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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
BSB
2326
Bangor Savings Bank
Maine
$619K
HCP
2327
Holt Capital Partners
Texas
$618K
RRCM
2328
Rappaport Reiches Capital Management
Illinois
$617K
SL
2329
Salomon & Ludwin
Virginia
$617K +$11.1K +21 +2%
H
2330
HoyleCohen
California
$617K -$94.8K -179 -13%
BO
2331
Bank OZK
Arkansas
$616K -$66.2K -125 -10%
BWA
2332
Bordeaux Wealth Advisors
California
$615K -$64.6K -122 -10%
TW
2333
Towerpoint Wealth
California
$614K +$12.7K +24 +2%
IAA
2334
Independent Advisor Alliance
North Carolina
$610K +$881K +1,663 +5%
CSC
2335
Caldwell Sutter Capital
California
$610K +$609K +1,150 New
DWA
2336
Delap Wealth Advisory
Oregon
$609K +$609K +1,149 New
VC
2337
Veracity Capital
Georgia
$609K -$26.5K -50 -4%
SCFS
2338
S.C. Financial Services
Arizona
$608K +$54K +102 +10%
YDMI
2339
Y.D. More Investments
Israel
$608K +$608K +1,148 New
HCA
2340
Heck Capital Advisors
Wisconsin
$606K +$7.42K +14 +1%
WEPOG
2341
Wealth Enhancement & Preservation of GA
Georgia
$605K +$154K +291 +34%
MCA
2342
MSH Capital Advisors
Arizona
$604K +$18.5K +35 +3%
MA
2343
Modus Advisors
Minnesota
$603K -$151K -286 -20%
VP
2344
Verum Partners
North Carolina
$597K +$596K +1,126 New
DDPIC
2345
Deroy & Devereaux Private Investment Counsel
Michigan
$595K
IA
2346
Inspire Advisors
Idaho
$595K +$10.6K +20 +2%
SFPG
2347
Stonebridge Financial Planning Group
Florida
$594K +$53K +100 +10%
SCA
2348
STALEY CAPITAL ADVISERS
Pennsylvania
$594K +$21.2K +40 +4%
THL
2349
Tillman Hartley LLC
Colorado
$593K +$593K +1,119 New
CWM
2350
Castle Wealth Management
Florida
$593K +$6.89K +13 +1%

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.