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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
AMBIA
801
Allen Mooney & Barnes Investment Advisors
Georgia
$10.8M +$279K +527 +3%
CT
802
Caldwell Trust
Florida
$10.8M -$105K -198 -1%
FHB
803
First Hawaiian Bank
Hawaii
$10.8M -$231K -436 -2%
CSPIA
804
Cary Street Partners Investment Advisory
Virginia
$10.7M -$85.8K -162 -0.8%
TCBWMS
805
Texas Capital Bank Wealth Management Services
Texas
$10.7M -$543K -1,026 -5%
GPTE
806
Generali Powszechne Towarzystwo Emerytalne
Poland
$10.7M
STAS
807
Strong Tower Advisory Services
Minnesota
$10.6M -$3.71K -7 -0%
BCM
808
Bornite Capital Management
New York
$10.6M +$10.6M +20,000 New
AL
809
Arnhold LLC
New York
$10.6M
AWM
810
Apollon Wealth Management
South Carolina
$10.6M +$213K +402 +2%
RBA
811
Richard Bernstein Advisors
New York
$10.5M -$1.6M -3,017 -13%
SBL
812
Sargent Bickham Lagudis
Colorado
$10.5M -$155K -293 -1%
M
813
MOTCO
Texas
$10.5M -$439K -829 -4%
AAMA
814
Advanced Asset Management Advisors
Ohio
$10.4M
TFA
815
Toth Financial Advisory
Virginia
$10.4M +$52.4K +99 +0.5%
AWM
816
Axxcess Wealth Management
California
$10.4M -$400K -756 -4%
SWP
817
Stratos Wealth Partners
Ohio
$10.4M +$293K +553 +3%
PI
818
PEAK6 Investments
Illinois
$10.3M +$1.84M +3,466 +22%
WAS
819
WESPAC Advisors SoCal
California
$10.3M +$174K +328 +2%
PA
820
Profund Advisors
Maryland
$10.3M +$184K +347 +2%
ASN
821
Advisory Services Network
Georgia
$10.2M +$468K +884 +5%
SNB
822
Security National Bank
Nebraska
$10.2M -$550K -1,038 -5%
KPWS
823
Kestra Private Wealth Services
Texas
$10.1M -$821K -1,550 -7%
LCC
824
Lincoln Capital Corp
Rhode Island
$10.1M +$40.3K +76 +0.4%
PIM
825
Penobscot Investment Management
Massachusetts
$10.1M -$997K -1,883 -9%

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.