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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
GFA
776
Gifford Fong Associates
California
$11.7M
AAP
777
Aristotle Atlantic Partners
Florida
$11.6M -$1.06K -2 -0%
1IA
778
1834 Investment Advisors
Wisconsin
$11.6M -$378K -713 -3%
RC
779
Roundview Capital
New Jersey
$11.6M +$242K +457 +2%
SCA
780
Stonebridge Capital Advisors
Minnesota
$11.6M +$193K +365 +2%
LIM
781
Leavell Investment Management
Alabama
$11.5M +$31.8K +60 +0.3%
QCM
782
Quantinno Capital Management
New York
$11.4M +$2.08M +3,932 +22%
KFS
783
Kurt F. Somerville
$11.4M +$101K +190 +0.9%
MCM
784
Makena Capital Management
California
$11.4M -$2.59M -4,892 -19%
CBT
785
Central Bank & Trust
Kentucky
$11.3M +$13.2K +25 +0.1%
BSW
786
Buckingham Strategic Wealth
Missouri
$11.2M -$77.3K -146 -0.7%
BL
787
Balentine LLC
Georgia
$11.2M -$550K -1,038 -5%
PFS
788
Prospera Financial Services
Texas
$11.2M -$2.46M -4,648 -18%
WF
789
WoodTrust Financial
Wisconsin
$11.1M -$19.1K -36 -0.2%
S
790
SignatureFD
Georgia
$11.1M +$912K +1,721 +9%
AA
791
ALPS Advisors
Colorado
$11M -$698K -1,317 -6%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
792
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$11M -$47.2M -89,150 -81%
OPS
793
Orion Portfolio Solutions
Nebraska
$11M +$568K +1,072 +5%
CCM
794
Coldstream Capital Management
Washington
$10.9M +$10.9M +20,575 New
BFG
795
Berger Financial Group
Minnesota
$10.9M +$158K +299 +1%
GWM
796
Greenwich Wealth Management
Connecticut
$10.9M +$112K +211 +1%
ANBT
797
American National Bank & Trust
Texas
$10.8M +$310K +586 +3%
CIA
798
Covington Investment Advisors
Pennsylvania
$10.8M +$352K +665 +3%
KIA
799
KCM Investment Advisors
California
$10.8M +$1.81M +3,410 +20%
BIC
800
Beach Investment Counsel
Pennsylvania
$10.8M +$86.3K +163 +0.8%

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.