We are live on ! Find out more
UNH icon

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
BI
1026
Ballast Inc
Kentucky
$6.57M -$564K -1,065 -8%
JRP
1027
Jasper Ridge Partners
California
$6.56M
JWBC
1028
J.W. Burns & Co
New York
$6.55M +$854K +1,612 +15%
GC
1029
Globeflex Capital
California
$6.54M +$2.65M +5,000 +68%
ETC
1030
Exchange Traded Concepts
Oklahoma
$6.52M +$308K +581 +5%
FB
1031
Fulton Bank
Pennsylvania
$6.51M +$206K +388 +3%
AF
1032
Arrow Financial
New York
$6.51M -$563K -1,063 -8%
JAM
1033
JCIC Asset Management
Ontario, Canada
$6.49M -$221K -418 -3%
FFP
1034
FourThought Financial Partners
Florida
$6.45M +$6.45M +12,170 New
RDWM
1035
Red Door Wealth Management
Tennessee
$6.44M +$191K +361 +3%
HH
1036
HWG Holdings
Texas
$6.41M +$240K +454 +4%
CANC
1037
Culbertson A N & Co
Virginia
$6.41M -$45K -85 -0.7%
UH
1038
Unigestion Holding
Switzerland
$6.41M +$30.7K +58 +0.5%
AAMU
1039
AEGON Asset Management (UK)
United Kingdom
$6.39M +$1.22M +2,294 +24%
CWM
1040
CMH Wealth Management
New Hampshire
$6.39M +$112K +211 +2%
SIM
1041
Stratos Investment Management
Ohio
$6.38M -$23.8K -45 -0.4%
WPW
1042
Waldron Private Wealth
Pennsylvania
$6.38M
CIS
1043
Capital International Sarl
California
$6.38M +$137K +259 +2%
DSC
1044
Duncker Streett & Co
Missouri
$6.36M +$106K +201 +2%
LAM
1045
Lynch Asset Management
Pennsylvania
$6.36M
KWM
1046
Kingsview Wealth Management
Oregon
$6.34M -$2.71M -5,109 -30%
JF
1047
Jump Financial
Illinois
$6.33M +$4.78M +9,019 +308%
PP
1048
Pegasus Partners
Wisconsin
$6.33M +$253K +477 +4%
LSAG
1049
Lake Street Advisors Group
New Hampshire
$6.33M -$163K -308 -3%
HIM
1050
Hotaling Investment Management
Pennsylvania
$6.32M +$55.6K +105 +0.9%

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.