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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
WSTAM
676
Wilbanks Smith & Thomas Asset Management
Virginia
$15.7M +$289K +546 +2%
BOTW
677
Bank of the West
California
$15.6M -$479K -905 -3%
AAS
678
Avantax Advisory Services
Texas
$15.6M +$2.5M +4,718 +19%
BMCM
679
Bryn Mawr Capital Management
Pennsylvania
$15.6M +$9.41M +17,769 +152%
OA
680
Oxbow Advisors
Texas
$15.6M -$4.57M -8,631 -23%
CL
681
CIM LLC
New York
$15.6M -$283K -535 -2%
NMIMC
682
Northwestern Mutual Investment Management Company
Wisconsin
$15.5M -$2.89M -5,458 -16%
MC
683
Middleton & Co
Massachusetts
$15.4M -$616K -1,162 -4%
JFG
684
Jefferies Financial Group
New York
$15.4M +$15.3M +28,977 New
HSA
685
HBK Sorce Advisory
Pennsylvania
$15.3M +$7.39M +13,960 +94%
MGP
686
Metis Global Partners
California
$15.3M +$6.41M +12,101 +72%
JMFC
687
J.M. Forbes & Co
Massachusetts
$15.2M -$38.1K -72 -0.3%
RRAM
688
River Road Asset Management
Kentucky
$15.1M -$855K -1,615 -5%
AMI
689
Amica Mutual Insurance
Rhode Island
$15.1M
HCM
690
Hilton Capital Management
New York
$15.1M
ACM
691
Aquatic Capital Management
Illinois
$14.9M +$14.9M +28,100 New
SPC
692
Sigma Planning Corp
Michigan
$14.9M -$1.13M -2,128 -7%
WS
693
Wedbush Securities
California
$14.8M +$574K +1,083 +4%
ATC
694
Argent Trust Co
Tennessee
$14.7M -$495K -935 -3%
PHP
695
Parkman Healthcare Partners
Connecticut
$14.7M +$53.5K +101 +0.4%
CK
696
Cohen Klingenstein
New York
$14.7M
LFAS
697
Level Four Advisory Services
Texas
$14.7M +$1.78M +3,351 +14%
BIM
698
Bridgecreek Investment Management
Oklahoma
$14.7M -$204K -385 -1%
CCM
699
Copeland Capital Management
Pennsylvania
$14.6M -$1.13M -2,130 -7%
GVAG
700
Great Valley Advisor Group
Delaware
$14.6M +$18K +34 +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.