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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
LCM
2176
Lewis Capital Management
California
$816K
SB
2177
Sunflower Bank
Texas
$815K -$145K -273 -15%
SFG
2178
Steward Financial Group
Texas
$815K +$102K +193 +14%
TIA
2179
Tandem Investment Advisors
South Carolina
$814K +$148K +279 +22%
AMC
2180
Asset Management Corp
Illinois
$813K +$27K +51 +3%
CA
2181
Crewe Advisors
Utah
$813K +$15.4K +29 +2%
CWM
2182
CCG Wealth Management
California
$812K -$17K -32 -2%
RCG
2183
Rock Creek Group
District of Columbia
$812K +$39.2K +74 +5%
FI
2184
Fosun International
China
$809K
HWM
2185
Horizon Wealth Management
Illinois
$807K -$46.6K -88 -5%
SA
2186
SRN Advisors
Pennsylvania
$806K +$806K +1,521 New
TA
2187
TCM Advisors
West Virginia
$806K
WCM
2188
WealthBridge Capital Management
Ohio
$805K +$38.1K +72 +5%
GM
2189
GeoWealth Management
Illinois
$805K +$135K +254 +20%
CD
2190
Chapin Davis
Maryland
$804K +$803K +1,516 New
AIC
2191
Ayalon Insurance Company
Israel
$801K
FPA
2192
First Pacific Advisors
California
$801K
TWM
2193
Thrive Wealth Management
Pennsylvania
$800K +$165K +311 +26%
IA
2194
Insight Advisors
Pennsylvania
$797K -$4.24K -8 -0.5%
SC
2195
Steph & Co
Wisconsin
$796K +$60.9K +115 +8%
ACM
2196
Ascendant Capital Management
California
$795K -$530K -1,000 -40%
TC
2197
Toews Corporation
New Jersey
$795K -$424K -800 -35%
PCG
2198
Prosperity Consulting Group
Maryland
$794K +$4.77K +9 +0.6%
HIM
2199
Hillsdale Investment Management
Ontario, Canada
$794K +$456K +860 +135%
C
2200
CEDRUS
Colorado
$791K -$33.4K -63 -4%

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.