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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
BFPW
1076
BOK Financial Private Wealth
Colorado
$6.04M -$104K -196 -2%
MJP
1077
Michael J. Puzo
$6.04M -$42.4K -80 -0.7%
BWL
1078
Bogart Wealth LLC
Virginia
$6.03M +$899K +1,697 +18%
RWM
1079
RBA Wealth Management
California
$6.02M -$35K -66 -0.6%
MCC
1080
Money Concepts Capital
Florida
$6M +$1.48M +2,789 +33%
NFG
1081
Nations Financial Group
Iowa
$5.99M +$3.94M +7,446 +193%
TPA
1082
Trivium Point Advisory
Connecticut
$5.97M +$222K +420 +4%
HH
1083
Hilltop Holdings
Texas
$5.94M -$144K -271 -2%
GGI
1084
GPM Growth Investors
Michigan
$5.93M -$10.1K -19 -0.2%
ACM
1085
AlphaStar Capital Management
North Carolina
$5.87M -$5.83K -11 -0.1%
VCA
1086
Verdence Capital Advisors
Maryland
$5.87M -$1.29M -2,427 -18%
PL
1087
Plancorp LLC
Missouri
$5.85M -$395K -746 -6%
BOH
1088
Bank of Hawaii
Hawaii
$5.83M -$366K -690 -6%
UF
1089
Univest Financial
Pennsylvania
$5.82M -$354K -669 -6%
ACM
1090
Aljian Capital Management
Nevada
$5.82M +$151K +286 +3%
GAM
1091
Gotham Asset Management
New York
$5.79M -$6.26M -11,818 -52%
SFS
1092
Stiles Financial Services
Minnesota
$5.76M -$291K -549 -5%
AIM
1093
Acropolis Investment Management
Missouri
$5.75M -$70.5K -133 -1%
MCP
1094
Mirador Capital Partners
California
$5.71M -$66.2K -125 -1%
CC
1095
Constitution Capital
Connecticut
$5.71M -$440K -830 -7%
NC
1096
NBW Capital
Massachusetts
$5.7M +$20.7K +39 +0.4%
CAM
1097
Centre Asset Management
New York
$5.68M +$386K +729 +7%
SIG
1098
Sky Investment Group
Connecticut
$5.68M +$362K +683 +7%
CAL
1099
Capital Analysts LLC
Pennsylvania
$5.67M -$43.4K -82 -0.8%
QCG
1100
Quadrant Capital Group
Ohio
$5.65M +$307K +579 +6%

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.