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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
GC
2451
Gilbert & Cook
Iowa
$509K -$31.3K -59 -6%
LFG
2452
Lockerman Financial Group
California
$509K +$184K +347 +57%
FFG
2453
Fortem Financial Group
California
$507K +$6.89K +13 +1%
AFG
2454
Allegheny Financial Group
Pennsylvania
$507K -$21.7K -41 -4%
BFG
2455
Barber Financial Group
Kansas
$507K +$5.3K +10 +1%
BHBT
2456
Burke & Herbert Bank & Trust
Virginia
$506K
KI
2457
Kula Investments
Illinois
$504K +$504K +951 New
LA
2458
Latitude Advisors
Florida
$502K -$63.6K -120 -11%
VST
2459
Van Strum & Towne
California
$501K
CC
2460
Callan Capital
California
$500K +$119K +224 +31%
GC
2461
Garde Capital
Washington
$500K +$35K +66 +8%
MCM
2462
Mendel Capital Management
Arkansas
$500K +$50.3K +95 +11%
FWM
2463
FFT Wealth Management
Pennsylvania
$499K
OCM
2464
Objective Capital Management
Ohio
$498K +$28.6K +54 +6%
SAF
2465
Smith Anglin Financial
Texas
$497K +$1.59K +3 +0.3%
RWI
2466
Red Wave Investments
Pennsylvania
$496K -$5.3K -10 -1%
SNBOSD
2467
Security National Bank of So Dak
Iowa
$496K
PO
2468
Private Ocean
California
$495K +$55.6K +105 +13%
AA
2469
Aufman Associates
Pennsylvania
$495K +$530 +1 +0.1%
HNWAG
2470
High Net Worth Advisory Group
Florida
$495K -$34.4K -65 -7%
FFA
2471
Farther Finance Advisors
California
$495K +$494K +933 New
RCG
2472
Regatta Capital Group
California
$495K -$45.6K -86 -8%
JSP
2473
Jackson Square Partners
California
$494K -$1.79M -3,385 -78%
FCIM
2474
Fairview Capital Investment Management
California
$493K
RCM
2475
Requisite Capital Management
Texas
$493K

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.