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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
FNBOO
826
First National Bank of Omaha
Nebraska
$10.1M -$1.29M -2,440 -11%
FCBT
827
First Citizens Bank & Trust
North Carolina
$10.1M -$3.12M -5,886 -24%
PGAM
828
Princeton Global Asset Management
New Jersey
$10M +$24.4K +46 +0.2%
PA
829
Parallel Advisors
California
$10M +$507K +958 +5%
TM
830
Tiger Management
New York
$9.97M +$9.96M +18,800 New
ECM
831
Estabrook Capital Management
New York
$9.96M -$190K -359 -2%
FFA
832
Fragasso Financial Advisors
Pennsylvania
$9.91M +$239K +451 +2%
NA
833
Nordwand Advisors
Pennsylvania
$9.75M +$9.74M +18,395 New
EW
834
Evoke Wealth
California
$9.71M -$69.4K -131 -0.7%
SH
835
SeaTown Holdings
Singapore
$9.7M
SIMG
836
Sonora Investment Management Group
Arizona
$9.7M +$492K +928 +5%
LFM
837
LGT Fund Management
Liechtenstein
$9.68M
WP
838
Woodline Partners
California
$9.66M -$6.16M -11,620 -39%
FMTC
839
Farmers & Merchants Trust Company
California
$9.66M -$46.6K -88 -0.5%
AT
840
American Trust
Kentucky
$9.63M +$121K +228 +1%
IWA
841
IBEX Wealth Advisors
New Jersey
$9.6M -$79.5K -150 -0.8%
ERWM
842
Elk River Wealth Management
Colorado
$9.58M +$156K +295 +2%
GLA
843
Great Lakes Advisors
Illinois
$9.56M -$1.22M -2,301 -1%
ZB
844
Zions Bancorporation
Utah
$9.55M +$979K +1,848 +11%
BWA
845
Burt Wealth Advisors
Maryland
$9.53M -$2.12K -4 -0%
DCM
846
Donaldson Capital Management
Indiana
$9.49M +$565K +1,066 +6%
NO
847
Ninety One
South Africa
$9.46M -$1.2M -2,268 -11%
AWM
848
Avitas Wealth Management
California
$9.46M +$16.4K +31 +0.2%
GWWM
849
Great Waters Wealth Management
Minnesota
$9.42M +$10.1M +19,137 New
ECM
850
Evergreen Capital Management
Washington
$9.4M +$701K +1,323 +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.