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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
FDCDDQ
351
Federation des caisses Desjardins du Quebec
Quebec, Canada
$62.7M +$1.22M +2,308 +2%
MIS
352
Morningstar Investment Services
Illinois
$62.4M -$1.66M -3,127 -2%
DSA
353
Davis Selected Advisers
Arizona
$61.6M -$3.29M -6,214 -5%
MCM
354
MAI Capital Management
Ohio
$61.6M +$659K +1,245 +1%
PHS
355
PFM Health Sciences
California
$61.5M +$2.39M +4,513 +4%
FLII
356
First Long Island Investors
New York
$61.5M -$301K -569 -0.5%
Sands Capital Management
357
Sands Capital Management
Virginia
$61.2M -$42.5M -80,209 -41%
BTCPP
358
Border to Coast Pensions Partnership
United Kingdom
$60.5M -$3.71M -7,000 -6%
PCH
359
Polar Capital Holdings
United Kingdom
$60.1M -$23.7M -44,676 -28%
VanEck Associates
360
VanEck Associates
New York
$59.8M +$584K +1,102 +1%
CA
361
Cornerstone Advisors
North Carolina
$59.4M
JAM
362
Jupiter Asset Management
United Kingdom
$59.3M +$41.6M +78,555 +237%
AWM
363
AE Wealth Management
Kansas
$59.3M +$6.64M +12,529 +13%
DILIC
364
Dai-ichi Life Insurance Company
Japan
$59.2M +$23.4M +44,237 +66%
OAM
365
Oppenheimer Asset Management
New York
$59M -$761K -1,437 -1%
NC
366
Nicholas Company
Wisconsin
$59M -$13.2K -25 -0%
IAIM
367
Industrial Alliance Investment Management
Quebec, Canada
$58.9M -$5.56M -10,505 -9%
PCM
368
Polaris Capital Management
Massachusetts
$58.6M +$953K +1,800 +2%
CQS
369
Credential Qtrade Securities
$58.3M +$916K +1,730 +2%
CNB
370
Czech National Bank
Czech Republic
$58M +$369K +696 +0.6%
HPG
371
Harvest Portfolios Group
Ontario, Canada
$57.4M +$57.4M +108,275 New
Jane Street
372
Jane Street
New York
$56.4M -$71.3M -134,543 -56%
BIM
373
Bridges Investment Management
Nebraska
$56.1M -$236K -446 -0.4%
EDRH
374
Edmond de Rothschild Holding
Switzerland
$56M +$11.8M +22,245 +27%
CIP
375
Cornerstone Investment Partners
Georgia
$56M -$486K -917 -0.9%

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.