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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
PAM
1576
Premier Asset Management
Illinois
$2.28M -$1.07M -2,016 -32%
TIMH
1577
Tilt Investment Management Holdings
New York
$2.28M +$2.27M +4,294 New
HCM
1578
HMS Capital Management
Tennessee
$2.26M -$219K -414 -9%
SWA
1579
Stratos Wealth Advisors
Ohio
$2.26M -$38.7K -73 -2%
VT
1580
Vise Technologies
New York
$2.25M +$207K +390 +10%
Twin Tree Management
1581
Twin Tree Management
Texas
$2.25M +$2.25M +4,249 New
AIM
1582
AMI Investment Management
Indiana
$2.25M +$10.6K +20 +0.5%
WG
1583
Winton Group
United Kingdom
$2.25M -$1.11M -2,092 -33%
CGA
1584
Crescent Grove Advisors
Illinois
$2.24M +$163K +308 +8%
UAML
1585
US Asset Management LLC
Pennsylvania
$2.23M +$2.23M +4,209 New
LFA
1586
Legacy Financial Advisors
Kentucky
$2.23M +$210K +396 +10%
AWE
1587
Avidian Wealth Enterprises
Texas
$2.23M +$137K +258 +7%
RFG
1588
RFP Financial Group
Georgia
$2.22M +$2.22M +4,196 New
AW
1589
Alaethes Wealth
Nevada
$2.22M +$24.4K +46 +1%
LPT
1590
Legacy Private Trust
Wisconsin
$2.22M +$21.7K +41 +1%
CA
1591
CoreCap Advisors
Michigan
$2.22M -$404K -762 -15%
SG
1592
StoneX Group
New York
$2.21M +$2.21M +4,174 New
DRD
1593
Dennis R. Delaney
$2.2M +$100K +189 +5%
HCM
1594
Highview Capital Management
Illinois
$2.2M +$28.6K +54 +1%
DA
1595
Dover Advisors
Virginia
$2.2M +$2.19M +4,142 New
RHP
1596
Royal Harbor Partners
Texas
$2.19M -$109K -205 -5%
SCI
1597
S&CO Inc
Massachusetts
$2.19M +$36K +68 +2%
CA
1598
Claro Advisors
Massachusetts
$2.19M +$99.1K +187 +5%
CFA
1599
Cahill Financial Advisors
Minnesota
$2.17M +$99.6K +188 +5%
SP
1600
Saranac Partners
$2.17M +$2.16M +4,086 New

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.