We are live on ! Find out more
UNH icon

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
BFM
851
Boston Financial Management
Massachusetts
$9.36M +$254K +479 +3%
MIA
852
MainStreet Investment Advisors
Illinois
$9.36M -$114K -215 -1%
SLI
853
Sumitomo Life Insurance
Japan
$9.34M -$93.2K -176 -1%
CIG
854
Consolidated Investment Group
Colorado
$9.33M
HCMT
855
Highland Capital Management (Tennessee)
Tennessee
$9.33M +$396K +748 +4%
IAM
856
Innovis Asset Management
Illinois
$9.29M +$9.28M +17,513 New
TPM
857
Triasima Portfolio Management
Quebec, Canada
$9.26M -$1.23M -2,315 -12%
SCM
858
Schnieders Capital Management
California
$9.24M -$306K -578 -3%
GI
859
GAMCO Investors
Connecticut
$9.21M -$395K -746 -4%
JCM
860
Janney Capital Management
Pennsylvania
$9.2M +$6.39M +12,071 +228%
CIM
861
Contravisory Investment Management
Massachusetts
$9.17M +$129K +243 +1%
CPC
862
Consolidated Planning Corp
Georgia
$9.16M +$194K +367 +2%
TC
863
Telemus Capital
Michigan
$9.15M +$40.8K +77 +0.4%
ACM
864
Advisors Capital Management
New Jersey
$9.14M -$1.08M -2,032 -11%
Jones Financial Companies
865
Jones Financial Companies
Missouri
$9.12M +$1.1M +2,070 +14%
VVP
866
Venture Visionary Partners
Ohio
$9.09M +$1.47M +2,778 +19%
CNBTD
867
Citizens National Bank Trust Department
Mississippi
$9.09M -$138K -260 -1%
FIA
868
Foundations Investment Advisors
Arizona
$9.08M -$732K -1,382 -7%
CWM
869
Chronos Wealth Management
Florida
$9.07M -$340K -642 -4%
CI
870
Conning Inc
Connecticut
$9.05M -$608K -1,148 -6%
RWM
871
Ritholtz Wealth Management
New York
$9.04M -$1.47M -2,778 -14%
MNBTD
872
Moody National Bank Trust Division
Texas
$9.02M -$311K -587 -3%
JWM
873
Jessup Wealth Management
Ohio
$9.01M +$9M +16,994 New
KNW
874
Kesler Norman & Wride
Utah
$8.99M -$255K -481 -3%
SC
875
Stolper & Co
Oklahoma
$8.96M +$45K +85 +0.5%

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.