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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
HWP
2051
Heritage Wealth Partners
Ohio
$991K +$965K +1,821 New
CFO
2052
CVA Family Office
Colorado
$990K -$20.1K -38 -2%
PP
2053
Patron Partners
Texas
$990K -$1.06K -2 -0.1%
NAM
2054
NorthCrest Asset Manangement
Minnesota
$988K +$645K +1,217 +188%
APG
2055
Abacus Planning Group
South Carolina
$986K -$17K -32 -2%
LJAC
2056
L.J. Altfest & Co
New York
$986K -$43.4K -82 -4%
PFGIA
2057
Patriot Financial Group Insurance Agency
Massachusetts
$984K -$84.2K -159 -8%
CB
2058
CNB Bank
Pennsylvania
$983K +$45.6K +86 +5%
CMANY
2059
Capital Management Associates (New York)
New York
$981K -$424K -800 -30%
PCM
2060
Pointe Capital Management
Michigan
$979K -$25.4K -48 -3%
SAM
2061
Strategy Asset Managers
California
$979K -$14.3K -27 -1%
KFGK
2062
Keystone Financial Group (Kentucky)
Kentucky
$978K +$186K +352 +24%
AC
2063
Avory & Company
Florida
$976K
DI
2064
DAGCO Inc
Ohio
$976K
JF
2065
JSF Financial
California
$971K +$5.3K +10 +0.5%
WAG
2066
Wallace Advisory Group
California
$971K +$970K +1,832 New
FPF
2067
First Pacific Financial
Washington
$964K +$32.3K +61 +3%
WTA
2068
Washington Trust Advisors
Massachusetts
$964K -$506K -955 -34%
BMM
2069
Buffington Mohr McNeal
Idaho
$964K -$726K -1,370 -43%
SICM
2070
Sustainable Insight Capital Management
New York
$962K +$182K +343 +23%
WPA
2071
West Paces Advisors
Georgia
$961K +$7.95K +15 +0.8%
SAM
2072
Sompo Asset Management
Japan
$960K -$143K -270 -13%
MFWP
2073
Mosaic Family Wealth Partners
Missouri
$959K +$958K +1,808 New
KOCAA
2074
Knights of Columbus Asset Advisors
Connecticut
$959K +$2.12K +4 +0.2%
BWP
2075
BSW Wealth Partners
Colorado
$958K -$16.4K -31 -2%

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.