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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
SWP
1376
Strategic Wealth Partners
Ohio
$3.25M +$111K +209 +4%
NCM
1377
Northside Capital Management
Oregon
$3.24M +$439K +828 +16%
MIC
1378
MU Investments Company
Japan
$3.24M -$879K -1,660 -21%
NL
1379
NVWM LLC
Pennsylvania
$3.24M -$54K -102 -2%
IMCOOI
1380
Investment Management Corp of Ontario (IMCO)
Canada
$3.24M +$3.24M +6,109 New
PWPS
1381
Pinnacle Wealth Planning Services
Ohio
$3.23M -$67.3K -127 -2%
JFGIW
1382
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$3.23M -$19.1K -36 -0.6%
CB
1383
Cooke & Bieler
Pennsylvania
$3.22M -$370K -699 -10%
NCGI
1384
Next Century Growth Investors
Minnesota
$3.22M -$1.59K -3 -0%
BHB
1385
Bank Hapoalim BM
Israel
$3.21M +$113K +214 +4%
CNC
1386
Canandaigua National Corp
New York
$3.21M +$143K +270 +5%
AF
1387
Alerus Financial
North Dakota
$3.21M -$5.42M -10,223 -63%
KA
1388
Kovack Advisors
Florida
$3.21M +$808K +1,525 +34%
HBT
1389
Heartland Bank & Trust
Illinois
$3.21M -$172K -325 -5%
AIA
1390
AIMZ Investment Advisors
California
$3.21M -$164K -310 -5%
FA
1391
Fiduciary Alliance
South Carolina
$3.21M +$3.2M +6,045 New
WP
1392
WealthSource Partners
California
$3.19M +$174K +329 +6%
FTC
1393
Farmers Trust Company
Ohio
$3.18M +$18K +34 +0.6%
ACM
1394
Aubrey Capital Management
United Kingdom
$3.18M -$318K -600 -9%
MFS
1395
Monetta Financial Services
Illinois
$3.18M
CCT
1396
Capital City Trust
Florida
$3.17M -$20.7K -39 -0.6%
TCA
1397
Transcend Capital Advisors
New Jersey
$3.17M -$162K -305 -5%
WP
1398
WealthShield Partners
North Carolina
$3.16M +$510K +963 +19%
FMLI
1399
Fukoku Mutual Life Insurance
Japan
$3.16M +$212K +400 +7%
ACS
1400
Archford Capital Strategies
Illinois
$3.16M +$316K +596 +11%

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.