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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
AC
726
Addenda Capital
Quebec, Canada
$13.6M -$1.12M -2,121 -8%
PWAG
727
Polaris Wealth Advisory Group
California
$13.6M +$4.54M +8,567 +45%
EAMA
728
EFG Asset Management (Americas)
Florida
$13.6M -$1.12M -2,116 -8%
CIS
729
Connors Investor Services
Pennsylvania
$13.5M -$271K -512 -2%
HCM
730
Highlander Capital Management
New Jersey
$13.4M
SAM
731
Sectoral Asset Management
Quebec, Canada
$13.4M -$4.16M -7,850 -24%
MGWM
732
Marks Group Wealth Management
Minnesota
$13.4M +$101K +190 +0.8%
QIM
733
Quest Investment Management
Oregon
$13.3M -$1.47M -2,783 -10%
JCM
734
Jag Capital Management
Missouri
$13.3M -$34.4K -65 -0.3%
BRCM
735
Bright Rock Capital Management
Massachusetts
$13.3M
DLCIG
736
D.L. Carlson Investment Group
New Hampshire
$13.2M -$692K -1,307 -5%
EF
737
Empirical Finance
Pennsylvania
$13.1M +$1.01M +1,907 +8%
MC
738
Muhlenkamp & Co
Pennsylvania
$13.1M +$10.1K +19 +0.1%
ECU
739
Eisler Capital (UK)
United Kingdom
$13M +$3.58M +6,755 +38%
HT
740
Heritage Trust
Oklahoma
$13M -$131K -247 -1%
MWM
741
Meridian Wealth Management
Kentucky
$13M +$806K +1,522 +7%
SAM
742
Smithbridge Asset Management
Pennsylvania
$13M +$4.97M +9,383 +62%
GT
743
Greenleaf Trust
Michigan
$12.9M +$355K +671 +3%
Voloridge Investment Management
744
Voloridge Investment Management
Florida
$12.9M -$48M -90,639 -79%
LOAME
745
Lombard Odier Asset Management (Europe)
United Kingdom
$12.8M -$1.18M -2,236 -8%
SC
746
Scholtz & Company
Connecticut
$12.8M -$307K -579 -2%
TRCT
747
Tower Research Capital (TRC)
New York
$12.8M -$44.5M -84,033 -78%
BCMO
748
Buckingham Capital Management (Ohio)
Ohio
$12.7M -$438K -826 -3%
VWM
749
Venturi Wealth Management
Texas
$12.7M -$1.17M -2,207 -8%
ATPW
750
Ashton Thomas Private Wealth
Arizona
$12.7M +$213K +403 +2%

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.