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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
KWMG
701
King Wealth Management Group
Florida
$14.5M -$14.8K -28 -0.1%
TCM
702
Twin Capital Management
Pennsylvania
$14.4M -$449K -847 -3%
SMFG
703
Sumitomo Mitsui Financial Group
Japan
$14.4M -$258K -487 -2%
PTB
704
Pioneer Trust Bank
Oregon
$14.4M -$248K -468 -2%
AF
705
Allworth Financial
California
$14.3M +$251K +474 +2%
CS
706
Comerica Securities
Michigan
$14.3M -$220K -415 -2%
V
707
Veritable
Delaware
$14.2M +$253K +477 +2%
SWM
708
Segment Wealth Management
Texas
$14.2M +$192K +362 +1%
LG
709
Leuthold Group
Minnesota
$14.2M -$331K -625 -2%
LCM
710
Logan Capital Management
Pennsylvania
$14.2M -$342K -646 -2%
TIP
711
Torray Investment Partners
Maryland
$14.1M
CIA
712
CCM Investment Advisers
South Carolina
$14.1M -$698K -1,318 -5%
AUB
713
Atlantic Union Bankshares
Virginia
$14.1M -$824K -1,555 -6%
LNWWM
714
Laird Norton Wetherby Wealth Management
California
$14.1M +$198K +374 +1%
Nomura Holdings
715
Nomura Holdings
Japan
$14M +$400K +755 +3%
TAM
716
Trillium Asset Management
Massachusetts
$14M -$326K -615 -2%
QI
717
QV Investors
Alberta, Canada
$14M -$5.99M -11,305 -30%
CA
718
Cullinan Associates
Kentucky
$14M +$371K +700 +3%
HCA
719
Hyperion Capital Advisors
New York
$13.9M -$2.93M -5,538 -17%
PJSIMP
720
P.J. Schmidt Investment Management (PJS)
Wisconsin
$13.8M -$129K -243 -0.9%
AIP
721
Ameritas Investment Partners
Nebraska
$13.8M -$379K -715 -3%
TPCW
722
TD Private Client Wealth
New York
$13.7M +$2.44M +4,609 +22%
BWM
723
BerganKDV Wealth Management
Minnesota
$13.7M +$116K +219 +0.9%
CM
724
Capula Management
Cayman Islands
$13.7M +$8.46M +15,962 +162%
TAM
725
Tocqueville Asset Management
New York
$13.7M +$2.27M +4,281 +20%

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.