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
IMOV
1776
Investment Management of Virginia
Virginia
$1.59M -$65.2K -123 -4%
CC
1777
Commons Capital
Massachusetts
$1.59M -$2.65K -5 -0.2%
TA
1778
Tiedemann Advisors
New York
$1.59M +$35K +66 +2%
RGI
1779
River Global Investors
United Kingdom
$1.59M -$2.17M -4,090 -58%
LCM
1780
LVM Capital Management
Michigan
$1.58M
SSWM
1781
Smith Salley Wealth Management
North Carolina
$1.58M +$55.1K +104 +4%
KF
1782
Krilogy Financial
Missouri
$1.58M +$675K +1,274 +75%
ZIG
1783
Zullo Investment Group
Pennsylvania
$1.58M +$3.71K +7 +0.2%
WHCI
1784
W.H. Cornerstone Investments
Massachusetts
$1.57M +$52.4K +99 +3%
GCA
1785
Genesee Capital Advisors
New York
$1.57M +$42.4K +80 +3%
MIFH
1786
Migdal Insurance & Financial Holdings
Israel
$1.57M
TWM
1787
Tolleson Wealth Management
Texas
$1.57M +$10.6K +20 +0.7%
SEC
1788
Seven Eight Capital
New York
$1.57M +$1.57M +2,959 New
KFP
1789
KB Financial Partners
New Jersey
$1.57M -$39.2K -74 -2%
ATC
1790
Adirondack Trust Company
New York
$1.57M +$3.18K +6 +0.2%
SFP
1791
Sweet Financial Partners
Minnesota
$1.57M +$2.12K +4 +0.1%
GA
1792
GraniteShares Advisors
New York
$1.56M -$225K -425 -13%
PCI
1793
Planning Center Inc
Illinois
$1.56M +$383K +723 +33%
CWC
1794
Carolinas Wealth Consulting
North Carolina
$1.56M -$41.8K -79 -3%
TIA
1795
Tiemann Investment Advisors
California
$1.56M -$7.95K -15 -0.5%
PFBT
1796
Parkside Financial Bank & Trust
Missouri
$1.56M +$102K +192 +7%
FPAS
1797
Focus Partners Advisor Solutions
Missouri
$1.55M -$750K -1,415 -33%
PAMG
1798
Patton Albertson Miller Group
Tennessee
$1.55M -$9.01K -17 -0.6%
TYCC
1799
Texas Yale Capital Corp
Florida
$1.55M +$552K +1,043 +56%
SIC
1800
Samalin Investment Counsel
New York
$1.55M +$27.5K +52 +2%

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.