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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
SIC
1801
Sterling Investment Counsel
New York
$1.54M +$275K +519 +22%
SWMG
1802
Signature Wealth Management Group
Georgia
$1.54M -$724K -1,366 -32%
AA
1803
Altrafin AG
$1.53M +$31.8K +60 +2%
IF
1804
Intrua Financial
Texas
$1.53M +$360K +680 +27%
GWCM
1805
Godshalk Welsh Capital Management
Pennsylvania
$1.53M -$59.9K -113 -4%
MWPCG
1806
Measured Wealth Private Client Group
New Hampshire
$1.53M -$154K -290 -9%
CWM
1807
Cahaba Wealth Management
Georgia
$1.52M +$41.8K +79 +3%
LTI
1808
Laffer Tengler Investments
Tennessee
$1.52M -$518K -977 -25%
CP
1809
Covenant Partners
Tennessee
$1.52M -$15.9K -30 -1%
NW
1810
Naviter Wealth
Arkansas
$1.51M +$238K +449 +17%
PCM
1811
Parsons Capital Management
Rhode Island
$1.5M +$138K +261 +10%
MSFS
1812
Main Street Financial Solutions
Pennsylvania
$1.49M -$76.3K -144 -5%
TCM
1813
Tandem Capital Management
New Jersey
$1.49M +$4.77K +9 +0.3%
GPA
1814
Garrison Point Advisors
California
$1.49M -$49.8K -94 -3%
ORAM
1815
One River Asset Management
Connecticut
$1.49M +$1.49M +2,808 New
FCB
1816
First County Bank
Connecticut
$1.49M +$1.49M +2,804 New
ECG
1817
Edge Capital Group
Georgia
$1.48M +$74.2K +140 +5%
CB
1818
Cadence Bank
Mississippi
$1.48M -$2.12K -4 -0.1%
SFWA
1819
Summit Financial Wealth Advisors
Louisiana
$1.48M
KC
1820
Kingfisher Capital
North Carolina
$1.47M -$32.8K -62 -2%
CIC
1821
Cornercap Investment Counsel
Georgia
$1.47M +$94.3K +178 +7%
IAS
1822
Insigneo Advisory Services
Florida
$1.47M +$1.47M +2,774 New
OHWA
1823
Oak Hill Wealth Advisors
Virginia
$1.47M +$1.47M +2,769 New
EFG
1824
Everhart Financial Group
Ohio
$1.47M +$125K +236 +9%
DCM
1825
Davidson Capital Management
Texas
$1.46M -$530 -1 -0%

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.