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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
BIMC
1201
Benson Investment Management Company
Virginia
$4.61M -$29.1K -55 -0.6%
KJHP
1202
K.J. Harrison & Partners
Ontario, Canada
$4.61M +$1.06M +1,993 +45%
UCMOK
1203
United Capital Management of KS
Kansas
$4.6M -$138K -260 -3%
KA
1204
Kerrisdale Advisers
Florida
$4.58M +$253K +478 +6%
SLG
1205
Stanley-Laman Group
Pennsylvania
$4.58M -$544K -1,027 -11%
GWM
1206
GDS Wealth Management
Texas
$4.56M +$307K +579 +7%
TCA
1207
Trifecta Capital Advisors
Illinois
$4.56M +$4.55M +8,597 New
MYIA
1208
Mount Yale Investment Advisors
Colorado
$4.54M -$313K -590 -6%
FMB
1209
Field & Main Bank
Kentucky
$4.52M -$179K -337 -4%
BDS
1210
Banco de Sabadell
Florida
$4.51M -$297K -561 -6%
CB
1211
Community Bank
New York
$4.5M +$44K +83 +1%
LC
1212
Lavaca Capital
Texas
$4.47M +$2.55M +4,822 +134%
HI
1213
Handelsinvest Investeringsforvaltning
Denmark
$4.47M -$698K -1,317 -14%
Wolverine Trading
1214
Wolverine Trading
Illinois
$4.45M -$967K -1,825 -18%
V
1215
ViaWealth
Kansas
$4.45M +$4.81M +9,075 New
ACM
1216
Ayrshire Capital Management
Connecticut
$4.44M -$2.16M -4,080 -33%
LBWM
1217
Left Brain Wealth Management
Illinois
$4.44M +$4.43M +8,367 New
NIM
1218
Nicollet Investment Management
Minnesota
$4.43M -$67.8K -128 -2%
GI
1219
GS Investments
Minnesota
$4.42M -$366K -691 -8%
MBTD
1220
Mechanics Bank - Trust Department
California
$4.42M +$226K +427 +5%
WCA
1221
Westover Capital Advisors
Delaware
$4.41M +$373K +705 +9%
SSI
1222
Scott & Selber Inc
Texas
$4.41M +$2.65K +5 +0.1%
TA
1223
Townsend & Associates
Colorado
$4.41M -$149K -282 -3%
PWS
1224
Private Wealth Strategies
Ohio
$4.4M
TAIM
1225
Te Ahumairangi Investment Management
New Zealand
$4.37M +$4.36M +8,240 New

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.