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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
GG
1351
Gofen & Glossberg
Illinois
$3.4M +$207K +391 +6%
PG
1352
Patten Group
Tennessee
$3.39M -$168K -317 -5%
T
1353
TCWP
Ohio
$3.39M -$370K -699 -10%
IRAG
1354
Investment Research & Advisory Group
Georgia
$3.38M -$9.54K -18 -0.3%
OAM
1355
Occidental Asset Management
California
$3.37M +$176K +332 +6%
GSB
1356
Greenfield Savings Bank
Massachusetts
$3.35M -$20.7K -39 -0.6%
APWM
1357
Atlas Private Wealth Management
New York
$3.35M +$219K +414 +7%
BC
1358
Burleson & Co
California
$3.35M +$281K +531 +9%
GWA
1359
Gibson Wealth Advisors
Texas
$3.34M +$3.28M +6,200 +6,200%
RCAG
1360
Rehmann Capital Advisory Group
Michigan
$3.33M -$3.71K -7 -0.1%
PF
1361
Phoenix Financial
Israel
$3.33M +$320K +605 +11%
SEEDPG
1362
S.E.E.D. Planning Group
New York
$3.32M -$17K -32 -0.5%
WA
1363
Wealth Architects
California
$3.3M -$14.3K -27 -0.4%
EHWM
1364
Eads & Heald Wealth Management
Georgia
$3.3M -$47.1K -89 -1%
SLWA
1365
San Luis Wealth Advisors
California
$3.3M +$421K +795 +15%
GAM
1366
Griffin Asset Management
New York
$3.29M -$256K -483 -7%
BCM
1367
Birch Capital Management
Texas
$3.28M -$166K -314 -5%
SVWAG
1368
Sound View Wealth Advisors Group
Georgia
$3.28M +$1.12M +2,111 +51%
CAM
1369
Carret Asset Management
New York
$3.28M
SXL
1370
Summit X LLC
Missouri
$3.27M +$258K +487 +8%
FHA
1371
Flagship Harbor Advisors
Massachusetts
$3.26M +$35K +66 +1%
SFG
1372
SevenBridge Financial Group
Pennsylvania
$3.25M -$20.7K -39 -0.6%
BFW
1373
Brady Family Wealth
Missouri
$3.25M +$3.25M +6,134 New
CIM
1374
Caldwell Investment Management
Ontario, Canada
$3.25M
BMWM
1375
Brown Miller Wealth Management
Virginia
$3.25M +$12.2K +23 +0.4%

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.