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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
SEIA
2251
Signature Estate & Investment Advisors
California
$718K -$130K -245 -15%
WPC
2252
White Pine Capital
Minnesota
$717K +$21.7K +41 +3%
BA
2253
Birinyi Associates
Connecticut
$716K
HCP
2254
Hexagon Capital Partners
Arkansas
$715K -$211K -399 -23%
DA
2255
Drake & Associates
Wisconsin
$715K +$69.4K +131 +11%
PP
2256
PrairieView Partners
Minnesota
$714K -$65.7K -124 -8%
TNB
2257
Thomasville National Bank
Georgia
$714K
PI
2258
Parkside Investments
Illinois
$713K +$712K +1,345 New
FAM
2259
Formidable Asset Management
Ohio
$713K -$11.1K -21 -2%
BP
2260
BCK Partners
New York
$712K
LAM
2261
LifePro Asset Management
California
$712K +$53.5K +101 +8%
PBO
2262
Peoples Bank (Ohio)
Ohio
$708K -$51.4K -97 -7%
BBI
2263
Baxter Bros Inc
Connecticut
$707K -$34.4K -65 -5%
VWA
2264
V Wealth Advisors
Kansas
$705K -$318K -601 -31%
CCFM
2265
Clear Creek Financial Management
Washington
$704K -$173K -327 -20%
EFG
2266
Ethos Financial Group
Pennsylvania
$702K +$701K +1,323 New
MMM
2267
Mendel Money Management
Illinois
$701K +$66.2K +125 +10%
CI
2268
Carroll Investors
South Carolina
$701K
MSCM
2269
McElhenny Sheffield Capital Management
Texas
$698K +$11.1K +21 +2%
AA
2270
Aire Advisors
California
$697K -$200K -378 -22%
WCA
2271
Waratah Capital Advisors
Ontario, Canada
$694K +$693K +1,309 New
NFSG
2272
Newbridge Financial Services Group
Florida
$693K +$127K +239 +22%
BWM
2273
Baystate Wealth Management
Massachusetts
$685K +$21.2K +40 +3%
RMCM
2274
Reynders McVeigh Capital Management
Massachusetts
$684K -$4.24K -8 -0.6%
MA
2275
MONECO Advisors
Connecticut
$683K +$41.8K +79 +7%

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.