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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
WMP
1951
Wealth Management Partners
Arizona
$1.22M
AJ
1952
Ashburton (Jersey)
Jersey
$1.22M -$360K -680 -23%
PNC
1953
Park National Corp
Ohio
$1.2M +$12.7K +24 +1%
JCM
1954
Jacobi Capital Management
Pennsylvania
$1.2M +$153K +289 +15%
SI
1955
Scharf Investments
California
$1.2M +$39.7K +75 +3%
Dimensional Fund Advisors
1956
Dimensional Fund Advisors
Texas
$1.2M -$112M -211,894 -9%
FCM
1957
Fortis Capital Management
Washington
$1.2M +$10.1K +19 +0.8%
QPW
1958
Quantum Private Wealth
Florida
$1.19M
PMFA
1959
Plante Moran Financial Advisors
Michigan
$1.19M -$26K -49 -2%
SIG
1960
Sargent Investment Group
Maryland
$1.19M +$8.47K +16 +0.7%
RPWA
1961
Regent Peak Wealth Advisors
Georgia
$1.18M -$80.5K -152 -6%
PWM
1962
Prentice Wealth Management
New York
$1.18M +$36K +68 +3%
MFP
1963
Meridian Financial Partners
Virginia
$1.18M +$6.89K +13 +0.5%
KCM
1964
Kathmere Capital Management
Pennsylvania
$1.18M +$625K +1,180 +113%
SIM
1965
SSI Investment Management
California
$1.17M -$1.06K -2 -0.1%
RIM
1966
Redwood Investment Management
Arizona
$1.17M +$212K +401 +22%
CPIG
1967
Chicago Partners Investment Group
Illinois
$1.17M -$41.3K -78 -3%
CC
1968
Copperleaf Capital
North Carolina
$1.17M -$530K -1,001 -31%
AAG
1969
Armstrong Advisory Group
Massachusetts
$1.17M +$1.17M +2,202 New
EWS
1970
Evergreen Wealth Solutions
Pennsylvania
$1.17M +$55.1K +104 +5%
SIAG
1971
Safeguard Investment Advisory Group
California
$1.16M +$9.01K +17 +0.8%
TFS
1972
TrustCore Financial Services
Tennessee
$1.16M -$110K -208 -9%
ACM
1973
Allred Capital Management
Texas
$1.16M +$3.18K +6 +0.3%
KCM
1974
KRS Capital Management
Michigan
$1.16M +$40.8K +77 +4%
EP
1975
EPIQ Partners
Minnesota
$1.15M +$15.9K +30 +1%

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.