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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
AWA
26
Arete Wealth Advisors
Illinois
$2.74B -$103K -194 -4%
UBS AM
27
UBS AM
Illinois
$2.73B +$127M +239,777 +5%
Invesco
28
Invesco
Georgia
$2.59B -$440M -831,376 -15%
Franklin Resources
29
Franklin Resources
California
$2.52B +$49.9M +94,214 +2%
Goldman Sachs
30
Goldman Sachs
New York
$2.49B -$80.9M -152,716 -3%
Jennison Associates
31
Jennison Associates
New York
$2.49B -$34.1M -64,451 -1%
Ameriprise
32
Ameriprise
Minnesota
$2.19B -$276M -520,731 -11%
GQG Partners
33
GQG Partners
Florida
$2.1B +$385M +725,890 +22%
Swiss National Bank
34
Swiss National Bank
Switzerland
$2.02B -$140M -264,065 -6%
Barclays
35
Barclays
United Kingdom
$1.92B +$703M +1,327,564 +58%
Dodge & Cox
36
Dodge & Cox
California
$1.87B -$145M -273,705 -7%
Deutsche Bank
37
Deutsche Bank
Germany
$1.75B +$145M +274,019 +9%
UBS Group
38
UBS Group
Switzerland
$1.75B +$282M +531,784 +19%
American Century Companies
39
American Century Companies
Missouri
$1.72B +$63.7M +120,211 +4%
Amundi
40
Amundi
France
$1.67B +$402M +759,440 +29%
Sumitomo Mitsui Trust Group
41
Sumitomo Mitsui Trust Group
Japan
$1.64B -$5.24M -9,883 -0.3%
TD Asset Management
42
TD Asset Management
Ontario, Canada
$1.58B +$3.3M +6,235 +0.2%
Polen Capital Management
43
Polen Capital Management
Florida
$1.45B -$65.6M -123,918 -4%
CS
44
Credit Suisse
Switzerland
$1.43B -$14.9M -28,132 -1%
T. Rowe Price Investment Management
45
T. Rowe Price Investment Management
Maryland
$1.41B -$53.7M -101,292 -4%
California Public Employees Retirement System
46
California Public Employees Retirement System
California
$1.31B +$179M +338,446 +16%
Canada Pension Plan Investment Board
47
Canada Pension Plan Investment Board
Ontario, Canada
$1.29B -$64.1M -120,997 -5%
Manulife (Manufacturers Life Insurance)
48
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.27B -$13.1M -24,794 -1%
DZ Bank
49
DZ Bank
Germany
$1.23B +$174M +328,027 +16%
Schroder Investment Management Group
50
Schroder Investment Management Group
United Kingdom
$1.22B -$41.4M -78,065 -3%

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.