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UnitedHealth

2,994 hedge funds and large institutions have $415B invested in UnitedHealth in 2022 Q3 according to their latest regulatory filings, with 148 funds opening new positions, 1,242 increasing their positions, 1,214 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

95% more first-time investments, than exits

New positions opened: 148 | Existing positions closed: 76

5% more funds holding in top 10

Funds holding in top 10: 579608 (+29)

1% more funds holding

Funds holding: 2,9592,994 (+35)

2% more repeat investments, than reductions

Existing positions increased: 1,242 | Existing positions reduced: 1,214

2% more call options, than puts

Call options by funds: $3.86B | Put options by funds: $3.8B

0.62% more ownership

Funds ownership: 87.54%88.17% (+0.62%)

1% less capital invested

Capital invested by funds: $420B → $415B (-$5B)

Holders
2,994
Holders Change
+35
Holders Change %
+1.18%
% of All Funds
51.57%
Holding in Top 10
608
Holding in Top 10 Change
+29
Holding in Top 10 Change %
+5.01%
% of All Funds
10.47%
New
148
Increased
1,242
Reduced
1,214
Closed
76
Calls
$3.86B
Puts
$3.8B
Net Calls
+$64.3M
Net Calls Change
-$193M
Name Holding Trade Value Shares
Change
Change in
Stake
CAM
2501
Columbia Asset Management
Michigan
$383K +$26.8K +51 +7%
CFSG
2502
Clark Financial Services Group
Missouri
$383K +$399K +758 New
SFG
2503
StrategIQ Financial Group
Indiana
$382K
ML
2504
Mayport LLC
Massachusetts
$382K +$82.6K +157 +26%
NFP
2505
Narus Financial Partners
Utah
$381K
AFA
2506
American Financial Advisors
Georgia
$381K -$1.05K -2 -0.3%
EW
2507
Element Wealth
Mississippi
$380K +$526 +1 +0.1%
CCA
2508
Column Capital Advisors
Indiana
$379K
WW
2509
Westshore Wealth
California
$379K
FAM
2510
Flaharty Asset Management
Florida
$378K +$4.21K +8 +1%
SA
2511
Shilanski & Associates
Alaska
$378K +$33.7K +64 +9%
PCMC
2512
Private Capital Management (Colorado)
Colorado
$378K +$145K +276 +58%
A
2513
AustralianSuper
Australia
$377K +$1.94M +3,684 +0.5%
CNC
2514
Citizens & Northern Corp
Pennsylvania
$376K
KOMWMG
2515
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$376K +$526 +1 +0.1%
AFC
2516
AFT Forsyth & Company
Florida
$376K +$63.1K +120 +19%
BFWA
2517
Benchmark Financial Wealth Advisors
Florida
$376K +$104K +197 +36%
BWP
2518
Bernardo Wealth Planning
Pennsylvania
$375K +$46.3K +88 +14%
CP
2519
Castleview Partners
Texas
$375K +$385K +733 +7,330%
BRM
2520
Boston Research & Management
Massachusetts
$373K
CFP
2521
Cypress Financial Planning
New Jersey
$373K +$25.8K +49 +7%
FPIS
2522
Financial Planning & Information Services
Wisconsin
$372K
GSIS
2523
Global Strategic Investment Solutions
Arizona
$372K +$16.3K +31 +4%
AIP
2524
Ahrens Investment Partners
Louisiana
$372K +$66.3K +126 +21%
BSAM
2525
Blue Square Asset Management
New York
$371K

UNH Hedge Fund Activity: Q3 2022 in Review

2,994 of the 5,806 institutional investors tracked by Wall St. Rank reported a position in UnitedHealth (UNH) for Q3 2022, worth a combined $415B — down 1.2% from $420B a quarter earlier.

Buyers outnumbered sellers: 148 funds opened new UNH positions and 76 closed out — a net gain of 72 holders — while 1,242 added to existing stakes and 1,214 trimmed.

The largest buyer was Janus Henderson Group, adding an estimated $2.95B. The largest seller was T. Rowe Price Associates, cutting an estimated $2.2B.

  • 2,994 institutional investors held UnitedHealth (UNH) as of Q3 2022, up from 2,959 in Q2 2022.
  • Funds reported $415B of UnitedHealth stock for Q3 2022, down 1.2% quarter-over-quarter.
  • 148 funds opened new UnitedHealth positions in Q3 2022 and 76 closed out, a net change of +72 holders.
  • The largest UnitedHealth buyer in Q3 2022 was Janus Henderson Group, an estimated $2.95B added.
  • The largest UnitedHealth seller in Q3 2022 was T. Rowe Price Associates, an estimated $2.2B sold.

Based on aggregated 13F filings for Q3 2022.