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
BP
1726
BBR Partners
New York
$1.72M -$11.7K -22 -0.7%
SCI
1727
Stableford Capital II
Arizona
$1.71M +$8.47K +16 +0.5%
PTP
1728
Platform Technology Partners
New York
$1.71M +$14.3K +27 +0.8%
VCM
1729
Virtue Capital Management
Tennessee
$1.71M +$976K +1,842 +133%
WGCA
1730
Wolf Group Capital Advisors
Virginia
$1.7M -$154K -290 -8%
M1FG
1731
Mach-1 Financial Group
Arkansas
$1.7M +$1.56M +2,944 +1,132%
PA
1732
Prossimo Advisors
California
$1.7M +$1.7M +3,203 New
CWAF
1733
Core Wealth Advisors (Florida)
Florida
$1.7M +$103K +194 +6%
BWM
1734
BCGM Wealth Management
Indiana
$1.7M -$8.47K -16 -0.5%
CBFP
1735
Cedar Brook Financial Partners
Ohio
$1.7M +$78.4K +148 +5%
BWM
1736
BigSur Wealth Management
Florida
$1.69M +$6.36K +12 +0.4%
BAMG
1737
Brand Asset Management Group
Missouri
$1.69M +$530 +1 +0%
WCM
1738
Whitener Capital Management
North Carolina
$1.68M +$79.5K +150 +5%
JGGDR
1739
JGP Global Gestao de Recursos
Brazil
$1.68M -$3.18K -6 -0.2%
MFA
1740
Millington Financial Advisors
Illinois
$1.68M +$1.68M +3,164 New
TRIA
1741
Trail Ridge Investment Advisors
Colorado
$1.68M +$20.7K +39 +1%
FMWA
1742
Forvis Mazars Wealth Advisors
Missouri
$1.67M -$61.4K -116 -4%
LSPW
1743
Lake Street Private Wealth
Illinois
$1.67M +$101K +191 +6%
MFC
1744
Mechanics Financial Corp
Ohio
$1.67M +$6.36K +12 +0.4%
PP
1745
PDS Planning
Ohio
$1.67M +$32.8K +62 +2%
CFS
1746
CRA Financial Services
New Jersey
$1.67M +$47.7K +90 +3%
KFI
1747
Key Financial Inc
Pennsylvania
$1.66M
CA
1748
Cambridge Advisors
Nebraska
$1.66M +$3.71K +7 +0.2%
CCG
1749
Ceeto Capital Group
Florida
$1.66M +$13.8K +26 +0.8%
CHP
1750
Cable Hill Partners
Oregon
$1.66M +$107K +202 +7%

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.