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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
LC
3226
Landaas & Company
Wisconsin
-$240K -475 Closed
FAG
3227
Financial Advisory Group
Texas
-$236K -468 Closed
PFS
3228
Physicians Financial Services
North Carolina
-$227K -450 Closed
WFA
3229
West Financial Advisors
Iowa
-$227K -450 Closed
KOC
3230
Koss-Olinger Consulting
Florida
-$223K -442 Closed
EAM
3231
Empirical Asset Management
Massachusetts
-$217K -430 Closed
LRPA
3232
L. Roy Papp & Associates
Arizona
-$216K -428 Closed
ACG
3233
Allen Capital Group
Nebraska
-$214K -424 Closed
SRG
3234
SBB Research Group
Illinois
-$214K -424 Closed
CPSC
3235
Carl P. Sherr & Co
Massachusetts
-$206K -407 Closed
JDR
3236
Jay D. Rosenbaum
-$205K -405 Closed
SWM
3237
Selective Wealth Management
Virginia
-$203K -402 Closed
QC
3238
QCM Cayman
Texas
-$201K -397 Closed
TIM
3239
Tevis Investment Management
Texas
-$183K -362 Closed
AIM
3240
Axiom Investment Management
New York
-$134K -262 Closed
HI
3241
Hudock Inc
Pennsylvania
-$120K -238 Closed
PWC
3242
PYA Waltman Capital
Tennessee
-$103K -204 Closed
MTCM
3243
Mint Tower Capital Management
Netherlands
-$95.9K -181 Closed
EC
3244
Estate Counselors
Wisconsin
-$81K -162 Closed
SAM
3245
Selway Asset Management
-$76K -150 Closed
WWMSC
3246
Wagner Wealth Management (South Carolina)
South Carolina
-$71K -141 Closed
KFAA
3247
Klaas Financial Asset Advisors
Illinois
-$66K -131 Closed
TC
3248
Tacita Capital
Ontario, Canada
-$57K -112 Closed
SPWG
3249
Sage Private Wealth Group
Illinois
-$52K -103 Closed
ODG
3250
O'Dell Group
Ohio
-$35K -69 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.