UnitedHealth
UNH
3,111 hedge funds and large institutions have $384B invested in UnitedHealth in 2023 Q1 according to their latest regulatory filings, with 170 funds opening new positions, 1,396 increasing their positions, 1,242 reducing their positions, and 145 closing their positions.
30% more call options, than puts
Call options by funds: $3.97B | Put options by funds: $3.05B
17% more first-time investments, than exits
New positions opened: 170 | Existing positions closed: 145
12% more repeat investments, than reductions
Existing positions increased: 1,396 | Existing positions reduced: 1,242
6.44% more ownership
Funds ownership: 87.79% → 94.23% (+6.4%)
1% less funds holding
Funds holding: 3,158 → 3,111 (-47)
12% less capital invested
Capital invested by funds: $436B → $384B (-$52.3B)
30% less funds holding in top 10
Funds holding in top 10: 587 → 409 (-178)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$1.93B |
| 2 |
T. Rowe Price Investment Management
Baltimore,
Maryland
|
+$883M |
| 3 |
Renaissance Technologies
New York
|
+$440M |
| 4 |
GQG Partners
Ft. Lauderdale,
Florida
|
+$424M |
| 5 |
FCM
Farallon Capital Management
San Francisco,
California
|
+$418M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$1.4B |
| 2 |
JP Morgan Chase
New York
|
-$1.26B |
| 3 |
Capital Research Global Investors
Los Angeles,
California
|
-$1.17B |
| 4 |
Barclays
London,
United Kingdom
|
-$1.03B |
| 5 |
Capital International Investors
Los Angeles,
California
|
-$814M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
RWMH
3251
Riverpoint Wealth Management Holdings
Chicago,
Illinois
| – | -$66.8K | -126 | Closed |
|
3252
Point72 Asset Management
Stamford,
Connecticut
| – | -$46.3K | -96 | Closed |
|
|
EE
3253
EWG Elevate
Roseville,
California
| – | -$44.5K | -84 | Closed |
|
|
WOSD
3254
WFA of San Diego
San Diego,
California
| – | -$41.9K | -79 | Closed |
|
|
FWA
3255
Freedom Wealth Alliance
Brookfield,
Wisconsin
| – | -$31.3K | -59 | Closed |
|
|
QL
3256
Quarry LP
New York
| – | -$26K | -49 | Closed |
|
|
MUMSS
3257
Mitsubishi UFJ Morgan Stanley Securities
Tokyo,
Japan
| – | -$5K | -10 | Closed |
|
UNH Hedge Fund Activity: Q1 2023 in Review
3,111 of the 6,277 institutional investors tracked by Wall St. Rank reported a position in UnitedHealth (UNH) for Q1 2023, worth a combined $384B — down 12% from $436B a quarter earlier.
Buyers outnumbered sellers: 170 funds opened new UNH positions and 145 closed out — a net gain of 25 holders — while 1,396 added to existing stakes and 1,242 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $1.93B. The largest seller was Fidelity Investments, cutting an estimated $1.4B.
- 3,111 institutional investors held UnitedHealth (UNH) as of Q1 2023, down from 3,158 in Q4 2022.
- Funds reported $384B of UnitedHealth stock for Q1 2023, down 12% quarter-over-quarter.
- 170 funds opened new UnitedHealth positions in Q1 2023 and 145 closed out, a net change of +25 holders.
- The largest UnitedHealth buyer in Q1 2023 was Envestnet Asset Management, an estimated $1.93B added.
- The largest UnitedHealth seller in Q1 2023 was Fidelity Investments, an estimated $1.4B sold.
Based on aggregated 13F filings for Q1 2023.