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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
NCM
576
Narwhal Capital Management
Georgia
$22.4M +$375K +707 +2%
RBCM
577
Raub Brock Capital Management
California
$22.4M -$3.78M -7,136 -14%
BAMCO Inc
578
BAMCO Inc
New York
$22.4M +$1.41M +2,654 +7%
PMAM
579
Picton Mahoney Asset Management
Ontario, Canada
$22.3M -$233K -439 -1%
WTC
580
WhitTier Trust Company
Nevada
$22.3M +$27K +51 +0.1%
CAC
581
Core Alternative Capital
Georgia
$22.2M +$2.63M +4,959 +13%
MCM
582
Mill Capital Management
North Carolina
$22M +$185K +350 +0.8%
CFG
583
Citizens Financial Group
Rhode Island
$21.9M -$830K -1,567 -4%
BFG
584
Bleakley Financial Group
New Jersey
$21.7M +$21.7M +41,010 New
PAI
585
Pittenger & Anderson Inc
Nebraska
$21.7M +$494K +932 +2%
VI
586
Vestcor Inc
New Brunswick, Canada
$21.7M +$45.6K +86 +0.2%
AAM
587
Advisors Asset Management
Colorado
$21.7M -$505K -954 -2%
AR
588
Advisory Research
Illinois
$21.4M -$179K -337 -0.8%
NCM
589
Novare Capital Management
North Carolina
$21.4M -$337K -636 -2%
DT
590
Diversified Trust
Tennessee
$21.4M +$825K +1,557 +4%
CGH
591
Crossmark Global Holdings
Texas
$21.3M +$206K +389 +1%
AC
592
Armistice Capital
New York
$21.2M +$8.48M +16,000 +67%
CLOS
593
Compagnie Lombard Odier SCmA
Switzerland
$21.1M +$18.8M +35,518 +829%
EARNEST Partners
594
EARNEST Partners
Georgia
$21.1M -$530 -1 -0%
JA
595
JLB & Associates
Michigan
$20.9M -$154K -291 -0.7%
PAS
596
Park Avenue Securities
New York
$20.9M +$898K +1,696 +5%
PAIM
597
Punch & Associates Investment Management
Minnesota
$20.6M +$222K +419 +1%
EGA
598
Eagle Global Advisors
Texas
$20.6M -$29.7K -56 -0.1%
ELC
599
Edgar Lomax Company
Virginia
$20.5M -$124K -235 -0.6%
FNBT
600
FineMark National Bank & Trust
Florida
$20.5M +$14.3K +27 +0.1%

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.