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
EA
1126
Eclectic Associates
California
$5.38M +$5.14M +9,701 +2,137%
DPIM
1127
Duff & Phelps Investment Management
Illinois
$5.37M
CC
1128
Chicago Capital
Illinois
$5.36M +$4.46M +8,429 +500%
MSAM
1129
Moloney Securities Asset Management
Missouri
$5.35M -$644K -1,216 -11%
LA
1130
Lindenwold Advisors
Pennsylvania
$5.35M -$11.7K -22 -0.2%
CCM
1131
Carderock Capital Management
Maryland
$5.34M +$5.34M +10,077 New
PA
1132
PFG Advisors
Arizona
$5.34M +$1.04M +1,959 +24%
SHFP
1133
Second Half Financial Partners
Florida
$5.34M +$2.94M +5,552 +108%
WAS
1134
Wealth Advisory Solutions
Indiana
$5.34M -$132K -250 -2%
CWG
1135
Cornerstone Wealth Group
North Carolina
$5.33M -$105K -198 -2%
TAM
1136
Thematics Asset Management
France
$5.32M +$5.31M +10,030 New
GJIC
1137
Gamble Jones Investment Counsel
California
$5.31M -$424K -800 -7%
JWCA
1138
J.W. Coons Advisors
Ohio
$5.3M +$74.7K +141 +1%
TC
1139
Trium Capital
United Kingdom
$5.29M +$5.29M +9,987 New
CCG
1140
Chatham Capital Group
Georgia
$5.29M +$113K +213 +2%
CFGS
1141
Concourse Financial Group Securities
Alabama
$5.28M -$7.95K -15 -0.2%
BCA
1142
Bray Capital Advisors
Florida
$5.28M -$655K -1,236 -11%
Jacobs Levy Equity Management
1143
Jacobs Levy Equity Management
New Jersey
$5.27M +$596K +1,125 +13%
WPP
1144
Whalerock Point Partners
Rhode Island
$5.25M -$85.3K -161 -2%
PS
1145
Pensionfund Sabic
Netherlands
$5.25M
QI
1146
Qtron Investments
Massachusetts
$5.25M +$177K +334 +3%
BDFN
1147
Bond & Devick Financial Network
Minnesota
$5.24M +$12.7K +24 +0.2%
LWM
1148
Laidlaw Wealth Management
New York
$5.21M +$83.2K +157 +2%
CAG
1149
Csenge Advisory Group
Florida
$5.21M -$402K -758 -7%
GA
1150
Gateway Advisory
New Jersey
$5.21M +$171K +322 +3%

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.