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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
Chevy Chase Trust
126
Chevy Chase Trust
Maryland
$416M -$29.2M -55,066 -7%
CWP
127
Capital Wealth Planning
Florida
$414M +$35.9M +67,744 +9%
MPI
128
Mairs & Power Inc
Minnesota
$413M -$8.43M -15,916 -2%
RJFSA
129
Raymond James Financial Services Advisors
Florida
$394M +$2.48M +4,687 +0.6%
Los Angeles Capital Management
130
Los Angeles Capital Management
California
$392M +$87.7M +165,630 +29%
Aviva
131
Aviva
United Kingdom
$388M +$73.5M +138,770 +23%
Mitsubishi UFJ Trust & Banking
132
Mitsubishi UFJ Trust & Banking
Japan
$384M +$27.9M +52,605 +8%
Mackenzie Financial
133
Mackenzie Financial
Ontario, Canada
$381M +$49.3M +93,124 +15%
HL
134
Harding Loevner
New Jersey
$381M +$39.7M +74,859 +12%
KBC Group
135
KBC Group
Belgium
$379M -$44.7M -84,344 -11%
First Trust Advisors
136
First Trust Advisors
Illinois
$377M -$14.7M -27,792 -4%
Truist Financial
137
Truist Financial
North Carolina
$375M -$1.76M -3,330 -0.5%
OAG
138
Orbis Allan Gray
Bermuda
$374M -$29.3M -55,250 -7%
Toronto Dominion Bank
139
Toronto Dominion Bank
Ontario, Canada
$372M +$63.7M +120,179 +21%
SO
140
STRS Ohio
Ohio
$358M -$5.11M -9,652 -1%
Skandinaviska Enskilda Banken (SEB)
141
Skandinaviska Enskilda Banken (SEB)
Sweden
$356M -$3.35M -6,321 -0.9%
TP
142
Third Point
New York
$355M
LPL Financial
143
LPL Financial
California
$355M +$28.9M +54,502 +9%
JFL
144
Jarislowsky, Fraser Ltd
Quebec, Canada
$348M -$4.22M -7,965 -1%
William Blair Investment Management
145
William Blair Investment Management
Illinois
$348M -$8.64M -16,304 -2%
Man Group
146
Man Group
United Kingdom
$329M +$116M +218,137 +54%
FAM
147
Fred Alger Management
New York
$322M -$84.3M -159,073 -21%
Fifth Third Bancorp
148
Fifth Third Bancorp
Ohio
$317M +$5.4M +10,191 +2%
AM
149
AGF Management
Ontario, Canada
$317M +$316M +597,008 New
PTC
150
Provident Trust Company
Wisconsin
$316M -$88.8M -167,554 -22%

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.