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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
Daiwa Securities Group
301
Daiwa Securities Group
Japan
$82M +$5.62M +10,609 +7%
AL
302
Appaloosa LP
New Jersey
$79.5M
MCM
303
Marsico Capital Management
Colorado
$79.3M +$6.66M +12,578 +9%
UB
304
UMB Bank
Missouri
$78.5M -$1.19M -2,242 -1%
VMPIC
305
Varma Mutual Pension Insurance Co
Finland
$77.9M +$1.74M +3,280 +2%
JHP
306
James Hambro & Partners
United Kingdom
$77.5M -$3.86M -7,289 -5%
AIMCA
307
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$76.6M -$25.2M -47,567 -25%
VDI
308
Vaughan David Investments
Illinois
$76.1M -$766K -1,447 -1%
Mercer Global Advisors
309
Mercer Global Advisors
Colorado
$76M +$3.48M +6,561 +5%
ERSOT
310
Employees Retirement System of Texas
Texas
$75.9M +$1.32M +2,492 +2%
SOADOR
311
State of Alaska Department of Revenue
Alaska
$75.8M +$1.7M +3,202 +2%
Comerica Bank
312
Comerica Bank
Texas
$75.7M -$821K -1,550 -1%
UCFA
313
United Capital Financial Advisors
Texas
$75.5M +$284K +537 +0.4%
BBVA
314
Banco Bilbao Vizcaya Argentaria
Spain
$74.8M +$32M +60,429 +75%
MOACM
315
Mutual of America Capital Management
New York
$74.5M +$1.91M +3,607 +3%
Federated Hermes
316
Federated Hermes
Pennsylvania
$73.9M -$4.55M -8,581 -6%
NYLIM
317
New York Life Investment Management
New York
$73.7M -$73.6K -139 -0.1%
SLAM
318
Swiss Life Asset Management
$73.3M -$922K -1,741 -1%
PCM
319
Palouse Capital Management
Washington
$73.2M -$273K -515 -8%
CG
320
Colony Group
Massachusetts
$72.8M +$3.43M +6,476 +5%
EAM
321
Erste Asset Management
Austria
$72.6M +$2.67M +5,038 +4%
LFDLE
322
La Financiere de L'Echiquier
France
$72.6M +$18.9M +35,656 +35%
Cambridge Investment Research Advisors
323
Cambridge Investment Research Advisors
Iowa
$72.1M -$15.9K -30 -0%
CT
324
Cambridge Trust
Massachusetts
$70.9M -$1.1M -2,080 -2%
FCI
325
Financial Counselors Inc
Kansas
$70.8M +$1.49M +2,813 +2%

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.