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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
MPCL
2026
My Personal CFO LLC
Washington
$1.03M +$530 +1 New
SFG
2027
Sovereign Financial Group
Connecticut
$1.03M +$177K +335 +21%
PFA
2028
Professional Financial Advisors
Nebraska
$1.03M +$5.83K +11 +0.6%
SAS
2029
Stelac Advisory Services
New York
$1.03M +$7.95K +15 +0.8%
DEM
2030
Disciplined Equity Management
Florida
$1.03M
VV
2031
Verity & Verity
South Carolina
$1.03M +$1.02M +1,935 New
BCP
2032
Berkeley Capital Partners
Georgia
$1.03M +$7.95K +15 +0.8%
SW
2033
SteelPeak Wealth
California
$1.02M +$33.4K +63 +3%
CFO
2034
Callan Family Office
Pennsylvania
$1.02M +$1.02M +1,927 New
VWMG
2035
Virginia Wealth Management Group
Virginia
$1.02M +$8.47K +16 +0.8%
AIC
2036
Archer Investment Corporation
Indiana
$1.02M -$6.36K -12 -0.6%
DCM
2037
Deuterium Capital Management
Florida
$1.01M +$545K +1,028 +117%
BWA
2038
Blodgett Wealth Advisors
California
$1.01M +$530 +1 +0.1%
PIM
2039
Profit Investment Management
Maryland
$1.01M
GAM
2040
Gould Asset Management
California
$1M +$132K +250 +15%
SCP
2041
Stamos Capital Partners
California
$1M -$4.21M -7,940 -81%
RWPA
2042
Richard W. Paul & Associates
Michigan
$1M +$1M +1,890 New
CPA
2043
Cardiff Park Advisors
California
$1M -$2.12K -4 -0.2%
4WM
2044
44 Wealth Management
Oregon
$999K -$83.2K -157 -8%
CRWM
2045
Castle Rock Wealth Management
California
$997K +$68.3K +129 +7%
AAMC
2046
Asset Allocation & Management Company
Illinois
$997K +$519K +980 +109%
DA
2047
Detalus Advisors
Missouri
$994K -$4.24K -8 -0.4%
CC
2048
Courier Capital
New York
$994K +$239K +451 +32%
CAM
2049
Campion Asset Management
Virginia
$991K
EHC
2050
Everett Harris & Co
California
$991K +$29.7K +56 +3%

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.