We are live on ! Find out more
UNH icon

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
OL
1601
Optas LLC
Texas
$2.16M +$1.06K +2 +0%
RCC
1602
Red Cedar Capital
Nebraska
$2.16M
MCI
1603
MRP Capital Investments
Georgia
$2.16M +$2.15M +4,065 New
BCM
1604
Brasada Capital Management
Texas
$2.15M +$22.2K +42 +1%
GIM
1605
Groesbeck Investment Management
New Jersey
$2.15M +$13.2K +25 +0.6%
CNFG
1606
Creegan & Nassoura Financial Group
New Hampshire
$2.15M -$39.7K -75 -2%
WCM
1607
Washburn Capital Management
Florida
$2.14M +$155K +293 +8%
AO
1608
Advisor OS
Illinois
$2.13M +$53.5K +101 +3%
FC
1609
FORA Capital
Florida
$2.12M +$2.12M +4,004 New
WP
1610
Waycross Partners
Kentucky
$2.12M -$265K -500 -11%
VFM
1611
Viking Fund Management
North Dakota
$2.12M
CCA
1612
Cobblestone Capital Advisors
New York
$2.12M -$10.6K -20 -0.5%
IA
1613
IFG Advisory
Georgia
$2.12M -$274K -517 -11%
MWM
1614
Marion Wealth Management
Pennsylvania
$2.09M +$274K +517 +15%
LSA
1615
Leonteq Securities AG
Switzerland
$2.09M -$172K -324 -8%
MFG
1616
MidWestOne Financial Group
Iowa
$2.09M -$106K -201 -5%
WAP
1617
Wealthcare Advisory Partners
Pennsylvania
$2.09M +$236K +445 +13%
NSIM
1618
North Star Investment Management
Illinois
$2.08M +$2.12K +4 +0.1%
PFG
1619
Peterson Financial Group
Iowa
$2.08M -$1.18M -2,228 -36%
CST
1620
Charles Schwab Trust
Nevada
$2.08M +$7.95K +15 +0.4%
FNT
1621
First Nebraska Trust
Nebraska
$2.08M +$10.6K +20 +0.5%
BWA
1622
BDO Wealth Advisors
Florida
$2.08M -$42.4K -80 -2%
RW
1623
Rede Wealth
Virginia
$2.08M +$4.24K +8 +0.2%
MAG
1624
MRA Advisory Group
New Jersey
$2.06M +$275K +519 +15%
HCCM
1625
Hudson Canyon Capital Management
New York
$2.06M -$102K -193 -5%

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.