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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
MMG
951
Monetary Management Group
Missouri
$7.69M -$215K -405 -3%
ICP
952
Ironvine Capital Partners
Nebraska
$7.68M +$1.22M +2,301 +19%
SDWIA
953
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$7.68M -$146K -276 -2%
BCM
954
BTC Capital Management
Iowa
$7.67M -$1.82M -3,429 -19%
ANTB
955
AMG National Trust Bank
Colorado
$7.65M -$268K -506 -3%
ACM
956
Alta Capital Management
Utah
$7.64M +$5.29M +9,981 +225%
BP
957
Broadleaf Partners
Ohio
$7.64M -$101K -190 -1%
ASA
958
Armstrong Shaw Associates
Connecticut
$7.63M -$168K -318 -2%
ACM
959
Alcosta Capital Management
California
$7.63M -$122K -230 -2%
CCA
960
Checchi Capital Advisers
California
$7.62M -$403K -760 -5%
SP
961
Symmetry Partners
Connecticut
$7.61M -$195K -368 -2%
WI
962
WBI Investments
New Jersey
$7.6M +$7.6M +14,340 New
CCFCSB
963
Cape Cod Five Cents Savings Bank
Massachusetts
$7.58M -$419K -791 -5%
TCM
964
Thames Capital Management
New Jersey
$7.56M +$4.59M +8,663 +155%
CFG
965
Cambridge Financial Group
Ohio
$7.53M -$336K -635 -4%
FC
966
Fulcrum Capital
Washington
$7.46M +$54K +102 +0.7%
CUAMC
967
China Universal Asset Management Company
China
$7.45M +$241K +455 +3%
CW
968
CreativeOne Wealth
Kansas
$7.44M -$345K -652 -4%
IAN
969
Integrated Advisors Network
Texas
$7.43M -$454K -858 -6%
MWM
970
Madison Wealth Management
Ohio
$7.39M -$32.8K -62 -0.4%
TFS
971
Thoroughbred Financial Services
Tennessee
$7.37M +$215K +405 +3%
CT
972
Colonial Trust
South Carolina
$7.36M -$6.89K -13 -0.1%
BFC
973
Blue Fin Capital
Rhode Island
$7.35M -$121K -229 -2%
RI
974
Redwood Investments
Massachusetts
$7.35M +$589K +1,111 +9%
SCM
975
SOL Capital Management
Maryland
$7.34M -$39.7K -75 -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.