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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
CWA
2401
Continuum Wealth Advisors
New York
$555K +$555K +1,047 New
APP
2402
Alpha Paradigm Partners
Illinois
$554K -$2.47M -4,669 -82%
GKWIM
2403
Gerber Kawasaki Wealth & Investment Management
California
$552K -$27.5K -52 -5%
DCM
2404
Dimension Capital Management
Florida
$550K +$23.3K +44 +4%
FP
2405
Foundry Partners
Minnesota
$549K
GWAM
2406
Guardian Wealth Advisors (Minnesota)
Minnesota
$549K
HCM
2407
Hengehold Capital Management
Ohio
$548K -$2.12K -4 -0.4%
FA
2408
Fagan Associates
New York
$548K +$6.36K +12 +1%
BDF
2409
Black Diamond Financial
Maryland
$546K
GFP
2410
Guardian Financial Partners
California
$541K +$540K +1,020 New
GCM
2411
Gables Capital Management
Florida
$541K
SPP
2412
Single Point Partners
Massachusetts
$539K +$26K +49 +5%
AIP
2413
Almanack Investment Partners
Pennsylvania
$539K +$538K +1,016 New
HIIFS
2414
Harel Insurance Investments & Financial Services
Israel
$538K +$376K +709 +229%
CM
2415
Columbus Macro
Pennsylvania
$536K +$44.5K +84 +9%
MHR
2416
Matthew Hamilton Rosenberg
$536K +$4.24K +8 +0.8%
AIA
2417
Angeles Investment Advisors
California
$534K +$38.7K +73 +8%
SAMC
2418
Spectrum Asset Management (California)
California
$533K
BMO
2419
Beck Mack & Oliver
New York
$532K
WBG
2420
Wharton Business Group
Pennsylvania
$532K
PCA
2421
Prosperity Capital Advisors
Ohio
$531K +$531K +1,002 New
GPI
2422
General Partner Inc
Pennsylvania
$531K +$531K +1,002 New
CG
2423
Clarus Group
Texas
$530K -$20.1K -38 -4%
Fuller & Thaler Asset Management
2424
Fuller & Thaler Asset Management
California
$530K -$305K -575 -37%
SCM
2425
Stonebridge Capital Management
California
$530K

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.