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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
AQR Capital Management
151
AQR Capital Management
Connecticut
$313M +$5.23M +9,874 +2%
SEI Investments
152
SEI Investments
Pennsylvania
$308M -$32.8M -61,963 -10%
Zurich Cantonal Bank
153
Zurich Cantonal Bank
Switzerland
$306M +$14M +26,435 +5%
Ohio Public Employees Retirement System (OPERS)
154
Ohio Public Employees Retirement System (OPERS)
Ohio
$304M +$1.82M +3,433 +0.6%
FWIA
155
Fort Washington Investment Advisors
Ohio
$293M -$11M -20,784 -4%
State of New Jersey Common Pension Fund D
156
State of New Jersey Common Pension Fund D
New Jersey
$292M -$478K -903 -0.2%
FMI
157
Fiduciary Management Inc
Wisconsin
$286M -$36.4M -68,742 -11%
Renaissance Technologies
158
Renaissance Technologies
New York
$286M +$285M +538,677 New
HighTower Advisors
159
HighTower Advisors
Illinois
$284M +$13.3M +25,080 +5%
A
160
AustralianSuper
Australia
$278M -$112M -210,638 -28%
Natixis Advisors
161
Natixis Advisors
Massachusetts
$277M +$14.1M +26,705 +5%
CGPCS
162
Capital Group Private Client Services
California
$272M -$2.26M -4,272 -0.8%
EIP
163
Epoch Investment Partners
New York
$272M +$27.2M +51,439 +11%
State of Wisconsin Investment Board
164
State of Wisconsin Investment Board
Wisconsin
$270M -$32.6M -61,535 -11%
Nomura Asset Management
165
Nomura Asset Management
Japan
$262M +$7.29M +13,767 +3%
CS
166
Candriam SCA
Luxembourg
$261M +$4.43M +8,357 +2%
Loomis, Sayles & Company
167
Loomis, Sayles & Company
Massachusetts
$260M -$28.7M -54,181 -10%
National Bank of Canada
168
National Bank of Canada
Quebec, Canada
$256M -$45.4M -85,733 -15%
BCIM
169
British Columbia Investment Management
British Columbia, Canada
$256M -$6.04M -11,400 -2%
HTC
170
Haverford Trust Company
Pennsylvania
$255M -$363K -685 -0.1%
Mariner
171
Mariner
Kansas
$254M +$13.4M +25,380 +6%
CFC
172
Cincinnati Financial Corp
Ohio
$249M
SAM
173
Storebrand Asset Management
Norway
$247M +$3.49M +6,587 +1%
Asset Management One
174
Asset Management One
Japan
$244M -$7.42M -14,013 -3%
Bank of Nova Scotia
175
Bank of Nova Scotia
Ontario, Canada
$241M +$56.4M +106,534 +31%

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.