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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
BCA
1676
Bay Colony Advisors
Massachusetts
$1.86M +$55.1K +104 +3%
LCM
1677
Leisure Capital Management
California
$1.86M -$40.3K -76 -2%
SIP
1678
Scott Investment Partners
United Kingdom
$1.86M
MWVC
1679
Morgens Waterfall Vintiadis & Co
New York
$1.86M
AWM
1680
Aries Wealth Management
Maine
$1.85M +$4.77K +9 +0.3%
FCA
1681
FinTrust Capital Advisors
South Carolina
$1.84M -$345K -651 -16%
DWP
1682
Daymark Wealth Partners
Ohio
$1.84M +$1.84M +3,466 New
PA
1683
Paralel Advisors
Colorado
$1.84M +$1.83M +3,464 New
PI
1684
Pettee Investors
Connecticut
$1.83M -$29.1K -55 -2%
PIM
1685
Perpetual Investment Management
Australia
$1.83M -$106K -200 -5%
OC
1686
Oakworth Capital
Alabama
$1.83M -$6.36K -12 -0.3%
AIA
1687
Alera Investment Advisors
Illinois
$1.82M +$11.7K +22 +0.6%
KTC
1688
Kistler-Tiffany Companies
Pennsylvania
$1.82M -$79.5K -150 -4%
PWMG
1689
Prestige Wealth Management Group
New Jersey
$1.82M -$1.17M -2,203 -39%
LWCFA
1690
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.81M -$268K -505 -13%
ARMT
1691
Amica Retiree Medical Trust
Rhode Island
$1.81M
NFA
1692
Northern Financial Advisors
Michigan
$1.81M +$1.81M +3,410 New
BWP
1693
Baldwin Wealth Partners
Massachusetts
$1.81M +$57.7K +109 +3%
EI
1694
Ellevest Inc
New York
$1.8M +$51.9K +98 +3%
NL
1695
NWAM LLC
Washington
$1.8M -$42.9K -81 -2%
AWA
1696
Alta Wealth Advisors
Massachusetts
$1.8M -$84.8K -160 -5%
VF
1697
VitalStone Financial
Texas
$1.8M +$1.77M +3,340 New
JSW
1698
Journey Strategic Wealth
New Jersey
$1.8M +$478K +902 +36%
HCM
1699
Hall Capital Management
Rhode Island
$1.8M +$595K +1,124 +50%
VIM
1700
Vista Investment Management
Pennsylvania
$1.79M -$26K -49 -1%

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.