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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
CT
1476
Columbia Trust
Oregon
$2.69M -$201K -380 -7%
Marshall Wace
1477
Marshall Wace
United Kingdom
$2.69M -$67.4M -127,261 -96%
DWM
1478
Destination Wealth Management
California
$2.68M -$152K -287 -5%
CCWM
1479
Cassaday & Co Wealth Management
Virginia
$2.68M +$2.68M +5,051 New
SIA
1480
SkyView Investment Advisors
New Jersey
$2.68M -$137K -259 -5%
JIC
1481
Joel Isaacson & Co
New York
$2.67M +$96.9K +183 +4%
BB
1482
Bell Bank
North Dakota
$2.67M -$47.7K -90 -2%
RCIM
1483
Red Cedar Investment Management
Michigan
$2.67M -$251K -474 -9%
CAN
1484
Claraphi Advisory Network
United States
$2.67M +$1.13M +2,130 +73%
WCA
1485
Waypoint Capital Advisors
Minnesota
$2.66M +$12.2K +23 +0.5%
FDS
1486
Freedom Day Solutions
Texas
$2.66M -$203K -383 -7%
MCM
1487
Manchester Capital Management
Vermont
$2.66M +$255K +482 +11%
CIC
1488
Chase Investment Counsel
Virginia
$2.65M -$1.45M -2,731 -35%
PM
1489
Prosight Management
Texas
$2.65M +$2.65M +5,000 New
CWM
1490
Chesapeake Wealth Management
Virginia
$2.65M +$173K +326 +7%
JFA
1491
JNBA Financial Advisors
Minnesota
$2.64M -$63K -119 -2%
WF
1492
Welch & Forbes
Massachusetts
$2.62M +$115K +217 +5%
SC
1493
Soundwatch Capital
Connecticut
$2.62M +$67.3K +127 New
CCB
1494
Country Club Bank
Missouri
$2.6M -$98.5K -186 -4%
AWAU
1495
Alliance Wealth Advisors (Utah)
Utah
$2.6M +$2.6M +4,907 New
CCM
1496
Consolidated Capital Management
California
$2.6M -$9.54K -18 -0.4%
AF
1497
Apexium Financial
Texas
$2.6M +$1.98M +3,733 +320%
IWS
1498
Insight Wealth Strategies
California
$2.58M -$55.1K -104 -2%
WPW
1499
Warther Private Wealth
Ohio
$2.58M -$74.2K -140 -3%
CA
1500
Continuum Advisory
Idaho
$2.58M -$394K -744 -13%

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.