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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
BWM
1501
Bulltick Wealth Management
Florida
$2.57M +$149K +281 +6%
TA
1502
TKG Advisors
Indiana
$2.56M +$148K +279 +6%
LF
1503
Lee Financial
Texas
$2.56M +$35K +66 +1%
SIAG
1504
Signet Investment Advisory Group
Rhode Island
$2.56M -$14.8K -28 -0.6%
TNBTD
1505
Trustmark National Bank Trust Department
Mississippi
$2.56M -$2.65K -5 -0.1%
KWA
1506
KCS Wealth Advisory
California
$2.55M +$30.7K +58 +1%
RA
1507
RFG Advisory
Alabama
$2.55M -$985K -1,859 -26%
IA
1508
IAM Advisory
Pennsylvania
$2.55M +$23.8K +45 +0.9%
SMC
1509
Smith, Moore & Co
Missouri
$2.53M +$461K +870 +22%
HJMC
1510
Hellman Jordan Management Company
Massachusetts
$2.53M +$499K +942 +25%
FP
1511
Financial Perspectives
Minnesota
$2.53M +$5.83K +11 +0.2%
HA
1512
Harfst & Associates
Wyoming
$2.52M -$10.1K -19 -0.4%
SS
1513
Sunbelt Securities
Texas
$2.52M -$55.6K -105 -2%
HIC
1514
Harvey Investment Company
Kentucky
$2.51M -$21.2K -40 -0.8%
FA
1515
Fiducient Advisors
Illinois
$2.51M +$2.27M +4,280 +943%
NFG
1516
Northeast Financial Group
Pennsylvania
$2.51M -$565K -1,066 -18%
CASB
1517
Cape Ann Savings Bank
Massachusetts
$2.51M +$29.7K +56 +1%
ISL
1518
Ingalls & Snyder LLC
New York
$2.51M -$12.7K -24 -0.5%
ATI
1519
Act Two Investors
California
$2.5M -$2.12K -4 -0.1%
IAIM
1520
International Assets Investment Management
Florida
$2.5M +$148M +279,597 +7,486%
AWM
1521
Accurate Wealth Management
Florida
$2.49M +$1.79M +3,386 +195%
CAC
1522
Certified Advisory Corp
Florida
$2.49M +$45K +85 +2%
RCM
1523
RB Capital Management
Nevada
$2.47M +$26K +49 +1%
JSL
1524
JT Stratford LLC
Georgia
$2.47M -$1.15M -2,174 -32%
GP
1525
Geneva Partners
Wisconsin
$2.47M -$937K -1,769 -27%

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.