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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
WAM
2201
Walker Asset Management
Missouri
$790K +$19.1K +36 +2%
WIM
2202
WealthPlan Investment Management
Nebraska
$789K +$31.8K +60 +4%
CAGAS
2203
Capital Advisory Group Advisory Services
Minnesota
$789K -$314K -592 -28%
WEG
2204
World Equity Group
Illinois
$789K +$530 +1 +0.1%
ACP
2205
Arcus Capital Partners
Georgia
$788K -$514K -970 -39%
FAFN
2206
First Affirmative Financial Network
Colorado
$787K -$118K -222 -13%
WP
2207
WealthPLAN Partners
Nebraska
$785K +$844K +1,593 New
CI
2208
Cavalier Investments
Georgia
$784K -$44.5K -84 -5%
SP
2209
Successful Portfolios
Florida
$783K +$21.2K +40 +3%
TPWA
2210
TRUE Private Wealth Advisors
Oregon
$781K +$10.6K +20 +1%
APC
2211
Aspire Private Capital
North Carolina
$778K +$69.9K +132 +10%
KCM
2212
Kanawha Capital Management
Virginia
$774K +$75.7K +143 +11%
KC
2213
Kenfarb & Co
Kentucky
$772K
HPM
2214
Hoxton Planning & Management
West Virginia
$772K +$771K +1,456 New
FNBOSM
2215
First National Bank of South Miami
Florida
$771K -$18K -34 -2%
FHC
2216
First Heartland Consultants
Missouri
$771K +$530 +1 +0.1%
MCA
2217
Magnolia Capital Advisors
Mississippi
$770K +$5.83K +11 +0.8%
IIC
2218
Integrated Investment Consultants
Michigan
$769K +$17.5K +33 +2%
BA
2219
Ballast Advisors
Minnesota
$766K
VEA
2220
Virtus ETF Advisers
New York
$766K +$76.8K +145 +11%
SPFA
2221
Summit Place Financial Advisors
New Jersey
$766K +$98K +185 +15%
NRC
2222
New Republic Capital
North Carolina
$763K +$762K +1,438 New
TF
2223
Tompkins Financial
New York
$762K -$1.59K -3 -0.2%
CAL
2224
Capital Advisors Ltd
Ohio
$762K +$255K +481 +34%
DIP
2225
DT Investment Partners
Pennsylvania
$762K

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.