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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
VBFP
2001
Valtinson Bruner Financial Planning
Minnesota
$1.1M -$18.5K -35 -1%
OFS
2002
OneAscent Financial Services
Alabama
$1.09M +$77.9K +147 +8%
LAIC
2003
Lederer & Associates Investment Counsel
California
$1.09M -$97.5K -184 -8%
MTC
2004
McDaniel Terry & Co
Texas
$1.09M
AFP
2005
Ausdal Financial Partners
Iowa
$1.09M -$114K -215 -9%
AMM
2006
American Money Management
California
$1.09M +$13.2K +25 +1%
AB
2007
Atlas Brown
Kentucky
$1.08M
SW
2008
StrongBox Wealth
Missouri
$1.08M +$354K +668 +49%
CPWA
2009
Cerro Pacific Wealth Advisors
California
$1.08M +$184K +348 +21%
MBT
2010
Montecito Bank & Trust
California
$1.07M -$7.95K -15 -0.7%
IP
2011
Ignite Planners
California
$1.07M +$359K +678 +44%
AT
2012
Arvest Trust
Oklahoma
$1.07M +$12.7K +24 +1%
EFM
2013
E Fund Management
China
$1.06M -$71K -134 -6%
CG
2014
Carmignac Gestion
France
$1.06M
SFB
2015
STAR Financial Bank
Indiana
$1.06M +$1.06M +1,998 New
DCM
2016
DGS Capital Management
New Jersey
$1.05M +$6.36K +12 +0.6%
KFA
2017
Kelleher Financial Advisors
New York
$1.05M +$3.18K +6 +0.3%
LIG
2018
Lokken Investment Group
Delaware
$1.05M +$26.5K +50 +3%
IWA
2019
IVC Wealth Advisors
Pennsylvania
$1.04M +$1.48M +2,800 +142%
FFWA
2020
FRG Family Wealth Advisors
Washington
$1.04M
SAM
2021
Seelaus Asset Management
New Jersey
$1.04M -$15.9K -30 -2%
1W
2022
1776 Wealth
Georgia
$1.04M +$14.8K +28 +1%
CF
2023
Copperwynd Financial
Arizona
$1.04M -$90.6K -171 -8%
SW
2024
SMART Wealth
Nebraska
$1.03M +$1.03M +1,948 New
CAG
2025
Crestwood Advisors Group
Massachusetts
$1.03M +$367K +692 +55%

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.