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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
MAS
976
Meeder Advisory Services
Ohio
$7.32M +$7.31M +13,807 New
AC
977
Asio Capital
Kentucky
$7.31M -$94.3K -178 -1%
PCTC
978
Perkins Coie Trust Company
Washington
$7.3M -$102K -192 -1%
SSB
979
Sandy Spring Bank
Maryland
$7.27M
PAG
980
Private Advisor Group
New Jersey
$7.26M -$112K -212 -0.3%
UIA
981
Ulland Investment Advisors
Minnesota
$7.23M -$113K -214 -2%
YWP
982
YorkBridge Wealth Partners
New York
$7.2M -$226K -426 -3%
LNC
983
Lincoln National Corp
Pennsylvania
$7.18M +$1.84M +3,465 +34%
VCWA
984
Vanguard Capital Wealth Advisors
Colorado
$7.17M +$30.7K +58 +0.4%
MS
985
Marshall & Sullivan
Washington
$7.17M -$624K -1,178 -8%
VPI
986
Value Partners Investments
Manitoba, Canada
$7.15M +$87.4K +165 +1%
AP
987
Americana Partners
Texas
$7.14M -$32.3K -61 -0.5%
GRP
988
Global Retirement Partners
California
$7.14M +$176K +333 +3%
KFP
989
KMG Fiduciary Partners
Ohio
$7.13M -$210K -397 -3%
ADL
990
Asset Dedication LLC
California
$7.13M +$265K +501 +4%
WCM
991
Wedge Capital Management
North Carolina
$7.12M +$36.5K +69 +0.5%
BAM
992
Belpointe Asset Management
Nevada
$7.07M +$706K +1,333 +11%
SFA
993
Sequoia Financial Advisors
Ohio
$7.06M +$2.98M +5,624 +73%
CT
994
Chicago Trust
Illinois
$7.06M -$91.1K -172 -1%
LC
995
Lindbrook Capital
California
$7.06M +$5.39M +10,181 +325%
PCA
996
Pallas Capital Advisors
Massachusetts
$6.97M -$82.1K -155 -1%
SFS
997
Sowell Financial Services
Arkansas
$6.97M -$381K -720 -5%
IA
998
Icon Advisers
Colorado
$6.96M -$1.11M -2,100 -14%
ET
999
Equitable Trust
Tennessee
$6.95M -$1.45M -2,736 -17%
P
1000
Pitcairn
Pennsylvania
$6.89M -$90.1K -170 -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.