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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
HI
751
Hendershot Investments
Virginia
$12.6M -$120K -227 -0.9%
GWP
752
Gateway Wealth Partners
Wisconsin
$12.6M +$12.5M +23,679 New
VLKIM
753
Van Lanschot Kempen Investment Management
Netherlands
$12.4M +$11.8M +22,349 +1,990%
GC
754
Grimes & Company
Massachusetts
$12.3M +$21.7K +41 +0.2%
Wealth Enhancement Advisory Services
755
Wealth Enhancement Advisory Services
Minnesota
$12.3M +$13.1M +24,638 +3,683%
HVIA
756
Hudson Valley Investment Advisors
New York
$12.2M +$81K +153 +0.7%
OIA
757
OneDigital Investment Advisors
Kansas
$12.2M +$5.28M +9,968 +76%
SWS
758
SYSTM Wealth Solutions
Illinois
$12.2M +$12.2M +22,941 New
BAM
759
Bell Asset Management
Australia
$12.1M -$1.75M -3,307 -13%
Pacer Advisors
760
Pacer Advisors
Pennsylvania
$12.1M +$10.5M +19,744 +647%
MYLI
761
Meiji Yasuda Life Insurance
Japan
$12.1M +$1.41M +2,654 +13%
SG
762
Stonnington Group
California
$12M -$591K -1,116 -4%
LGF
763
LGT Group Foundation
Liechtenstein
$12M +$8.01M +15,116 +200%
FNFDCM
764
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$12M +$13.8K +26 +0.1%
SYBT
765
Stock Yards Bank & Trust
Kentucky
$12M +$39.2K +74 +0.3%
GL
766
Governors Lane
New York
$12M -$9.75M -18,400 -45%
GT
767
Glenview Trust
Kentucky
$12M +$320K +604 +3%
MFAM
768
Motley Fool Asset Management
Virginia
$11.9M -$634K -1,196 -5%
CWP
769
Cyndeo Wealth Partners
Florida
$11.9M +$11.8M +22,359 New
GIM
770
Goelzer Investment Management
Indiana
$11.8M -$208K -393 -2%
MWM
771
Mission Wealth Management
California
$11.8M +$515K +973 +5%
CT
772
Coastline Trust
Rhode Island
$11.7M +$1.88M +3,557 +19%
MAM
773
Morse Asset Management
Connecticut
$11.7M -$212K -400 -2%
1CP
774
11 Capital Partners
Connecticut
$11.7M -$1.41M -2,664 -11%
LOPW
775
Live Oak Private Wealth
North Carolina
$11.7M -$50.3K -95 -0.4%

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.