM
3098
Bourgeon Capital Management
Connecticut
$40.3K +$26.5K +50 +192%
EA
3099
Evolution Advisers
Virginia
$39K
RA
3100
Rise Advisors
New York
$38.1K

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.