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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
DFA
1751
Delta Financial Advisors
Louisiana
$1.65M
MAWA
1752
Moss Adams Wealth Advisors
Washington
$1.65M +$1.65M +3,117 New
IAS
1753
Investment Advisory Services
Texas
$1.65M +$117K +221 +8%
FIM
1754
Freedom Investment Management
Connecticut
$1.64M -$221K -417 -12%
EFSCE
1755
Enterprise Financial Services Corp (EFSC)
Missouri
$1.63M -$6.36K -12 -0.4%
NWM
1756
NEIRG Wealth Management
Massachusetts
$1.63M -$2.12K -4 -0.1%
SAG
1757
SageView Advisory Group
California
$1.63M +$1.63M +3,080 New
HGERS
1758
Householder Group Estate & Retirement Specialist
Arizona
$1.63M -$50.3K -95 -3%
WSCM
1759
Wellington Shields Capital Management
New York
$1.63M +$26.5K +50 +2%
BEI
1760
Benjamin Edwards Inc
Missouri
$1.62M +$233K +440 +17%
PWM
1761
Pinnacle Wealth Management
California
$1.62M +$1.62M +3,052 New
FNWM
1762
Financial Network Wealth Management
Utah
$1.61M -$26.5K -50 -2%
YC
1763
Yarbrough Capital
Tennessee
$1.61M +$1.61M +3,043 New
SF
1764
Symphony Financial
Texas
$1.61M +$1.03M +1,938 +154%
FG
1765
Foster Group
Iowa
$1.61M -$7.95K -15 -0.5%
SHGA
1766
Sand Hill Global Advisors
California
$1.61M -$81.6K -154 -5%
IGWM
1767
ICA Group Wealth Management
Colorado
$1.61M -$703K -1,328 -30%
BBNA
1768
Bremer Bank National Association
Minnesota
$1.6M -$50.9K -96 -3%
HC
1769
HNP Capital
New York
$1.6M
VRM
1770
Vectors Research Management
New York
$1.6M
RIL
1771
Rothschild Investment LLC
Illinois
$1.6M -$11.1K -21 -0.7%
ADIM
1772
Alpha DNA Investment Management
Maryland
$1.6M +$361K +682 +29%
RA
1773
RiverPark Advisors
New York
$1.59M -$119K -225 -7%
GCP
1774
Garda Capital Partners
Minnesota
$1.59M +$1.59M +3,005 New
SACTSONJ
1775
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.59M

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.