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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
UHC
1251
Union Heritage Capital
Michigan
$4.19M
CIA
1252
Choate Investment Advisors
Massachusetts
$4.19M +$379K +715 +10%
RP
1253
Regal Partners
Australia
$4.18M -$1.05M -1,981 -20%
WBC
1254
West Branch Capital
Massachusetts
$4.17M +$530 +1 +0%
CWAG
1255
Compton Wealth Advisory Group
Virginia
$4.13M +$13.8K +26 +0.3%
DCM
1256
Decatur Capital Management
Georgia
$4.13M
TA
1257
TFG Advisers
Michigan
$4.12M +$174K +328 +4%
OCM
1258
Olstein Capital Management
New York
$4.11M -$503K -950 -11%
NP
1259
NorthRock Partners
Minnesota
$4.11M +$24.4K +46 +0.6%
B
1260
Bensler
Washington
$4.11M +$47.1K +89 +1%
RB
1261
Renasant Bank
Mississippi
$4.09M +$506K +956 +14%
PSB
1262
Piscataqua Savings Bank
New Hampshire
$4.09M -$30.2K -57 -0.7%
OCBCO
1263
Oversea-Chinese Banking Corp (OCBC)
Singapore
$4.07M +$4.06M +7,671 New
BG
1264
Bollard Group
Massachusetts
$4.07M +$6.36K +12 +0.2%
MMA
1265
Miracle Mile Advisors
California
$4.06M +$1.9M +3,588 +88%
CWM
1266
Connecticut Wealth Management
Connecticut
$4.05M -$197K -371 -5%
CDH
1267
Charles D. Hyman
$4.04M
CHAM
1268
Clear Harbor Asset Management
Connecticut
$4.03M +$20.1K +38 +0.5%
FWM
1269
Forefront Wealth Management
Pennsylvania
$4.03M +$7.95K +15 +0.2%
ECM
1270
Elgethun Capital Management
South Dakota
$4M -$83.7K -158 -2%
GSC
1271
G&S Capital
Colorado
$4M +$150K +284 +4%
CCFP
1272
Charles Carroll Financial Partners
Massachusetts
$3.98M
FM
1273
Foster & Motley
Ohio
$3.97M +$24.9K +47 +0.6%
FWP
1274
FAS Wealth Partners
Kansas
$3.97M +$158K +299 +4%
CCG
1275
Cypress Capital Group
Florida
$3.96M +$140K +265 +4%

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.