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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
VFA
1151
Valeo Financial Advisors
Indiana
$5.19M +$892K +1,684 +21%
GAG
1152
GM Advisory Group
New York
$5.18M +$2.65K +5 +0.1%
WSFS
1153
Wilmington Savings Fund Society
Delaware
$5.17M -$385K -727 -7%
HAS
1154
HBW Advisory Services
California
$5.17M -$315K -594 -6%
MC
1155
Moors & Cabot
Massachusetts
$5.16M -$262K -494 -5%
NONA
1156
Ninety One North America
New York
$5.13M +$36K +68 +0.7%
TCCM
1157
Timber Creek Capital Management
Massachusetts
$5.12M -$99.1K -187 -2%
GC
1158
Gratus Capital
Georgia
$5.1M +$1.58M +2,988 +45%
LA
1159
LexAurum Advisors
Kansas
$5.1M +$65.2K +123 +1%
RAM
1160
Riggs Asset Management
Pennsylvania
$5.1M +$197K +372 +4%
EP
1161
Edgestream Partners
New Jersey
$5.1M -$21.3M -40,164 -81%
IFAM
1162
Institutional & Family Asset Management
Colorado
$5.09M +$7.42K +14 +0.1%
HIC
1163
Holderness Investments Company
North Carolina
$5.07M -$45.6K -86 -0.9%
IHL
1164
Investment House LLC
California
$5.06M -$5.3K -10 -0.1%
UAM
1165
Unison Asset Management
Florida
$5.04M +$98K +185 +2%
AIMC
1166
Alley Investment Management Company
Illinois
$5.04M +$4.74M +8,953 +1,643%
PPW
1167
PACK Private Wealth
Minnesota
$5.03M
FNBOMD
1168
First National Bank of Mount Dora
Florida
$5.01M -$139K -263 -3%
TP
1169
Tranquility Partners
Tennessee
$5.01M +$120K +226 +2%
TFA
1170
Teamwork Financial Advisors
Texas
$5M +$4.56M +8,613 +1,058%
GEA
1171
Glen Eagle Advisors
New Jersey
$4.98M +$238K +450 +5%
BS
1172
Bessemer Securities
New York
$4.97M
JIP
1173
Jaffetilchin Investment Partners
Florida
$4.96M -$54.6K -103 -1%
ZCA
1174
Zeke Capital Advisors
Pennsylvania
$4.95M +$700K +1,322 +16%
RIM
1175
Regent Investment Management
Kentucky
$4.9M +$12.7K +24 +0.3%

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.