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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
SCM
901
Shelton Capital Management
Colorado
$8.48M -$1.12M -2,109 -12%
RCM
902
RNC Capital Management
California
$8.48M -$153K -288 -2%
WAM
903
Weatherly Asset Management
California
$8.48M -$231K -437 -3%
APSI
904
Asset Planning Services Inc
Louisiana
$8.47M +$13.2K +25 +0.2%
EFS
905
Essex Financial Services
Connecticut
$8.47M -$772K -1,458 -8%
CAM
906
Cresset Asset Management
Illinois
$8.46M +$1.26M +2,380 +9%
GIA
907
Gladstone Institutional Advisory
Florida
$8.45M -$542K -1,023 -6%
BEC
908
Blue Edge Capital
Virginia
$8.44M -$85.3K -161 -1%
SIG
909
Stonegate Investment Group
Alabama
$8.42M +$391K +739 +5%
AT
910
Arden Trust
Delaware
$8.41M -$1.25M -2,363 -13%
AWP
911
Ascent Wealth Partners
New York
$8.3M -$47.7K -90 -0.6%
AAM
912
Autus Asset Management
Arizona
$8.27M -$218K -411 -3%
SBIA
913
Sheaff Brock Investment Advisors
Indiana
$8.26M -$132K -249 -2%
SIC
914
Sigma Investment Counselors
Michigan
$8.26M -$184K -348 -2%
STB
915
S&T Bank
Pennsylvania
$8.2M -$240K -453 -3%
CIA
916
Capital Investment Advisors
Georgia
$8.14M -$11.7K -22 -0.1%
S
917
SimplyRich
California
$8.12M
SCA
918
Stokes Capital Advisors
South Carolina
$8.1M +$147K +278 +2%
BB
919
Busey Bank
Illinois
$8.09M -$53K -100 -0.7%
BP
920
Ballentine Partners
Massachusetts
$8.09M +$860K +1,624 +12%
WANY
921
Wealthspire Advisors (New York)
New York
$8.08M +$2.51M +4,740 +45%
AAS
922
Ameritas Advisory Services
Nebraska
$8.04M +$3.27M +6,174 +69%
RCP
923
Rothschild Capital Partners
New York
$8.04M +$1.59K +3 +0%
MSWM
924
Mader & Shannon Wealth Management
Missouri
$7.99M +$783K +1,478 +11%
WIS
925
Wright Investors Service
Connecticut
$7.98M -$186K -351 -2%

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.