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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
TPSF
326
Texas Permanent School Fund
Texas
$70.4M +$213K +402 +0.3%
KAS
327
Kestra Advisory Services
Texas
$70.2M +$2.1M +3,964 +3%
WorldQuant Millennium Advisors
328
WorldQuant Millennium Advisors
New York
$69.9M +$36.2M +68,248 +107%
MML Investors Services
329
MML Investors Services
Massachusetts
$69.5M +$1.47M +2,776 +2%
BFS
330
Bradley Foster & Sargent
Connecticut
$69.4M +$590K +1,114 +0.9%
TF
331
TIAA FSB
Florida
$68.2M +$2.62M +4,952 +4%
YCM
332
Yousif Capital Management
Michigan
$68.1M +$896K +1,691 +1%
ZIM
333
Zacks Investment Management
Illinois
$67.7M +$9.53M +17,983 +16%
USAA
334
United Services Automobile Association
Texas
$67.2M -$1.15M -2,173 -2%
Thrivent Financial for Lutherans
335
Thrivent Financial for Lutherans
Minnesota
$66.9M +$7.82M +14,766 +13%
QC
336
Quadrature Capital
United Kingdom
$66.7M +$44.3M +83,548 +198%
CB
337
Commerce Bank
Missouri
$66.3M +$2.32M +4,382 +4%
NLGIA
338
Nippon Life Global Investors Americas
New York
$66.3M +$42.4K +80 +0.1%
C
339
Consulta
United Kingdom
$66.3M +$25.2M +47,500 +61%
BCWM
340
Bartlett & Co Wealth Management
Ohio
$65.7M +$1.74M +3,294 +3%
BC
341
Bartlett & Co
Ohio
$65.7M +$1.74M +3,294 +3%
SPIA
342
Steward Partners Investment Advisory
New York
$65.5M +$1.45M +2,740 +2%
MMH
343
Menora Mivtachim Holdings
Israel
$65.2M +$65.2M +123,000 New
CAN
344
Cetera Advisor Networks
California
$64.8M +$21.5M +40,519 +50%
OWP
345
Obermeyer Wealth Partners
Colorado
$63.9M -$809K -1,527 -1%
CW
346
Connectus Wealth
Ohio
$63.9M -$928K -1,752 -1%
CFB
347
Cullen/Frost Bankers
Texas
$63.6M +$7M +13,210 +12%
MAM
348
Martingale Asset Management
Massachusetts
$63.4M -$5.86M -11,057 -8%
BMSSC
349
B. Metzler seel. Sohn & Co
Germany
$62.9M +$7.33M +13,830 +13%
CPC
350
Cookson Peirce & Co
Pennsylvania
$62.7M +$1.22M +2,303 +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.