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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
HCM
2276
Howland Capital Management
Massachusetts
$682K
EBA
2277
Eagle Bay Advisors
New York
$681K -$259K -488 -28%
HFS
2278
Heritage Financial Services
Massachusetts
$678K +$75.7K +143 +13%
MAM
2279
Marquette Asset Management
Minnesota
$678K -$159K -300 -19%
DI
2280
DDFG Inc
California
$676K +$675K +1,275 New
SSG
2281
Summit Securities Group
New York
$676K -$1.25M -2,366 -65%
GIA
2282
Guyasuta Investment Advisors
Pennsylvania
$673K +$113K +213 +20%
HWM
2283
Hemington Wealth Management
Virginia
$672K -$93.8K -177 -12%
GHAM
2284
Gilman Hill Asset Management
Connecticut
$672K -$124K -234 -16%
HCA
2285
Harbor Capital Advisors
Illinois
$670K +$670K +1,264 New
FIBT
2286
First International Bank & Trust
North Dakota
$670K -$3.18K -6 -0.5%
SSWG
2287
Seven Springs Wealth Group
Tennessee
$669K -$254K -479 -28%
AIM
2288
Aspen Investment Management
Michigan
$667K -$44.5K -84 -6%
FMP
2289
Financial Management Professionals
Texas
$665K +$361K +681 +119%
SQA
2290
Simon Quick Advisors
New Jersey
$663K +$663K +1,251 New
WMA
2291
West Michigan Advisors
Michigan
$661K -$24.4K -46 -4%
FIM
2292
Fernwood Investment Management
Massachusetts
$661K -$47.7K -90 -7%
FH
2293
FWG Holdings
Florida
$659K +$183K +345 +38%
ZIC
2294
ZWJ Investment Counsel
Georgia
$658K +$31.8K +60 +5%
FCCM
2295
First City Capital Management
Georgia
$658K -$53K -100 -7%
IWA
2296
Intercontinental Wealth Advisors
Texas
$657K
CG
2297
Clifford Group
Massachusetts
$655K +$655K +1,236 New
KIG
2298
Kowal Investment Group
Wisconsin
$655K +$111K +210 +20%
ACM
2299
Armbruster Capital Management
New York
$649K
AWM
2300
AllSquare Wealth Management
New York
$646K

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.