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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
RWP
1526
Revolve Wealth Partners
New Jersey
$2.47M +$75.2K +142 +3%
TIA
1527
Trust Investment Advisors
Indiana
$2.47M +$8.47K +16 +0.3%
AWM
1528
Angeles Wealth Management
California
$2.45M -$64.6K -122 -3%
BL
1529
BFSG LLC
California
$2.45M +$328K +620 +15%
OC
1530
Oarsman Capital
Wisconsin
$2.45M -$250K -472 -9%
PWP
1531
Perfromance Wealth Partners
Illinois
$2.44M +$14.8K +28 +0.6%
ICG
1532
InterOcean Capital Group
Tennessee
$2.44M -$283K -534 -10%
MFG
1533
Menard Financial Group
Texas
$2.43M -$421K -795 -15%
JWCA
1534
J.W. Cole Advisors
Florida
$2.43M -$19.1K -36 -0.8%
AFS
1535
Aft Forsyth & Sober
Florida
$2.43M
CWMU
1536
Caliber Wealth Management (Utah)
Utah
$2.42M +$10.1K +19 +0.4%
GWS
1537
Glassman Wealth Services
Virginia
$2.42M -$128K -242 -5%
BIA
1538
Benchmark Investment Advisors
Illinois
$2.42M +$56.7K +107 +2%
GL
1539
Graypoint LLC
New York
$2.41M +$24.9K +47 +1%
MHS
1540
M Holdings Securities
Oregon
$2.41M -$69.9K -132 -3%
AL
1541
Aspiriant LLC
California
$2.41M +$262K +494 +12%
WA
1542
Wambolt & Associates
Colorado
$2.4M +$217K +409 +10%
ACL
1543
Applied Capital LLC
Florida
$2.4M +$2.39M +4,518 New
SIA
1544
Soltis Investment Advisors
Utah
$2.39M +$302K +571 +15%
BBL
1545
Beck Bode LLC
Massachusetts
$2.39M -$46.6K -88 -2%
REMPR
1546
Roof Eidam Maycock Peralta (REMP)
California
$2.39M -$103K -195 -4%
FMI
1547
F/M Investments
District of Columbia
$2.38M +$2.38M +4,493 New
WA
1548
Waverly Advisors
Alabama
$2.38M -$73.6K -139 -3%
IAS
1549
IMA Advisory Services
Colorado
$2.38M +$55.6K +105 +2%
CWM
1550
Circle Wealth Management
New Jersey
$2.37M -$92.2K -174 -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.