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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
OWA
2076
One Wealth Advisors
California
$956K +$36K +68 +4%
RZH
2077
Relyea Zuckerberg Hanson
Connecticut
$955K +$221K +418 +30%
SPW
2078
Sonoma Private Wealth
California
$955K +$954K +1,801 New
FPCP
2079
Fort Point Capital Partners
California
$953K -$111K -209 -10%
NB
2080
Northwest Bancshares
Pennsylvania
$953K -$12.7K -24 -1%
CBNLCF
2081
Cognios Beta Neutral Large Cap Fund
Kansas
$952K +$951K +1,796 New
PFG
2082
Prosperity Financial Group
California
$951K +$950K +1,793 New
AWS
2083
Aspen Wealth Strategies
Colorado
$950K +$950K +1,793 New
HCC
2084
Hirtle Callaghan & Co
Pennsylvania
$950K -$210K -397 -18%
BC
2085
Bowman & Company
Wisconsin
$949K +$59.3K +112 +7%
SC
2086
Saturna Capital
Washington
$949K -$124K -235 -12%
AI
2087
AdvisorShares Investments
Maryland
$946K +$946K +1,785 New
CC
2088
Cannell & Co
New York
$944K +$253K +477 +37%
MCCA
2089
Mill Creek Capital Advisors
Pennsylvania
$944K +$943K +1,780 New
ETIA
2090
Epic Trust Investment Advisors
Washington
$943K +$126K +238 +15%
AA
2091
Argent Advisors
Louisiana
$943K -$530 -1 -0.1%
KWA
2092
Kellett Wealth Advisors
Ohio
$933K
GHA
2093
GW Henssler & Associates
Georgia
$930K
TWA
2094
TCI Wealth Advisors
Arizona
$929K +$25.4K +48 +3%
LTAS
2095
Linden Thomas Advisory Services
North Carolina
$927K +$926K +1,748 New
F
2096
F3Logic
Minnesota
$926K +$19.1K +36 +2%
GBS
2097
Gallagher Benefit Services
Illinois
$926K +$925K +1,746 New
IP
2098
Intellectus Partners
California
$926K +$17K +32 +2%
FWTB
2099
First Western Trust Bank
Colorado
$926K +$71.5K +135 +8%
EGM
2100
Engineers Gate Manager
New York
$926K +$474K +894 +105%

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.