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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
OIS
2126
Okabena Investment Services
Minnesota
$898K -$2.53M -4,769 -74%
FPWM
2127
FSB Premier Wealth Management
Iowa
$893K -$75.2K -142 -8%
MWC
2128
MBM Wealth Consultants
Missouri
$891K -$14.3K -27 -2%
WA
2129
WealthTrust Axiom
Pennsylvania
$888K
VWM
2130
Valley Wealth Managers
New Jersey
$885K -$106K -201 -11%
CNB
2131
Camden National Bank
Maine
$885K -$115K -218 -12%
BFO
2132
Biltmore Family Office
North Carolina
$883K +$882K +1,665 New
GLLW
2133
Graves Light Lenhart Wealth
Virginia
$882K -$9.54K -18 -1%
EA
2134
Eudaimonia Advisors
Tennessee
$882K
FAG
2135
Fortitude Advisory Group
Washington
$881K +$26K +49 +3%
EA
2136
Emerald Advisers
Pennsylvania
$877K -$20.7K -39 -2%
RCA
2137
Resonant Capital Advisors
Wisconsin
$875K +$269K +508 +44%
FNBOH
2138
First National Bank of Hutchinson
Kansas
$874K -$530 -1 -0.1%
SFA
2139
Source Financial Advisors
New York
$874K -$22.8K -43 -3%
CSB
2140
City State Bank
Iowa
$872K +$101K +190 +13%
RIG
2141
Renaissance Investment Group
Massachusetts
$870K -$9.54K -18 -1%
ACM
2142
Absolute Capital Management
Pennsylvania
$870K +$319K +603 +58%
WP
2143
WMS Partners
Maryland
$869K +$12.7K +24 +1%
CFG
2144
Cooper Financial Group
California
$868K +$66.2K +125 +8%
MAM
2145
Marotta Asset Management
Virginia
$866K -$8.47K -16 -1%
PPP
2146
Private Portfolio Partners
New Jersey
$865K -$20.1K -38 -2%
GTAM
2147
Global Trust Asset Management
Florida
$865K -$79.5K -150 -8%
PFT
2148
Providence First Trust
Arizona
$863K +$862K +1,628 New
FNBSF
2149
First National Bank Sioux Falls
South Dakota
$862K +$265K +500 +44%
QFA
2150
Quantum Financial Advisors
California
$860K +$5.3K +10 +0.6%

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.