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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
MSS
2426
Mitchell Sinkler & Starr
Pennsylvania
$529K +$47.7K +90 +10%
KWM
2427
Kaydan Wealth Management
Michigan
$528K -$22.2K -42 -4%
CA
2428
Corrado Advisors
New Jersey
$528K +$528K +996 New
LI
2429
Lafayette Investments
Maryland
$528K
FFA
2430
Fi3 Financial Advisors
Indiana
$527K +$239K +451 +83%
WB
2431
Webster Bank
Connecticut
$527K
BEAM
2432
Baker Ellis Asset Management
Washington
$527K
AP
2433
Adero Partners
California
$525K +$28.6K +54 +6%
SAM
2434
Synergy Asset Management
Washington
$524K +$65.7K +124 +14%
RWG
2435
Regal Wealth Group
California
$524K +$77.3K +146 +17%
COCM
2436
Charter Oak Capital Management
New Hampshire
$523K -$21.2K -40 -4%
BFC
2437
Bedel Financial Consulting
Indiana
$523K -$9.54K -18 -2%
BFIM
2438
Beese Fulmer Investment Management
Ohio
$522K -$6.36K -12 -1%
CC
2439
Corton Capital
Ontario, Canada
$520K +$94.3K +178 +22%
PPG
2440
Peak Planning Group
Colorado
$519K +$256K +483 +97%
IPW
2441
Invictus Private Wealth
Colorado
$519K +$519K +979 New
HWM
2442
HFR Wealth Management
New York
$517K +$8.47K +16 +2%
MCM
2443
McRae Capital Management
New Jersey
$517K
LA
2444
Lifeworks Advisors
Michigan
$515K -$204K -385 -28%
EWA
2445
Etesian Wealth Advisors
Oregon
$515K +$514K +971 New
CIG
2446
Cascade Investment Group
Colorado
$515K +$514K +971 New
CG
2447
Cutler Group
California
$514K -$2.19M -4,130 -81%
CHA
2448
Cooper/Haims Advisors
New York
$513K -$33.4K -63 -6%
CFD
2449
Creative Financial Designs
Indiana
$512K +$1.06K +2 +0.2%
WWM
2450
Windsor Wealth Management
Indiana
$510K +$530 +1 +0.1%

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.