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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
WAAG
1926
Wealth Alliance Advisory Group
Kansas
$1.27M +$91.1K +172 +8%
NSAM
1927
North Star Asset Management
Wisconsin
$1.26M -$4.77K -9 -0.4%
ESB
1928
Essex Savings Bank
Connecticut
$1.26M -$15.4K -29 -1%
WFC
1929
Western Financial Corp
California
$1.26M +$175K +331 +16%
CIP
1930
Convergence Investment Partners
Florida
$1.25M +$145K +273 +13%
SOS
1931
Silver Oak Securities
Tennessee
$1.25M +$675K +1,275 +117%
EFL
1932
ERn Financial LLC
Wisconsin
$1.25M +$69.9K +132 +6%
SHFA
1933
SC&H Financial Advisors
Maryland
$1.25M -$19.6K -37 -2%
CWA
1934
Cornerstone Wealth Advisors
Minnesota
$1.25M +$1.25M +2,354 New
TPW
1935
Transatlantique Private Wealth
New York
$1.25M +$15.9K +30 +1%
VWM
1936
Vigilare Wealth Management
Arizona
$1.25M -$15.4K -29 -1%
IP
1937
Investment Partners
Ohio
$1.25M -$661K -1,248 -35%
FCA
1938
FLC Capital Advisors
California
$1.25M -$44.5K -84 -3%
NB
1939
Nicolet Bankshares
Wisconsin
$1.25M +$58.8K +111 +5%
SWM
1940
Scissortail Wealth Management
Oklahoma
$1.24M +$1.33M +2,513 New
UCI
1941
Uncommon Cents Investing
Wisconsin
$1.24M -$7.95K -15 -0.6%
PWM
1942
Paulson Wealth Management
Illinois
$1.24M +$43.4K +82 +4%
CIA
1943
Cladis Investment Advisory
Montana
$1.24M +$79.5K +150 +7%
FCFC
1944
First Commonwealth Financial Corp
Pennsylvania
$1.24M -$26K -49 -2%
BFA
1945
Buttonwood Financial Advisors
Maryland
$1.24M -$132K -250 -10%
AAIM
1946
Asset Advisors Investment Management
Georgia
$1.23M
AWM
1947
Aevitas Wealth Management
Massachusetts
$1.23M +$1.59K +3 +0.1%
PAM
1948
Peak Asset Management
Colorado
$1.23M -$88.5K -167 -7%
PIA
1949
Perennial Investment Advisors
California
$1.22M -$47.1K -89 -4%
IIM
1950
Intact Investment Management
Quebec, Canada
$1.22M -$265K -500 -18%

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.