We are live on ! Find out more
UNH icon

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
VNA
2226
Valley National Advisers
Pennsylvania
$761K
TWM
2227
TriaGen Wealth Management
California
$760K +$24.9K +47 +3%
MFG
2228
Monte Financial Group
Connecticut
$758K -$4.24K -8 -0.6%
IAMOG
2229
Investors Asset Management of Georgia
Georgia
$750K
IIA
2230
ICW Investment Advisors
Arizona
$748K +$14.3K +27 +2%
AAP
2231
Arax Advisory Partners
Colorado
$748K -$88.5K -167 -11%
SCM
2232
Stevens Capital Management
Pennsylvania
$747K +$746K +1,409 New
SHA
2233
Seneca House Advisors
Virginia
$747K -$629K -1,188 -46%
BWP
2234
Balboa Wealth Partners
Arizona
$744K +$212K +401 +40%
SMH
2235
Sanders Morris Harris
Texas
$742K
RFO
2236
RiverGlades Family Offices
Florida
$742K +$742K +1,400 New
WW
2237
Waterfront Wealth
Kansas
$740K -$15.9K -30 -2%
VWA
2238
Visionary Wealth Advisors
Illinois
$737K +$62.5K +118 +9%
CIAS
2239
CFS Investment Advisory Services
New Jersey
$735K -$305M -575,500 -100%
BWM
2240
Baron Wealth Management
Michigan
$734K +$734K +1,385 New
NA
2241
Navellier & Associates
Nevada
$734K +$1.59K +3 +0.2%
SWP
2242
Semus Wealth Partners
Florida
$733K +$732K +1,382 New
ZIMP
2243
Zimmermann Investment Management & Planning
Pennsylvania
$732K +$15.4K +29 +2%
ICM
2244
Islay Capital Management
Texas
$728K
SRC
2245
Sage Rhino Capital
California
$727K -$530 -1 -0.1%
AGP
2246
Autumn Glory Partners
Texas
$726K +$363K +685 +100%
SFA
2247
Semmax Financial Advisors
North Carolina
$722K -$85.8K -162 -10%
PCM
2248
Perritt Capital Management
Illinois
$722K -$13.2K -25 -2%
FNB
2249
Farmers National Bank
Kentucky
$721K +$6.36K +12 +0.9%
BCM
2250
Brown Capital Management
Maryland
$719K -$17.5K -33 -2%

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.