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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
APP
1401
Avantax Planning Partners
Iowa
$3.15M -$67.3K -127 -2%
TW
1402
TrinityPoint Wealth
Connecticut
$3.14M -$68.3K -129 -2%
SF
1403
Summit Financial
New Jersey
$3.14M -$990K -1,868 -24%
TAM
1404
Tealwood Asset Management
Minnesota
$3.14M -$150K -283 -5%
RSWM
1405
Robertson Stephens Wealth Management
California
$3.13M -$283K -534 -8%
PMEF
1406
Point72 Middle East FZE
United Arab Emirates
$3.13M +$3.12M +5,898 New
ERIC
1407
Eagle Rock Investment Company
Georgia
$3.12M +$19.1K +36 +0.6%
PRWA
1408
Platte River Wealth Advisors
Colorado
$3.12M +$19.6K +37 +0.6%
PPC
1409
Park Place Capital
Alabama
$3.12M +$3.12M +5,886 New
CCM
1410
Cox Capital Management
Massachusetts
$3.12M +$172K +325 +6%
EGA
1411
E&G Advisors
Texas
$3.11M +$66.2K +125 +2%
LWM
1412
Lyell Wealth Management
California
$3.11M +$2.64M +4,993 +574%
CPO
1413
Cerity Partners OCIO
New York
$3.1M +$538K +1,015 +21%
FCM
1414
Fairbanks Capital Management
California
$3.1M -$11.1K -21 -0.4%
HVM
1415
Harvest Volatility Management
Connecticut
$3.09M -$1.09M -2,051 -26%
ST
1416
Somerset Trust
Pennsylvania
$3.08M -$7.42K -14 -0.2%
O
1417
Ossiam
France
$3.08M -$23.4M -44,132 -88%
CFM
1418
Capricorn Fund Managers
United Kingdom
$3.08M +$3.07M +5,800 New
MLM
1419
Mount Lucas Management
Pennsylvania
$3.07M -$42.9K -81 -1%
CWM
1420
Centric Wealth Management
Illinois
$3.07M +$91.1K +172 +3%
WI
1421
Wintrust Investments
Illinois
$3.07M +$493K +930 +19%
CCP
1422
Cunning Capital Partners
North Carolina
$3.06M -$3.09M -5,840 -50%
BWM
1423
Buckley Wealth Management
Nevada
$3.06M +$9.01K +17 +0.3%
AFA
1424
Abacus FCF Advisors
Florida
$3.04M +$536K +1,012 +21%
AA
1425
Altman Advisors
Illinois
$3.04M -$131K -248 -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.