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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
BCAM
1701
Boston Common Asset Management
Massachusetts
$1.79M +$41.3K +78 +2%
HCM
1702
Hodges Capital Management
Texas
$1.79M +$137K +258 +8%
DWM
1703
Defined Wealth Management
Oregon
$1.79M
DW
1704
Domani Wealth
Pennsylvania
$1.79M +$15.4K +29 +0.9%
KP
1705
Keel Point
Alabama
$1.79M +$151K +285 +9%
KA
1706
KLCM Advisors
Wisconsin
$1.78M +$53K +100 +3%
WM
1707
Whitford Management
New York
$1.77M +$1.77M +3,342 New
EWM
1708
Evermay Wealth Management
Virginia
$1.77M -$20.1K -38 -1%
BCM
1709
Beck Capital Management
Texas
$1.76M +$1.76M +3,324 New
Financial Engines Advisors
1710
Financial Engines Advisors
California
$1.76M -$36K -68 -2%
IFWM
1711
Institute for Wealth Management
Colorado
$1.76M -$13.2K -25 -0.7%
MCIA
1712
Mountain Capital Investment Advisors
Colorado
$1.76M +$192K +363 +11%
LB
1713
Legacy Bridge
Iowa
$1.75M +$119K +224 +7%
VLC
1714
Van Leeuwen & Company
New Jersey
$1.75M -$20.1K -38 -1%
ICM
1715
IMS Capital Management
Oregon
$1.75M +$205K +387 +13%
CPR
1716
CSU Producer Resources
Ohio
$1.75M
PCP
1717
Proficio Capital Partners
Massachusetts
$1.75M +$27.5K +52 +2%
WE
1718
Wealth Effects
Massachusetts
$1.74M -$159K -300 -8%
TWI
1719
Thomas White International
Illinois
$1.74M
HA
1720
Herold Advisors
New York
$1.73M +$530 +1 +0%
RBFC
1721
Roman Butler Fullerton & Co
Missouri
$1.73M +$1.28M +2,422 +211%
BFO
1722
Boston Family Office
Massachusetts
$1.73M -$174K -329 -9%
WAM
1723
WealthTrust Asset Management
Florida
$1.73M -$1.03M -1,941 -37%
SWM
1724
SeaCrest Wealth Management
New York
$1.72M -$20.1K -38 -1%
EWA
1725
EverSource Wealth Advisors
Alabama
$1.72M -$181K -342 -10%

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.