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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
SC
1101
Savant Capital
Illinois
$5.62M +$50.9K +96 +0.9%
TAM
1102
Trust Asset Management
Texas
$5.62M
BCM
1103
Buckhead Capital Management
Georgia
$5.61M -$150K -284 -3%
NFC
1104
Northeast Financial Consultants
Connecticut
$5.57M +$634K +1,196 +13%
BONH
1105
Bank of New Hampshire
New Hampshire
$5.57M -$79.5K -150 -1%
LAM
1106
Lountzis Asset Management
Pennsylvania
$5.54M +$7.95K +15 +0.1%
NF
1107
Nikulski Financial
Iowa
$5.53M +$190K +359 +4%
GLR
1108
Great Lakes Retirement
Ohio
$5.51M +$5.51M +10,401 New
SFA
1109
Souders Financial Advisors
Ohio
$5.51M +$120K +226 +2%
RWP
1110
RWA Wealth Partners
Massachusetts
$5.51M +$5.05M +9,528 +580%
GW
1111
GW & Wade
Massachusetts
$5.51M +$442K +834 +9%
IB
1112
Intrust Bank
Kansas
$5.5M +$117K +221 +2%
CA
1113
Clearstead Advisors
Ohio
$5.49M +$34.4K +65 +0.6%
MWA
1114
Meridian Wealth Advisors
Texas
$5.48M +$25.4K +48 +0.5%
BONST
1115
Bank of Nova Scotia Trust
Ontario, Canada
$5.46M -$234K -442 -4%
FMAEN1
1116
Fund Management at Engine No 1
California
$5.45M +$685K +1,293 +14%
JC
1117
JB Capital
Connecticut
$5.44M +$230K +435 +4%
TVWM
1118
Tower View Wealth Management
Wisconsin
$5.44M -$54.6K -103 -1%
FWM
1119
Fairhaven Wealth Management
Illinois
$5.43M +$87.9K +166 +2%
WWM
1120
Western Wealth Management
Colorado
$5.42M -$3.61M -6,820 -40%
RP
1121
Rice Partnership
Hawaii
$5.42M +$806K +1,522 +17%
CCM
1122
Canal Capital Management
Virginia
$5.42M +$227K +428 +4%
CBB
1123
Citizens Business Bank
California
$5.4M -$60.9K -115 -1%
DLG
1124
Daniel L. Goodwin
$5.4M +$238K +450 +5%
PA
1125
Procyon Advisors
Connecticut
$5.4M +$1.36M +2,564 +34%

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.