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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
VIA
526
Vident Investment Advisory
Georgia
$26.8M +$2.21M +4,173 +9%
MPWT
527
MassMutual Private Wealth & Trust
Connecticut
$26.7M +$73.1K +138 +0.3%
SFM
528
Stack Financial Management
Montana
$26.7M +$300K +566 +1%
CCM
529
Cohen Capital Management
California
$26.4M -$712K -1,344 -3%
SPPAM
530
Summit Partners Public Asset Management
Massachusetts
$26.2M +$12M +22,569 +84%
GBA
531
Garrison Bradford & Associates
New York
$26.1M -$866K -1,635 -3%
ACA
532
Aptus Capital Advisors
Alabama
$26M -$287K -541 -1%
API
533
Advisor Partners II
California
$26M +$1.81M +3,415 +7%
MWM
534
Moran Wealth Management
Florida
$26M +$25.9M +48,948 New
LA
535
LBP AM
France
$25.8M +$25.8M +48,669 New
NPPM
536
North Point Portfolio Managers
Ohio
$25.7M +$128K +242 +0.5%
UAM
537
UAS Asset Management
New York
$25.3M +$9.21M +17,381 +57%
PCA
538
Private Capital Advisors
Connecticut
$25.3M
EWA
539
EP Wealth Advisors
California
$25.1M +$1.58M +2,986 +7%
SEM
540
Suncoast Equity Management
Florida
$24.8M -$641K -1,211 -3%
AWS
541
Atria Wealth Solutions
New York
$24.7M +$3M +5,656 +14%
EWA
542
Exencial Wealth Advisors
Oklahoma
$24.6M +$2.89M +5,454 +13%
OMC
543
Overbrook Management Corp
New York
$24.5M +$903K +1,704 +4%
BIAS
544
Beacon Investment Advisory Services
New Jersey
$24.5M -$295K -557 -1%
BCV
545
Banque Cantonale Vaudoise
Switzerland
$24.5M +$13.3M +25,085 +119%
LMIM
546
Lockheed Martin Investment Management
Maryland
$24.4M +$1.04M +1,970 +4%
AssetMark Inc
547
AssetMark Inc
California
$24.3M +$4.15M +7,840 +21%
TTWM
548
TCV Trust & Wealth Management
Virginia
$24.2M -$626K -1,182 -3%
ACIM
549
Azimuth Capital Investment Management
Michigan
$24.2M -$174K -329 -0.7%
CA
550
Callahan Advisors
Texas
$24.1M -$1.2M -2,264 -5%

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.