We are live on ! Find out more
UNH icon

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
Eagle Capital Management (New York)
51
Eagle Capital Management (New York)
New York
$1.16B -$385M -726,183 -25%
Massachusetts Financial Services
52
Massachusetts Financial Services
Massachusetts
$1.09B +$220M +415,729 +25%
HSBC Holdings
53
HSBC Holdings
United Kingdom
$1.09B +$490M +924,167 +81%
Fiera Capital (Canada)
54
Fiera Capital (Canada)
Quebec, Canada
$1.08B -$29M -54,747 -3%
VOYA Investment Management
55
VOYA Investment Management
Georgia
$1.07B +$117M +221,776 +12%
Stifel Financial
56
Stifel Financial
Missouri
$1.05B -$1.79M -3,378 -0.2%
Ensign Peak Advisors
57
Ensign Peak Advisors
Utah
$1.04B +$38.5M +72,704 +4%
New York State Common Retirement Fund
58
New York State Common Retirement Fund
New York
$1.02B +$1.83M +3,459 +0.2%
Arrowstreet Capital
59
Arrowstreet Capital
Massachusetts
$1.01B -$282M -531,832 -22%
Brown Advisory
60
Brown Advisory
Maryland
$999M -$124M -233,640 -11%
Bank of Montreal
61
Bank of Montreal
Ontario, Canada
$982M +$193M +365,031 +25%
RJA
62
Raymond James & Associates
Florida
$970M +$11M +20,785 +1%
PI
63
Putnam Investments
Massachusetts
$949M -$20.8M -39,354 -2%
Nordea Investment Management
64
Nordea Investment Management
Sweden
$883M +$20.9M +39,461 +2%
Bessemer Group
65
Bessemer Group
New Jersey
$876M -$6.94M -13,094 -0.8%
Principal Financial Group
66
Principal Financial Group
Iowa
$875M -$8.73M -16,488 -1%
California State Teachers Retirement System (CalSTRS)
67
California State Teachers Retirement System (CalSTRS)
California
$861M +$10.1M +19,000 +1%
RhumbLine Advisers
68
RhumbLine Advisers
Massachusetts
$857M +$37.5M +70,805 +5%
Fidelity International
69
Fidelity International
Bermuda
$839M -$65.5M -123,673 -7%
Boston Partners
70
Boston Partners
Massachusetts
$830M -$21.8M -41,128 -3%
Macquarie Group
71
Macquarie Group
Australia
$824M -$26.9M -50,705 -3%
Prudential Financial
72
Prudential Financial
New Jersey
$808M +$13.3M +25,053 +2%
Envestnet Asset Management
73
Envestnet Asset Management
Illinois
$802M +$12.3M +23,179 +2%
First Manhattan
74
First Manhattan
New York
$802M -$11.9M -22,373 -1%
Citigroup
75
Citigroup
New York
$790M +$159M +300,658 +25%

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.