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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
DCM
1276
Delta Capital Management
New Jersey
$3.95M +$21.2K +40 +0.5%
MWM
1277
Mattern Wealth Management
Kansas
$3.93M +$191K +360 +5%
FHA
1278
First Horizon Advisors
Tennessee
$3.91M -$65.2K -123 -2%
BHPW
1279
Beverly Hills Private Wealth
California
$3.91M +$3.91M +7,375 New
ABP
1280
Arthur B. Page
$3.91M -$40.3K -76 -1%
SSA
1281
Schonfeld Strategic Advisors
New York
$3.9M -$1.23M -2,322 -24%
HWM
1282
Hohimer Wealth Management
Washington
$3.89M -$2.12K -4 -0.1%
HIM
1283
Harbour Investment Management
Washington
$3.87M -$82.1K -155 -2%
BOSSRA
1284
B.O.S.S. Retirement Advisors
Utah
$3.86M +$3.85M +7,277 New
RAM
1285
Roanoke Asset Management
New Jersey
$3.86M -$297K -560 -7%
RFN
1286
RDA Financial Network
Iowa
$3.85M -$1.19M -2,239 -24%
OA
1287
Oak Associates
Ohio
$3.84M -$371K -700 -9%
SCP
1288
Shorepoint Capital Partners
Massachusetts
$3.84M +$3.84M +7,240 New
JSC
1289
Jackson Square Capital
California
$3.82M -$235K -444 -6%
PPWP
1290
Proquility Private Wealth Partners
Nevada
$3.82M -$23.3K -44 -0.6%
GCL
1291
Gouws Capital LLC
North Carolina
$3.82M +$102K +192 +3%
LC
1292
Legacy CG
Texas
$3.82M +$28.1K +53 +0.7%
TNA
1293
True North Advisors
Texas
$3.81M
GP
1294
Greenline Partners
New York
$3.8M -$1.92M -3,633 -34%
GDP
1295
Great Diamond Partners
Maine
$3.79M -$192K -363 -5%
AG
1296
Advocate Group
Minnesota
$3.78M +$14.8K +28 +0.4%
BS
1297
Boenning & Scattergood
Pennsylvania
$3.77M +$750K +1,416 +24%
RCWM
1298
Royal Capital Wealth Management
Indiana
$3.77M -$21.7K -41 -0.6%
FLI
1299
Family Legacy Inc
South Carolina
$3.76M -$71K -134 -2%
SC
1300
Sepio Capital
Utah
$3.76M +$18.5K +35 +0.5%

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.