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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
BBNB
2351
Baker Boyer National Bank
Washington
$592K -$350K -660 -37%
AFG
2352
Alterity Financial Group
Maine
$592K -$12.7K -24 -2%
FBT
2353
First Bank & Trust
South Dakota
$591K +$11.1K +21 +2%
FC
2354
Financial Consulate
Maryland
$591K
NRI
2355
NFP Retirement Inc
California
$590K
LW
2356
Linscomb Wealth
Texas
$588K +$86.3K +163 +17%
FCB
2357
First Command Bank
Texas
$587K +$42.9K +81 +8%
FCFS
2358
First Command Financial Services
Texas
$587K +$42.9K +81 +8%
LGG
2359
Luts & Greenleigh Group
Maryland
$585K +$584K +1,103 New
CBA
2360
Coastal Bridge Advisors
Connecticut
$584K -$26K -49 -4%
SFWC
2361
Strategic Family Wealth Counselors
New Jersey
$584K
HP
2362
Hyperion Partners
Pennsylvania
$584K +$583K +1,101 New
WI
2363
Wedgewood Investors
Pennsylvania
$583K
KIA
2364
KLR Investment Advisors
Rhode Island
$583K +$582K +1,099 New
SG Americas Securities
2365
SG Americas Securities
New York
$582K -$32.6M -61,494 -98%
BWM
2366
BCS Wealth Management
Tennessee
$582K -$5.3K -10 -0.9%
ICP
2367
Interchange Capital Partners
Pennsylvania
$582K -$86.3K -163 -13%
EA
2368
Echo45 Advisors
California
$582K -$5.83K -11 -1%
CWS
2369
Cypress Wealth Services
California
$580K +$29.1K +55 +5%
WFA
2370
WMG Financial Advisors
Tennessee
$579K +$352K +665 +156%
PHAM
2371
Palisades Hudson Asset Management
Florida
$578K +$1.59K +3 +0.3%
LWP
2372
Laurel Wealth Planning
Minnesota
$578K -$30.2K -57 -5%
IUHSA
2373
Itau Unibanco Holding S.A.
Brazil
$578K -$5.83K -11 -1%
KA
2374
Klingman & Associates
New York
$577K +$51.9K +98 +10%
PFA
2375
Pathway Financial Advisors
Vermont
$576K

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.