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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
FI
2101
Financial Insights
Washington
$925K +$408K +771 +79%
PSP
2102
Principal Street Partners
Tennessee
$923K
EWM
2103
Evergreen Wealth Management
Michigan
$921K +$920K +1,737 New
IBOK
2104
Independence Bank of Kentucky
Kentucky
$920K +$145K +273 +19%
AFT
2105
Alpha Family Trust
California
$920K +$273K +515 +42%
HBCM
2106
Heron Bay Capital Management
Michigan
$919K
GC
2107
Giverny Capital
Quebec, Canada
$919K +$918K +1,733 New
OPWM
2108
Oxinas Partners Wealth Management
Indiana
$918K +$4.77K +9 +0.5%
1SB
2109
1ST Source Bank
Indiana
$918K -$5.83K -11 -0.6%
FCMC
2110
Founders Capital Management (Connecticut)
Connecticut
$918K +$47.7K +90 +5%
AMG
2111
Asset Management Group
Connecticut
$917K +$2.65K +5 +0.3%
JWM
2112
Jeppson Wealth Management
California
$914K -$31.8K -60 -3%
ANB
2113
Amarillo National Bank
Texas
$914K -$1.06K -2 -0.1%
CAWM
2114
Capital Advisors Wealth Management
Washington
$913K +$184K +348 +25%
GAA
2115
Global Assets Advisory
Florida
$913K -$247K -467 -21%
SWG
2116
Summit Wealth Group
Vermont
$911K +$2.65K +5 +0.3%
TFA
2117
Triad Financial Advisors
North Carolina
$908K +$569K +1,075 +168%
PMG
2118
ProVise Management Group
Florida
$906K -$192K -362 -17%
VF
2119
Vista Finance
Missouri
$904K +$10.6K +20 +1%
AIC
2120
Argus Investors Counsel
New York
$904K -$39.7K -75 -4%
SI
2121
Saxon Interests
Texas
$901K +$530 +1 +0.1%
SMA
2122
Sage Mountain Advisors
Georgia
$900K +$111K +209 +14%
JGCM
2123
Joseph Group Capital Management
Ohio
$900K +$46.1K +87 +5%
TCB
2124
Texas Capital Bancshares
Texas
$899K +$10.1K +19 +1%
TC
2125
Titleist Capital
Texas
$899K -$217K -410 -19%

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.