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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
OIA
1176
Optimum Investment Advisors
Illinois
$4.89M -$1.24M -2,335 -20%
MCP
1177
Martin Capital Partners
Oregon
$4.88M +$22.2K +42 +0.5%
KWM
1178
Keebeck Wealth Management
Illinois
$4.87M +$181K +342 +4%
MLL
1179
Moody Lynn & Lieberson
Massachusetts
$4.86M -$2.12M -4,011 -30%
AWM
1180
Avior Wealth Management
Nebraska
$4.85M -$105K -198 -2%
OCM
1181
Orleans Capital Management
Louisiana
$4.83M
AIA
1182
Affinity Investment Advisors
California
$4.81M -$87.4K -165 -2%
WCM
1183
Weik Capital Management
Pennsylvania
$4.8M -$12.7K -24 -0.3%
SFFS
1184
Stonehage Fleming Financial Services
Jersey
$4.8M -$1.85M -3,498 -28%
PC
1185
Pavadi Capital
New York
$4.78M +$262K +495 +6%
BPCA
1186
Bank Pictet & Cie (Asia)
Singapore
$4.77M -$487K -920 -9%
TLP
1187
Trinity Legacy Partners
Texas
$4.75M -$50.9K -96 -1%
PWS
1188
Peloton Wealth Strategists
Indiana
$4.75M -$50.9K -96 -1%
SC
1189
SouthState Corp
Florida
$4.75M +$138K +261 +3%
FPGT
1190
Financial Partners Group (Tennessee)
Tennessee
$4.75M +$4.74M +8,950 New
HEIP
1191
Hudson Edge Investment Partners
New Jersey
$4.72M +$68.9K +130 +1%
CAM
1192
Covenant Asset Management
New Jersey
$4.72M -$168K -318 -3%
SB
1193
Strategic Blueprint
Georgia
$4.71M -$24.4K -46 -0.5%
SCM
1194
Sitrin Capital Management
California
$4.71M -$197K -372 -4%
NG
1195
NWK Group
California
$4.69M +$28.6K +54 +0.6%
EBT
1196
Enterprise Bank & Trust
Massachusetts
$4.67M +$182K +343 +4%
BC
1197
Brookfield Corp
Ontario, Canada
$4.63M -$18M -33,899 -80%
PT
1198
Plimoth Trust
Massachusetts
$4.63M -$39.7K -75 -0.9%
NHT
1199
New Hampshire Trust
New Hampshire
$4.63M +$4.62M +8,725 New
MMPW
1200
Mitchell McLeod Pugh & Williams
Alabama
$4.61M -$317K -599 -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.