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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
WA
2151
Waddell & Associates
Tennessee
$858K +$303K +572 +55%
CFO
2152
Collective Family Office
Pennsylvania
$852K +$36K +68 +4%
TCM
2153
Traynor Capital Management
Pennsylvania
$851K +$490K +925 +136%
DA
2154
DCM Advisors
New York
$850K -$1.43M -2,696 -63%
MCM
2155
MV Capital Management
Maryland
$846K +$5.3K +10 +0.6%
IIA
2156
IPG Investment Advisors
California
$846K +$556K +1,050 +193%
DBT
2157
Dubuque Bank & Trust
Iowa
$844K -$15.4K -29 -2%
UCB
2158
United Community Bank
South Carolina
$842K +$13.2K +25 +2%
OHWP
2159
Oak Harbor Wealth Partners
North Carolina
$841K +$16.4K +31 +2%
ODFS
2160
O'Donnell Financial Services
California
$841K
SFG
2161
Sunburst Financial Group
Alabama
$841K +$1.06K +2 +0.1%
CA
2162
Crumly & Associates
Illinois
$840K -$5.83K -11 -0.7%
ACP
2163
Aveo Capital Partners
Colorado
$839K +$138K +260 +20%
SFG
2164
Sather Financial Group
Texas
$834K -$14.8K -28 -2%
SWA
2165
SFMG Wealth Advisors
Texas
$833K -$15.9K -30 -2%
TFCP
2166
Twin Focus Capital Partners
Massachusetts
$830K -$4.24K -8 -0.5%
WWA
2167
WC Walker & Associates
California
$829K +$94.8K +179 +12%
LL
2168
LWMG LLC
Minnesota
$826K +$825K +1,558 New
OFS
2169
Oldfather Financial Services
Nebraska
$822K -$126K -237 -13%
PFC
2170
Phocas Financial Corp
California
$822K +$2.65K +5 +0.3%
V
2171
VeraBank
Texas
$821K +$3.18K +6 +0.4%
PCM
2172
Prelude Capital Management
New York
$819K -$1.14M -2,145 -58%
BFA
2173
BMS Financial Advisors
South Dakota
$818K -$4.24K -8 -0.5%
AA
2174
Advisory Alpha
Michigan
$817K -$104K -196 -11%
MC
2175
Miramar Capital
Illinois
$817K -$45.6K -86 -5%

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.