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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
VPP
2376
Vertex Planning Partners
Illinois
$576K +$575K +1,086 New
CFFP
2377
Center for Financial Planning
Michigan
$575K +$26.5K +50 +5%
HKIMG
2378
Hutchens & Kramer Investment Management Group
Indiana
$574K -$44.5K -84 -7%
WSC
2379
Wellington Shields & Co
New York
$574K +$171K +322 +42%
JI
2380
Jeereddi Investments
California
$572K
GA
2381
Goldstein Advisors
Wisconsin
$572K +$572K +1,080 New
I
2382
INVST
Indiana
$571K +$5.83K +11 +1%
TCM
2383
Telos Capital Management
California
$569K -$37.6K -71 -6%
CGFA
2384
Colton Groome Financial Advisors
North Carolina
$569K +$125K +236 +28%
SFP
2385
Sandbox Financial Partners
Maryland
$569K -$9.54K -18 -2%
HCM
2386
Hillman Capital Management
Maryland
$568K +$567K +1,071 New
FAT
2387
First American Trust
California
$567K +$72.6K +137 +15%
MSWM
2388
McGlone Suttner Wealth Management
Wisconsin
$566K +$565K +1,067 New
FANJ
2389
Financial Architects (New Jersey)
New Jersey
$566K -$17K -32 -3%
GG
2390
Golden Green
South Carolina
$566K -$16.4K -31 -3%
APW
2391
Austin Private Wealth
Texas
$565K -$3.71K -7 -0.7%
LSC
2392
Lesa Sroufe & Co
Washington
$565K
SGK
2393
Steigerwald Gordon & Koch
Virginia
$564K +$4.24K +8 +0.8%
NJBEST
2394
New Jersey Better Educational Savings Trust
New Jersey
$564K
QPWM
2395
Quadrant Private Wealth Management
Pennsylvania
$563K +$562K +1,061 New
UL
2396
Unionview LLC
Washington
$562K -$19.1K -36 -3%
P
2397
&Partners
Tennessee
$561K -$151K -286 -21%
ZIG
2398
Zuckerman Investment Group
Illinois
$558K -$4.77K -9 -0.8%
SIMM
2399
Stillwater Investment Management (Minnesota)
Minnesota
$557K +$1.59K +3 +0.3%
AIM
2400
Alhambra Investment Management
Florida
$556K

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.