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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
CIBC Private Wealth Group
76
CIBC Private Wealth Group
Georgia
$754M +$27.6M +52,161 +3%
Swedbank
77
Swedbank
Sweden
$750M -$19.5M -36,835 -3%
JIM
78
Jensen Investment Management
Oregon
$739M +$98.4M +185,736 +15%
Winslow Capital Management
79
Winslow Capital Management
Minnesota
$693M -$21.6M -40,822 -3%
National Pension Service
80
National Pension Service
South Korea
$687M +$13.8M +26,098 +2%
PNC Financial Services Group
81
PNC Financial Services Group
Pennsylvania
$686M -$1.19M -2,244 -0.2%
APG Asset Management
82
APG Asset Management
Netherlands
$675M +$481M +908,313 +249%
Viking Global Investors
83
Viking Global Investors
Connecticut
$672M +$487M +919,153 +264%
WCM Investment Management
84
WCM Investment Management
California
$660M +$36M +67,983 +6%
Allianz Asset Management
85
Allianz Asset Management
Germany
$651M +$4.29M +8,107 +0.7%
1832 Asset Management
86
1832 Asset Management
Ontario, Canada
$650M -$302M -570,768 -32%
VAM
87
Veritas Asset Management
United Kingdom
$633M -$110M -206,756 -15%
Russell Investments Group
88
Russell Investments Group
United Kingdom
$631M -$14.5M -27,411 -2%
Mawer Investment Management
89
Mawer Investment Management
Alberta, Canada
$626M +$20.3M +38,343 +3%
VAM
90
Vontobel Asset Management
New York
$626M -$217M -410,208 -27%
Lazard Asset Management
91
Lazard Asset Management
New York
$619M +$63.5M +119,891 +11%
RCG
92
Ruane, Cunniff & Goldfarb
New York
$599M -$101M -190,469 -14%
US Bancorp
93
US Bancorp
Minnesota
$598M +$33.3M +62,880 +6%
Robeco Institutional Asset Management
94
Robeco Institutional Asset Management
Netherlands
$593M +$93.8M +176,987 +19%
Canada Life
95
Canada Life
Manitoba, Canada
$583M +$15.8M +29,801 +3%
Barrow, Hanley, Mewhinney & Strauss
96
Barrow, Hanley, Mewhinney & Strauss
Texas
$577M -$28.5M -53,825 -5%
New York State Teachers Retirement System (NYSTRS)
97
New York State Teachers Retirement System (NYSTRS)
New York
$575M -$8.29M -15,642 -1%
Aberdeen Group
98
Aberdeen Group
United Kingdom
$573M +$76M +143,403 +15%
DekaBank Deutsche Girozentrale
99
DekaBank Deutsche Girozentrale
Germany
$572M +$97.3M +183,772 +20%
ECU
100
Egerton Capital (UK)
United Kingdom
$564M -$45.3M -85,473 -7%

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.