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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
HWP
3126
Highline Wealth Partners
California
$17K
PS
3127
PayPay Securities
Japan
$15.4K +$15.4K +29 New
NC
3128
NewSquare Capital
Pennsylvania
$14.8K +$5.3K +10 +56%
EL
3129
EMFO LLC
Florida
$13.3K
CIR
3130
Clear Investment Research
Georgia
$13K +$12.7K +24 New
ECM
3131
Everence Capital Management
Indiana
$12.8K +$832K +1,570 +7%
MDCM
3132
Morgan Dempsey Capital Management
Wisconsin
$12.7K
SC
3133
Schubert & Co
Texas
$12.2K +$2.65K +5 +28%
RIM
3134
Ranger Investment Management
Texas
$11.7K
TC
3135
Truvestments Capital
Florida
$11.7K +$3.18K +6 +38%
GWSA
3136
Global Wealth Strategies & Associates
Colorado
$11.1K +$11.1K +21 New
FGAM
3137
Financial Gravity Asset Management
Texas
$10.6K -$6.14M -11,590 -96%
SC
3138
Stephens Consulting
Michigan
$10.6K -$74.2K -140 -88%
SA
3139
SRH Advisors
Kansas
$10K
HWM
3140
HighMark Wealth Management
Minnesota
$9.02K +$2.12K +4 +31%
KSWA
3141
Kathleen S. Wright Associates
Pennsylvania
$9K
LIM
3142
Longfellow Investment Management
Massachusetts
$7.42K -$2.65K -5 -26%
JFG
3143
JDM Financial Group
Texas
$7.42K +$7.42K +14 New
NF
3144
Norwood Financial
Pennsylvania
$7.42K
BWA
3145
Boulder Wealth Advisors
Colorado
$6K +$6.36K +12 New
KC
3146
Knuff & Co
California
$5.83K
MUMSS
3147
Mitsubishi UFJ Morgan Stanley Securities
Japan
$5K
HFS
3148
HBC Financial Services
Washington
$4K
MCM
3149
Magnolia Capital Management
New York
$4K +$4.24K +8 New
BCPWM
3150
Bradley & Co Private Wealth Management
Florida
$3.18K -$33.9K -64 -91%

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.