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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
BCM
3201
Bluefin Capital Management
New York
-$1.36M -2,700 Closed
YIH
3202
Y-Intercept (HK)
Hong Kong
-$1.28M -2,535 Closed
VI
3203
Versor Investments
New York
-$1.05M -2,088 Closed
E
3204
Ergoteles
New York
-$939K -1,860 Closed
OPPTF
3205
OPSEU Pension Plan Trust Fund
Ontario, Canada
-$897K -1,748 Closed
SKK
3206
Shepherd Kaplan Krochuk
Massachusetts
-$817K -1,617 Closed
JWWM
3207
Johnson & White Wealth Management
Pennsylvania
-$733K -1,451 Closed
DF
3208
Donoghue Forlines
Massachusetts
-$666K -1,319 Closed
MF
3209
Magnetar Financial
Illinois
-$666K -1,319 Closed
LP
3210
LMR Partners
United Kingdom
-$664K -1,314 Closed
DA
3211
DSC Advisors
Illinois
-$629K -1,245 Closed
SDWMA
3212
Schneider Downs Wealth Management Advisors
Pennsylvania
-$614K -1,216 Closed
Members Trust
3213
Members Trust
Florida
-$530K -1,050 Closed
SFO
3214
Standard Family Office
South Dakota
-$478K -947 Closed
LP
3215
LGL Partners
Pennsylvania
-$476K -942 Closed
M
3216
Mirova
France
-$453K -897 Closed
GCP
3217
GSA Capital Partners
United Kingdom
-$429K -850 Closed
FTUS
3218
Flow Traders U.S.
New York
-$358K -708 Closed
FWC
3219
First Washington Corp
Washington
-$324K -642 Closed
QP
3220
Quilter Plc
United Kingdom
-$281K -556 Closed
ACK
3221
Andrew C. Karlinski
-$266K -526 Closed
ARIS
3222
Advanced Research Investment Solutions
California
-$255K -505 Closed
SC
3223
Schoolcraft Capital
Colorado
-$250K -495 Closed
PAM
3224
Private Asset Management
California
-$247K -489 Closed
AGA
3225
Accuvest Global Advisors
Utah
-$243K -482 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.