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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
PP
476
Prudential plc
United Kingdom
$33.2M +$17M +32,037 +105%
AAM
477
Aureus Asset Management
Massachusetts
$32.9M -$573K -1,081 -2%
RT
478
Rockland Trust
Massachusetts
$32.7M -$483K -911 -1%
NA
479
NewEdge Advisors
Louisiana
$32.6M +$6.92M +13,057 +9%
Carson Wealth (CWM LLC)
480
Carson Wealth (CWM LLC)
Nebraska
$32.5M -$1.67M -3,155 -5%
GCC
481
Guardian Capital (Canada)
Ontario, Canada
$32.5M -$538K -1,016 -2%
OC
482
Oppenheimer & Co
New York
$32.2M +$2.52M +4,766 +9%
WP
483
Wedgewood Partners
Missouri
$32.1M -$130K -245 -0.4%
PAM
484
PineStone Asset Management
Quebec, Canada
$32.1M +$32.1M +60,513 New
HIMC
485
Heritage Investors Management Corp
Maryland
$32.1M -$1.07M -2,020 -3%
LSERS
486
Louisiana State Employees Retirement System
Louisiana
$32M +$265K +500 +0.8%
TC
487
TownSquare Capital
Utah
$31.9M +$458K +865 +1%
CNAM
488
Campbell Newman Asset Management
Wisconsin
$31.7M +$231K +436 +0.7%
VC
489
Vestor Capital
Illinois
$31.7M -$379K -716 -1%
ST
490
Sabal Trust
Florida
$31.7M -$504K -951 -2%
SCA
491
Snowden Capital Advisors
New York
$31.5M +$1.37M +2,583 +5%
IMRF
492
Illinois Municipal Retirement Fund
Illinois
$31.2M
FFA
493
First Foundation Advisors
California
$31.1M -$8.25M -15,575 -21%
SAI
494
Systematic Alpha Investments
New Jersey
$30.9M
ONB
495
Old National Bancorp
Indiana
$30.9M -$1.28M -2,417 -4%
FBB
496
Fulton Breakefield Broenniman
Maryland
$30.7M -$5.61M -10,594 -15%
LWCA
497
Locust Wood Capital Advisers
New York
$30.6M -$505K -954 -2%
SAM
498
Shell Asset Management
Netherlands
$30.4M -$6.73M -12,709 -18%
FFN
499
Focus Financial Network
Minnesota
$30.3M +$558K +1,053 +2%
NW
500
NewEdge Wealth
Pennsylvania
$30.3M +$1.17M +2,215 +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.