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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
LPC
101
Lone Pine Capital
Connecticut
$564M +$65.8M +124,144 +13%
Grantham, Mayo, Van Otterloo & Co (GMO)
102
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$554M -$24.7M -46,639 -4%
State Board of Administration of Florida Retirement System
103
State Board of Administration of Florida Retirement System
Florida
$545M -$5.77M -10,900 -1%
Fayez Sarofim & Co
104
Fayez Sarofim & Co
Texas
$536M +$14M +26,501 +3%
GAM
105
GuardCap Asset Management
United Kingdom
$524M -$19.7M -37,149 -4%
Bank Julius Baer & Co
106
Bank Julius Baer & Co
Switzerland
$520M +$72.8M +137,467 +16%
Ninety One (UK)
107
Ninety One (UK)
United Kingdom
$518M -$19.1M -36,064 -4%
CI Investments Inc
108
CI Investments Inc
Ontario, Canada
$513M +$12.9M +24,385 +3%
LP
109
Longview Partners
Guernsey
$513M +$8.58M +16,190 +2%
JMPWA
110
JP Morgan Private Wealth Advisors
California
$512M +$23.5M +44,346 +5%
Neuberger Berman Group
111
Neuberger Berman Group
New York
$509M +$2.39M +4,517 +0.5%
Adage Capital Partners
112
Adage Capital Partners
Massachusetts
$504M -$1.43M -2,700 -0.3%
Victory Capital Management
113
Victory Capital Management
Texas
$496M +$35.5M +66,950 +8%
SGA
114
Sustainable Growth Advisers
Connecticut
$488M +$47.7M +90,084 +11%
Korea Investment Corp
115
Korea Investment Corp
South Korea
$487M -$66.4M -125,327 -12%
Royal London Asset Management
116
Royal London Asset Management
United Kingdom
$487M +$85.6M +161,534 +21%
BNP Paribas Asset Management
117
BNP Paribas Asset Management
France
$447M +$90.4M +170,730 +25%
Lord, Abbett & Co
118
Lord, Abbett & Co
New Jersey
$447M -$164M -308,833 -27%
Public Employees Retirement Association of Colorado
119
Public Employees Retirement Association of Colorado
Colorado
$442M +$24.5M +46,251 +6%
AIM
120
Allen Investment Management
New York
$438M -$16.2M -30,650 -4%
PAMS
121
Pictet Asset Management (Switzerland)
Switzerland
$438M -$19.1M -36,049 -4%
Mitsubishi UFJ Asset Management
122
Mitsubishi UFJ Asset Management
Japan
$436M +$45.4M +85,662 +11%
Axa
123
Axa
France
$427M +$30.4M +57,364 +8%
Allspring Global Investments
124
Allspring Global Investments
North Carolina
$425M -$5.76M -10,874 -1%
Handelsbanken Fonder
125
Handelsbanken Fonder
Sweden
$416M +$23M +43,380 +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.