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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
GF
376
Gabelli Funds
New York
$55.9M -$13.8M -26,115 -20%
CM
377
Cercano Management
Washington
$55.2M +$55.2M +104,185 New
Alyeska Investment Group
378
Alyeska Investment Group
Illinois
$54.5M +$346K +654 +0.6%
EOJOAM
379
E. Ohman J:or Asset Management
Sweden
$54M +$14.7M +27,810 +38%
AAM
380
Abeille Asset Management
France
$53.9M -$270K -510 -0.5%
ADEF
381
Adams Diversified Equity Fund
Maryland
$52.6M
AA
382
Ancora Advisors
Ohio
$52.3M +$4.93M +9,313 +10%
HJGA
383
Hardman Johnston Global Advisors
Connecticut
$52.1M -$3.1M -5,850 -6%
BF
384
BOK Financial
Oklahoma
$51.7M -$618K -1,167 -1%
NP
385
NS Partners
United Kingdom
$51.7M +$630K +1,190 +1%
CA
386
Commerzbank Aktiengesellschaft
Germany
$51.7M -$2.86M -5,397 -5%
Hudson Bay Capital Management
387
Hudson Bay Capital Management
Connecticut
$51.4M +$51.4M +97,000 New
HIMCH
388
Hartford Investment Management Co (HIMCO)
Connecticut
$50.7M -$261K -493 -0.5%
CII
389
Capital International Inc
California
$50.6M -$1.21M -2,282 -2%
PR
390
Payden & Rygel
California
$50.5M +$583K +1,100 +1%
CPSAC
391
Chas P. Smith & Associates (CPS)
Florida
$50.3M +$1.59K +3 +0%
Lido Advisors
392
Lido Advisors
California
$49.6M +$4.8M +9,061 +11%
ZCM
393
Ziegler Capital Management
Illinois
$48.9M -$1.24M -2,337 -2%
Wealthfront Advisers
394
Wealthfront Advisers
California
$48.8M -$2.59M -4,889 -5%
CAI
395
Capital Advisors Inc
Oklahoma
$48.4M +$714K +1,347 +1%
BHC
396
Bowen Hanes & Co
Florida
$48M +$21.2K +40 +0%
CM
397
Castleark Management
Illinois
$47.9M +$12M +22,670 +33%
WFMPM
398
Woodley Farra Manion Portfolio Management
Indiana
$47.5M -$14.7M -27,778 -24%
TAM
399
Todd Asset Management
Kentucky
$46.3M -$368K -694 -0.8%
LIP
400
Liontrust Investment Partners
United Kingdom
$46.1M -$2.91M -5,500 -6%

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.