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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
PFA
1826
Pure Financial Advisors
California
$1.46M +$183K +345 +14%
HFM
1827
Hartford Funds Management
Pennsylvania
$1.45M +$841K +1,587 +138%
TCWM
1828
Total Clarity Wealth Management
Illinois
$1.45M +$89.5K +169 +7%
FW
1829
FirstPurpose Wealth
Utah
$1.45M +$54.6K +103 +4%
RTC
1830
Riverview Trust Company
Washington
$1.45M -$4.24K -8 -0.3%
MWM
1831
MinichMacGregor Wealth Management
New York
$1.45M -$27.5K -52 -2%
LMKC
1832
L.M. Kohn & Company
Ohio
$1.45M +$20.7K +39 +1%
FCP
1833
Fidelis Capital Partners
Florida
$1.44M +$1.56M +2,944 New
TFP
1834
Tilia Fiduciary Partners
North Carolina
$1.44M +$20.1K +38 +1%
BOS
1835
Bank of Stockton
California
$1.44M -$129K -244 -8%
DSA
1836
Droms Strauss Advisors
Missouri
$1.44M
FCM
1837
Fourpath Capital Management
Oklahoma
$1.43M -$67.3K -127 -4%
RIA
1838
Regal Investment Advisors
Michigan
$1.43M +$19.1K +36 +1%
CC
1839
Codex Capital
New York
$1.43M
CFP
1840
Catalyst Financial Partners
Massachusetts
$1.43M +$1.43M +2,692 New
EWM
1841
Endurance Wealth Management
Rhode Island
$1.42M
D
1842
Diversified
Delaware
$1.42M +$486K +917 +52%
LOIP
1843
Live Oak Investment Partners
Texas
$1.42M
WCM
1844
Washington Capital Management
Washington
$1.42M -$98K -185 -6%
KIC
1845
Kensington Investment Counsel
California
$1.42M -$59.3K -112 -4%
XF
1846
XML Financial
Maryland
$1.41M -$26K -49 -2%
ACA
1847
Atlas Capital Advisors
Wyoming
$1.41M
PIA
1848
Pinion Investment Advisors
Kansas
$1.41M -$261K -492 -16%
HT
1849
Headlands Technologies
Illinois
$1.41M +$1.41M +2,662 New
AFM
1850
Andesa Financial Management
Pennsylvania
$1.41M -$266K -502 -16%

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.