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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
PP
1976
Paloma Partners
Connecticut
$1.15M +$1.15M +2,178 New
SAM
1977
Secure Asset Management
Michigan
$1.15M +$33.4K +63 +3%
FP
1978
Fiduciary Planning
Florida
$1.15M -$41.8K -79 -4%
PWM
1979
PBMares Wealth Management
Virginia
$1.15M -$249K -471 -18%
HHGA
1980
Halbert Hargrove Global Advisors
California
$1.15M +$40.3K +76 +4%
MIM
1981
MTM Investment Management
South Carolina
$1.15M +$17.5K +33 +2%
FC
1982
Forte Capital
New York
$1.15M +$94.8K +179 +9%
BAG
1983
Briggs Advisory Group
Rhode Island
$1.15M +$46.6K +88 +4%
ASBI
1984
American State Bank (Iowa)
Iowa
$1.14M
SPWG
1985
Syntegra Private Wealth Group
Missouri
$1.14M +$1.14M +2,144 New
MAM
1986
McLean Asset Management
Virginia
$1.14M +$24.9K +47 +2%
WMA
1987
Wealth Management Associates
New Jersey
$1.14M -$209K -394 -16%
OCM
1988
One Capital Management
California
$1.13M -$226K -427 -17%
PCM
1989
Presidio Capital Management
California
$1.13M -$157K -297 -12%
FSA
1990
Franklin Street Advisors
North Carolina
$1.13M -$2.65K -5 -0.2%
SOW
1991
State of Wyoming
Wyoming
$1.13M -$398K -752 -26%
RP
1992
Riverwater Partners
Wisconsin
$1.12M +$5.83K +11 +0.5%
JGIA
1993
Jackson Grant Investment Advisers
Connecticut
$1.12M +$1.59K +3 +0.1%
CYG
1994
Clean Yield Group
Vermont
$1.12M +$480K +907 +75%
PB
1995
Pinnacle Bancorp
Nebraska
$1.12M +$13.8K +26 +1%
AWA
1996
Aaron Wealth Advisors
Illinois
$1.12M -$26K -49 -2%
MA
1997
MCF Advisors
Kentucky
$1.12M +$20.1K +38 +2%
BA
1998
Bluesphere Advisors
Pennsylvania
$1.11M
THWM
1999
Taylor Hoffman Wealth Management
Virginia
$1.11M -$530K -1,000 -32%
AA
2000
AlphaQ Advisors
Florida
$1.11M +$1.11M +2,091 New

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.