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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
William Blair & Company
201
William Blair & Company
Illinois
$194M +$3.5M +6,601 +2%
PAM
202
Panagora Asset Management
Massachusetts
$194M +$28.4M +53,599 +17%
Janney Montgomery Scott
203
Janney Montgomery Scott
Pennsylvania
$193M +$1.41M +2,671 +0.7%
Osaic Holdings
204
Osaic Holdings
Arizona
$192M +$12.9M +24,311 +7%
Millennium Management
205
Millennium Management
New York
$192M +$59M +111,305 +45%
EWM
206
Evercore Wealth Management
New York
$186M -$1.29M -2,443 -0.7%
ZIG
207
Zurich Insurance Group
Switzerland
$178M +$11.8M +22,363 +7%
Teacher Retirement System of Texas
208
Teacher Retirement System of Texas
Texas
$178M -$6.62M -12,488 -4%
Baird Financial Group
209
Baird Financial Group
Wisconsin
$178M +$11.7M +21,995 +7%
DCP
210
DSM Capital Partners
Florida
$173M -$47.4M -89,530 -21%
PG
211
Pendal Group
Australia
$172M +$73.9M +139,527 +76%
KCM
212
Kensico Capital Management
Connecticut
$171M -$7.31M -13,800 -4%
SC
213
Scotia Capital
Ontario, Canada
$170M -$4.84M -9,137 -3%
Nisa Investment Advisors
214
Nisa Investment Advisors
Missouri
$162M -$4.32M -8,147 -3%
ProShare Advisors
215
ProShare Advisors
Maryland
$160M +$11.8M +22,291 +8%
TRSOTSOK
216
Teachers Retirement System of the State of Kentucky
Kentucky
$160M -$265K -500 -0.2%
BG
217
Bahl & Gaynor
Ohio
$160M -$29M -54,785 -15%
Rockefeller Capital Management
218
Rockefeller Capital Management
New York
$160M +$8.7M +16,425 +6%
Caisse de Depot et Placement du Quebec (CDPQ)
219
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$159M +$141M +266,689 +807%
AI
220
Axiom Investors
Connecticut
$157M +$1.53M +2,883 +1%
GIA
221
Gateway Investment Advisers
Ohio
$155M +$1.22M +2,302 +0.8%
ESCM
222
Echo Street Capital Management
New York
$150M +$149M +281,939 +42,979%
Commonwealth Equity Services
223
Commonwealth Equity Services
Massachusetts
$150M +$7.44M +14,046 +5%
PCM
224
Penserra Capital Management
California
$148M +$22.2M +41,829 +18%
BTW
225
Boston Trust Walden
Massachusetts
$148M -$872K -1,647 -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.