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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
KFBMI
1001
Kentucky Farm Bureau Mutual Insurance
Kentucky
$6.89M
CG
1002
Caprock Group
Idaho
$6.87M +$151K +286 +2%
BHWM
1003
Bar Harbor Wealth Management
New Hampshire
$6.85M +$112K +211 +2%
RIM
1004
Reliant Investment Management
Tennessee
$6.84M +$20.1K +38 +0.3%
IWC
1005
Integrated Wealth Concepts
Massachusetts
$6.84M +$120K +227 +2%
DAC
1006
Dividend Assets Capital
South Carolina
$6.83M +$231K +437 +4%
NCM
1007
Nelson Capital Management
California
$6.82M +$1.92M +3,617 +39%
CPA
1008
Capital Planning Advisors
California
$6.82M -$521K -984 -7%
Koshinski Asset Management
1009
Koshinski Asset Management
Illinois
$6.78M +$242K +457 +4%
HT
1010
HAP Trading
New York
$6.76M +$367K +692 +6%
Citadel Advisors
1011
Citadel Advisors
Florida
$6.75M -$7.4M -13,979 -52%
KA
1012
Kintegral Advisory
New York
$6.74M +$938K +1,770 +16%
WCF
1013
West Coast Financial
California
$6.72M +$6.5M +12,270 +3,068%
MGIA
1014
Moneta Group Investment Advisors
Missouri
$6.71M +$867K +1,637 +14%
ROC
1015
Running Oak Capital
Minnesota
$6.7M +$485K +916 +8%
TIM
1016
Thompson Investment Management
Wisconsin
$6.7M -$139K -263 -2%
LA
1017
Legacy Advisors
Pennsylvania
$6.68M +$1.15M +2,164 +21%
DAS
1018
Dynamic Advisor Solutions
Arizona
$6.68M -$298K -562 -4%
WFI
1019
West Family Investments
California
$6.67M +$124K +234 +2%
SB
1020
Simmons Bank
Arkansas
$6.66M +$503K +949 +8%
BCM
1021
Brookstone Capital Management
Illinois
$6.64M +$200K +378 +3%
AG
1022
AIA Group
Hong Kong
$6.63M +$1.08M +2,033 +19%
MWM
1023
Marietta Wealth Management
Georgia
$6.61M -$131K -247 -2%
TWM
1024
Tradition Wealth Management
Minnesota
$6.61M -$535K -1,010 -7%
HIS
1025
Horizon Investment Services
Indiana
$6.59M -$26.5K -50 -0.4%

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.