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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
CWM
3151
Cedar Wealth Management
California
$3.18K
SWM
3152
Sanctuary Wealth Management
Idaho
$3.18K +$3.18K +6 New
TWP
3153
TFO Wealth Partners
Ohio
$1.95K -$315K -594 -99%
TCOT
3154
Trust Company of Toledo
Ohio
$1.64K +$45.6K +86 +3%
WIM
3155
Westside Investment Management
California
$1.35K -$71K -134 -5%
Capstone Investment Advisors
3156
Capstone Investment Advisors
New York
$530 +$530 +1 New
ITIM
3157
Indiana Trust & Investment Management
Indiana
$337 +$5.83K +11 +2%
CMP
3158
Coston McIsaac & Partners
Maine
$92
Balyasny Asset Management
3159
Balyasny Asset Management
Illinois
-$159M -299,301 Closed
CA
3160
Capitolis Advisors
New York
-$76.3M -151,067 Closed
MA
3161
MUFG Americas
New York
-$38.3M -75,792 Closed
HM
3162
HealthCor Management
New York
-$31.8M -62,980 Closed
Tudor Investment Corp
3163
Tudor Investment Corp
Connecticut
-$15.9M -30,110 Closed
DCP
3164
Distillate Capital Partners
Illinois
-$15.2M -29,490 Closed
CCMD
3165
Cypress Capital Management (Delaware)
Delaware
-$11.1M -21,963 Closed
TL
3166
Tradewinds LLC
North Carolina
-$10.8M -21,337 Closed
NSLI
3167
Nan Shan Life Insurance
Taiwan
-$10.5M -20,888 Closed
GCM
3168
Gabalex Capital Management
New York
-$10.1M -20,000 Closed
KCM
3169
Kingdon Capital Management
New York
-$9.77M -19,349 Closed
HCM
3170
Highline Capital Management
New York
-$9.33M -18,465 Closed
CAM
3171
Crake Asset Management
United Kingdom
-$8.99M -17,800 Closed
JWM
3172
Jackson Wealth Management
Florida
-$8.84M -17,502 Closed
ECM
3173
Element Capital Management
New York
-$7.72M -15,281 Closed
IHAM
3174
Integral Health Asset Management
New York
-$7.58M -15,000 Closed
SCM
3175
Stamina Capital Management
New York
-$6.57M -13,000 Closed

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.