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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
HWA
401
Heritage Wealth Advisors
Virginia
$45.8M +$1.22M +2,303 +3%
WT
402
Whittier Trust
California
$45.7M +$528K +996 +1%
NB
403
Norinchukin Bank
Japan
$45.7M -$8.94M -16,868 -16%
RMDI
404
R.M. Davis Inc
Maine
$45.1M +$3.4M +6,427 +8%
HFS
405
Hantz Financial Services
Michigan
$44.8M +$2.1M +3,969 +5%
Connor, Clark & Lunn Investment Management (CC&L)
406
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$44.8M -$13.3M -25,184 -23%
FA
407
FDx Advisors
Illinois
$44.5M +$260K +491 +0.6%
SCM
408
Silvant Capital Management
Georgia
$44.1M -$5.58M -10,540 -11%
PFM
409
Premier Fund Managers
United Kingdom
$44M
MCM
410
McKinley Capital Management
Alaska
$43.5M -$872K -1,646 -2%
AAM
411
Auxier Asset Management
Oregon
$43.3M -$20.1K -38 -0%
AI
412
Atria Investments
North Carolina
$42.9M -$186K -352 -0.4%
N
413
Natixis
France
$42.7M -$44.2M -83,369 -51%
Rafferty Asset Management
414
Rafferty Asset Management
New York
$42.6M +$16.1M +30,348 +61%
SAM
415
SP Asset Management
California
$42.5M +$148K +279 +0.3%
IMPI
416
Ilmarinen Mutual Pension Insurance
Finland
$42.3M +$42.2M +79,700 New
VCM
417
Vigilant Capital Management
Maine
$42.2M -$1.23M -2,321 -3%
FFM
418
Fullerton Fund Management
Singapore
$42.1M -$7.19M -13,581 -15%
SAM
419
Securian Asset Management
Minnesota
$41.9M +$692K +1,306 +2%
PIM
420
Provident Investment Management
Michigan
$41.8M -$755K -1,426 -2%
SDIC
421
South Dakota Investment Council
South Dakota
$41.7M -$1.96M -3,706 -5%
Group One Trading
422
Group One Trading
Illinois
$41.7M +$1.56M +2,940 +4%
SI
423
Stephens Inc
Arkansas
$41.6M +$1.94M +3,654 +5%
SC
424
Samlyn Capital
New York
$41.4M -$9.29M -17,531 -18%
FLPIM
425
F.L. Putnam Investment Management
Massachusetts
$41.3M +$165K +312 +0.4%

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.