We are live on ! Find out more
UNH icon

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
VBCG
1301
Valley Brook Capital Group
Pennsylvania
$3.76M +$5.83K +11 +0.2%
LHC
1302
Little House Capital
Massachusetts
$3.76M +$715K +1,349 +24%
WI
1303
WrapManager Inc
California
$3.75M +$13.2K +25 +0.4%
HI
1304
Harbour Investments
Wisconsin
$3.74M -$1.67M -3,159 -31%
TSW
1305
Thompson Siegel & Walmsley
Virginia
$3.73M +$892K +1,683 +31%
AC
1306
Abbrea Capital
California
$3.72M +$87.4K +165 +2%
ASGS
1307
Alpha Square Group S
New York
$3.71M +$636K +1,200 +21%
MUAMU
1308
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$3.71M
BW
1309
Bison Wealth
Georgia
$3.71M -$351K -662 -8%
MOS
1310
MGO One Seven
Ohio
$3.7M -$72K -136 -2%
BWM
1311
BNC Wealth Management
Oregon
$3.7M -$13.2K -25 -0.4%
SIM
1312
Sentry Investment Management
Wisconsin
$3.7M +$242K +456 +7%
DR
1313
Davis Rea
Ontario, Canada
$3.7M -$26.5K -50 -0.7%
B
1314
Barings
North Carolina
$3.7M -$85.8K -162 -2%
MLFP
1315
MPS Loria Financial Planners
Illinois
$3.69M -$38.1K -72 -1%
MFG
1316
Merit Financial Group
Georgia
$3.66M +$729K +1,377 +25%
CAM
1317
Cypress Asset Management
Texas
$3.64M -$109K -205 -3%
IWM
1318
IHT Wealth Management
Illinois
$3.61M -$586K -1,106 -14%
BB
1319
Berkshire Bank
Massachusetts
$3.6M -$180K -340 -5%
CCM
1320
Condor Capital Management
New Jersey
$3.6M +$104K +197 +3%
FFM
1321
Forum Financial Management
Illinois
$3.57M -$530 -1 -0%
PWP
1322
Principle Wealth Partners
Connecticut
$3.56M -$55.6K -105 -2%
PRS
1323
Pinkerton Retirement Specialists
Idaho
$3.56M -$188K -355 -5%
PFA
1324
Pathway Financial Advisers
Indiana
$3.55M +$3.54M +6,687 New
LWAC
1325
Laurel Wealth Advisors (California)
California
$3.54M -$53.5K -101 -1%

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.