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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
SFO
1326
Stokes Family Office
Louisiana
$3.54M +$20.7K +39 +0.6%
BTI
1327
Blue Trust Inc
Georgia
$3.54M +$1.86M +3,511 +100%
WCM
1328
Wunderlich Capital Managemnt
Tennessee
$3.54M -$46.6K -88 -1%
CWM
1329
Chemistry Wealth Management
New York
$3.53M
SSWM
1330
Sheets Smith Wealth Management
North Carolina
$3.53M
IA
1331
IFP Advisors
Florida
$3.5M +$112K +211 +1%
LWMM
1332
Legacy Wealth Management (Mississippi)
Mississippi
$3.5M
SFS
1333
Strategic Financial Services
New York
$3.5M -$291K -549 -8%
LCM
1334
Legato Capital Management
California
$3.5M +$3.49M +6,596 New
DDC
1335
DF Dent & Co
Maryland
$3.5M -$115K -218 -3%
SFP
1336
Shepherd Financial Partners
Massachusetts
$3.49M +$39.7K +75 +1%
HIC
1337
Hartline Investment Corp
Illinois
$3.49M +$2.92M +5,508 +517%
EWM
1338
Elmwood Wealth Management
California
$3.47M -$21.2K -40 -0.6%
AAM
1339
Arabesque Asset Management
United Kingdom
$3.47M +$990K +1,869 +40%
BIP
1340
Blueprint Investment Partners
North Carolina
$3.46M +$249K +471 +8%
OCA
1341
Otter Creek Advisors
Florida
$3.45M +$3.44M +6,500 New
NME
1342
Notis-McConarty Edward
$3.44M +$72K +136 +2%
JAG
1343
Journey Advisory Group
Kentucky
$3.43M +$109K +206 +3%
HFM
1344
Harvest Fund Management
China
$3.43M +$920K +1,736 +37%
SIM
1345
Studio Investment Management
Illinois
$3.43M -$104K -197 -3%
SI
1346
Shaker Investments
Ohio
$3.43M +$3.42M +6,462 New
WA
1347
Wealth Alliance
New York
$3.42M -$450K -849 -12%
PAM
1348
Paradigm Asset Management
New York
$3.42M +$1.17M +2,200 +52%
PGWM
1349
Parisi Gray Wealth Management
New Jersey
$3.41M +$1.6M +3,024 +89%
RPC
1350
Rossmore Private Capital
Connecticut
$3.41M -$10.1K -19 -0.3%

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.