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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
WJWM
451
Williams Jones Wealth Management
New York
$36.6M +$287K +542 +0.8%
PI
452
PFS Investments
Georgia
$36.4M -$903K -1,704 -2%
ERIM
453
Eagle Ridge Investment Management
Connecticut
$36.3M -$417K -788 -1%
MME
454
Meag Munich Ergo
Germany
$36.1M -$1.76M -3,327 -5%
CIC
455
Chilton Investment Company
Connecticut
$36M +$987K +1,864 +3%
MGM
456
Manchester Global Management
United Kingdom
$35.6M +$35.5M +67,083 New
CIP
457
Chartwell Investment Partners
Pennsylvania
$35.4M -$1.45M -2,744 -4%
SF
458
Synovus Financial
Georgia
$35.4M +$351K +663 +1%
VIP
459
Vantage Investment Partners
Missouri
$35.4M +$87.4K +165 +0.2%
PNAA
460
Pictet North America Advisors
Switzerland
$35.3M -$1.69M -3,188 -5%
PI
461
PGGM Investments
Netherlands
$35.3M +$60.4K +114 +0.2%
BCM
462
Bowie Capital Management
Texas
$35.1M +$4M +7,544 +13%
RJT
463
Raymond James Trust
Florida
$35M -$211K -399 -0.6%
MCM
464
Maple Capital Management
Vermont
$34.6M +$119K +224 +0.3%
FT
465
Fiduciary Trust
Massachusetts
$34.6M -$442K -835 -1%
MC
466
Montag & Caldwell
Georgia
$34.5M -$1.01M -1,901 -3%
WB
467
WesBanco Bank
West Virginia
$34.5M +$16.3M +30,796 +90%
CAM
468
ClariVest Asset Management
California
$34.5M -$907K -1,713 -3%
FMII
469
Farmers & Merchants Investments Inc
Nebraska
$34.3M -$609K -1,150 -2%
WA
470
WestEnd Advisors
North Carolina
$34.2M -$2.12M -4,003 -6%
GGS
471
Galvin Gaustad & Stein
Arizona
$33.8M -$1.82M -3,439 -5%
ABC
472
Associated Banc-Corp
Wisconsin
$33.8M -$75.2K -142 -0.2%
AC
473
AltraVue Capital
Washington
$33.7M
IC
474
IEQ Capital
California
$33.6M +$5.45M +10,281 +19%
PTC
475
Petrus Trust Company
Texas
$33.3M +$213K +402 +0.6%

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.