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
IRC
3101
Investors Research Corp
Georgia
$37.6K +$12.7K +24 +51%
BC
3102
Belmont Capital
California
$36K
Baillie Gifford & Co
3103
Baillie Gifford & Co
United Kingdom
$35.5K
DF
3104
DecisionPoint Financial
Arizona
$35K +$35K +66 New
BA
3105
Bellwether Advisors
Nebraska
$34.5K -$28.1K -53 -45%
TAM
3106
Tucker Asset Management
Colorado
$33.9K
SCA
3107
Stuart Chaussee & Associates
California
$32.3K
BBPWM
3108
Blue Bell Private Wealth Management
Pennsylvania
$31.8K
CWM
3109
Cranbrook Wealth Management
Michigan
$31.8K
FWA
3110
Freedom Wealth Alliance
Wisconsin
$31.3K +$31.3K +59 New
DMKJ
3111
David M. Knott Jr
$30K
AFS
3112
Annapolis Financial Services
Maryland
$29.2K -$23.3K -44 -44%
PK
3113
Pflug Koory
Nebraska
$28K
CCC
3114
Chelsea Counsel Company
California
$26.5K +$26.5K +50 New
PP
3115
Pacifica Partners
Canada
$26.1K
QL
3116
Quarry LP
New York
$26K +$26K +49 New
TF
3117
TimeScale Financial
Massachusetts
$24.7K
KFS
3118
Kelly Financial Services
Massachusetts
$23.2K
DWMG
3119
DB Wealth Management Group
California
$23.1K +$530 +1 +2%
GAG
3120
Goodman Advisory Group
Massachusetts
$23K
CWA
3121
Carolina Wealth Advisors
South Carolina
$22K
MYAM
3122
Meiji Yasuda Asset Management
Japan
$20.9K +$725K +1,369 +4%
TC
3123
Trust Company
Kansas
$19K -$33.4K -63 -64%
IA
3124
IFS Advisors
Kansas
$17.8K
CCMI
3125
Creative Capital Management Investments
California
$17K +$17K +32 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.