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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
TI
551
Trexquant Investment
Connecticut
$24.1M +$21M +39,724 +697%
EI
552
Ethic Inc
New York
$24.1M +$590K +1,114 +3%
HW
553
Hancock Whitney
Mississippi
$24M +$8.15M +15,386 +52%
OCAM
554
Onex Canada Asset Management
Ontario, Canada
$24M -$2.84M -5,352 -11%
ACI
555
Alpha Cubed Investments
California
$23.9M +$2.58M +4,879 +12%
CCP
556
Clough Capital Partners
Massachusetts
$23.8M +$12M +22,590 +101%
AC
557
Allstate Corporation
Illinois
$23.7M +$247K +466 +1%
AIM
558
Allstate Investment Management
Illinois
$23.7M +$23.7M +44,714 New
NMERB
559
New Mexico Educational Retirement Board
New Mexico
$23.7M -$1.75M -3,300 -7%
BBA
560
Baader Bank Aktiengesellschaft
Germany
$23.6M +$589K +1,111 +3%
FBA
561
Front Barnett Associates
Illinois
$23.4M -$9.01K -17 -0%
BPWM
562
Badgley Phelps Wealth Managers
Washington
$23.2M +$127K +240 +0.6%
CWM
563
Calamos Wealth Management
Illinois
$23.2M -$181K -342 -0.8%
VAS
564
Vestmark Advisory Solutions
Massachusetts
$23.2M -$503K -950 -2%
LF
565
Longbow Finance
Switzerland
$23.2M +$23.2M +43,715 New
FAB
566
First American Bank
Illinois
$23.1M +$431K +813 +2%
BWFA
567
Baltimore-Washington Financial Advisors
Maryland
$23.1M -$163K -308 -0.7%
BCM
568
Bridgeway Capital Management
Texas
$23M +$2.19M +4,135 +11%
FCH
569
Freestone Capital Holdings
Washington
$22.9M -$960K -1,812 -4%
First Eagle Investment Management
570
First Eagle Investment Management
New York
$22.8M -$12.6M -23,754 -36%
CTA
571
Colonial Trust Advisors
South Carolina
$22.7M -$210K -396 -0.9%
WIM
572
Waverton Investment Management
United Kingdom
$22.6M +$4.36M +8,238 +24%
DBG
573
De Burlo Group
Massachusetts
$22.5M -$1.75M -3,300 -7%
GCM
574
Gladius Capital Management
Illinois
$22.5M +$11.8M +22,231 +110%
HTHT
575
Hemenway Trust Hemenway Trust
New Hampshire
$22.4M -$677K -1,278 -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.