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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
AG
876
Ascent Group
Virginia
$8.94M +$618K +1,166 +7%
LNB
877
Ledyard National Bank
$8.9M -$210K -396 -2%
HWAM
878
Hennion & Walsh Asset Management
New Jersey
$8.89M -$158K -299 -2%
TH
879
TCTC Holdings
Texas
$8.89M +$1.03M +1,951 +13%
SAM
880
Silvercrest Asset Management
New York
$8.84M +$298K +562 +3%
MCWS
881
McKinley Carter Wealth Services
West Virginia
$8.81M +$23.3K +44 +0.3%
APWM
882
Argonautica Private Wealth Management
Massachusetts
$8.78M +$8.78M +16,568 New
WC
883
Winmill & Co
New York
$8.73M
AAF
884
Andra AP-fonden
Sweden
$8.7M -$4.61M -8,700 -35%
S
885
Seeyond
France
$8.68M +$5.24M +9,886 +152%
LSA
886
L & S Advisors
California
$8.67M -$2.02M -3,809 -19%
CJL
887
Cyrus J. Lawrence
New York
$8.66M -$63K -119 -0.7%
Kovitz Investment Group Partners
888
Kovitz Investment Group Partners
Illinois
$8.66M +$1.9M +3,593 +28%
TBA
889
Tower Bridge Advisors
Pennsylvania
$8.64M -$159K -300 -2%
AC
890
Arjuna Capital
North Carolina
$8.63M +$28.1K +53 +0.3%
CF
891
Clarity Financial
Texas
$8.63M +$3.51M +6,633 +69%
Fisher Asset Management
892
Fisher Asset Management
Washington
$8.59M -$10.8M -20,408 -56%
WIC
893
Woodmont Investment Counsel
Tennessee
$8.58M +$19.1K +36 +0.2%
FIB
894
First Interstate Bank
Montana
$8.58M -$169K -319 -2%
MPM
895
Meritage Portfolio Management
Kansas
$8.55M -$139K -262 -2%
MPA
896
Marvin & Palmer Associates
Delaware
$8.54M -$1.82M -3,436 -18%
ELI
897
Empire Life Investments
Ontario, Canada
$8.52M -$331K -624 -4%
Primecap Management
898
Primecap Management
California
$8.5M
SIA
899
Schechter Investment Advisors
Michigan
$8.49M +$127K +239 +2%
GIA
900
GHP Investment Advisors
Colorado
$8.49M +$106K +200 +1%

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.