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
DWM
1626
Darwin Wealth Management
Florida
$2.06M +$1.7M +3,209 +321%
AI
1627
AXS Investments
New York
$2.06M -$156K -294 -7%
SAM
1628
Sabadell Asset Management
Spain
$2.05M +$17K +32 +0.8%
PCH
1629
PGIM Custom Harvest
New Jersey
$2.05M +$2.05M +3,862 New
Verition Fund Management
1630
Verition Fund Management
Connecticut
$2.05M -$1.43M -2,698 -41%
IFS
1631
Ifrah Financial Services
Arkansas
$2.05M -$65.2K -123 -3%
FBFS
1632
First Business Financial Services
Wisconsin
$2.04M -$1.59K -3 -0.1%
VHAM
1633
Van Hulzen Asset Management
California
$2.04M +$4.24K +8 +0.2%
CCA
1634
Childress Capital Advisors
Texas
$2.03M +$12.7K +24 +0.6%
CIAS
1635
Capital Investment Advisory Services
North Carolina
$2.03M -$122K -231 -6%
MCCP
1636
Mission Creek Capital Partners
California
$2.02M +$131K +247 +7%
DA
1637
Doliver Advisors
Texas
$2.02M -$41.8K -79 -2%
HFM
1638
Hartford Financial Management
Connecticut
$2.02M -$231K -436 -10%
9WM
1639
9258 Wealth Management
Ohio
$2.02M +$388K +733 +24%
VFPI
1640
Vantage Financial Partners (Illinois)
Illinois
$2.01M -$175K -330 -8%
CF
1641
Centaurus Financial
California
$2.01M -$201K -379 -9%
DTL
1642
Dynamic Technology Lab
Singapore
$2.01M +$2.01M +3,787 New
EWM
1643
Empirical Wealth Management
Washington
$2M +$185K +349 +10%
RA
1644
Rational Advisors
New York
$2M -$476K -898 -19%
FWA
1645
FSM Wealth Advisors
Ohio
$2M +$36K +68 +2%
RIG
1646
RiverFront Investment Group
Virginia
$1.99M -$1.61M -3,035 -15%
SC
1647
Sierra Capital
Florida
$1.99M
GFP
1648
Gryphon Financial Partners
Ohio
$1.99M -$156K -294 -7%
CG
1649
Corundum Group
Colorado
$1.98M +$86.3K +163 +5%
FWA
1650
FOCUS Wealth Advisors
Texas
$1.96M -$31.8K -60 -2%

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.