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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
RBC
1651
Romano Brothers & Co
Illinois
$1.95M +$369K +697 +23%
CG
1652
CFO4Life Group
Texas
$1.95M +$13.8K +26 +0.7%
C
1653
CFO4Life
Texas
$1.95M +$1.95M +3,673 New
AWCI
1654
Alpine Woods Capital Investors
New York
$1.94M +$433K +817 +29%
FFBTD
1655
First Financial Bank - Trust Division
Ohio
$1.94M +$95.9K +181 +5%
LFA
1656
Laraway Financial Advisors
Minnesota
$1.93M -$88.5K -167 -4%
BFG
1657
Beacon Financial Group
Texas
$1.93M -$122K -231 -6%
WIA
1658
Westbourne Investment Advisors
Maryland
$1.93M -$147K -277 -7%
QWM
1659
QP Wealth Management
New Jersey
$1.92M -$221K -418 -10%
PA
1660
Paragon Advisors
Texas
$1.91M -$667K -1,260 -26%
HAIM
1661
Hunter Associates Investment Management
Pennsylvania
$1.91M -$13.2K -25 -0.7%
MFA
1662
Mayflower Financial Advisors
Massachusetts
$1.91M +$65.7K +124 +4%
CCM
1663
Cribstone Capital Management
Maine
$1.91M +$28.1K +53 +1%
FG
1664
Fiduciary Group
Georgia
$1.91M -$1.06K -2 -0.1%
GB
1665
Goepper Burkhardt
South Carolina
$1.9M +$14.3K +27 +0.8%
SRSA
1666
S.R. Schill & Associates
Washington
$1.89M -$74.2K -140 -4%
NWM
1667
Northcape Wealth Management
New York
$1.89M -$929K -1,753 -33%
III
1668
Independent Investors Inc
New York
$1.89M +$62K +117 +3%
HS
1669
Horan Securities
United States
$1.89M +$34.4K +65 +2%
WH
1670
Willner & Heller
California
$1.89M -$12.7K -24 -0.7%
LPIC
1671
LeJeune Puetz Investment Counsel
Michigan
$1.88M -$39.2K -74 -2%
QC
1672
Quent Capital
New York
$1.88M +$90.6K +171 +5%
KMWM
1673
Keudell/Morrison Wealth Management
Oregon
$1.88M -$99.6K -188 -5%
SIA
1674
Strategic Investment Advisors
Michigan
$1.87M +$92.7K +175 +5%
CL
1675
Choreo LLC
Illinois
$1.87M +$379K +715 +25%

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.