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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$44.6B +$573M +1,082,511 +1%
BlackRock
2
BlackRock
New York
$39.5B +$1.63B +3,072,282 +4%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$25.7B -$1.04B -1,965,776 -4%
State Street
4
State Street
Massachusetts
$24.5B +$127M +239,552 +0.5%
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$16.9B -$383M -723,398 -2%
Capital World Investors
6
Capital World Investors
California
$16.3B -$1.34B -2,535,566 -8%
Wellington Management Group
7
Wellington Management Group
Massachusetts
$12.7B -$674M -1,273,138 -5%
JP Morgan Chase
8
JP Morgan Chase
New York
$11.9B +$69.4M +130,971 +0.6%
Capital Research Global Investors
9
Capital Research Global Investors
California
$9.18B -$737M -1,390,939 -7%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$8.92B +$131M +247,997 +1%
Capital International Investors
11
Capital International Investors
California
$8.74B -$732M -1,382,190 -8%
Morgan Stanley
12
Morgan Stanley
New York
$8.29B +$1B +1,893,192 +14%
Bank of America
13
Bank of America
North Carolina
$5.61B +$97.1M +183,228 +2%
AllianceBernstein
14
AllianceBernstein
Tennessee
$5.57B +$219M +414,032 +4%
Northern Trust
15
Northern Trust
Illinois
$5.46B -$13.1M -24,712 -0.2%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$5.39B -$108M -204,794 -2%
Norges Bank
17
Norges Bank
Norway
$5.21B +$310M +585,643 +6%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$4.72B -$203M -383,892 -4%
Wells Fargo
19
Wells Fargo
California
$4.1B -$21.2M -40,097 -0.5%
N
20
Nuveen
North Carolina
$3.84B -$19.9M -37,509 -0.5%
ClearBridge Investments
21
ClearBridge Investments
New York
$3.67B -$418M -788,718 -10%
Legal & General Group
22
Legal & General Group
United Kingdom
$3.52B -$82.2M -155,107 -2%
Janus Henderson Group
23
Janus Henderson Group
United Kingdom
$3B -$3.03B -5,715,328 -50%
Charles Schwab
24
Charles Schwab
California
$2.83B +$66.8M +126,075 +2%
Sanders Capital
25
Sanders Capital
Florida
$2.74B -$918M -1,733,670 -25%

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.