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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
PSIWM
2526
Paradigm Strategies in Wealth Management
Minnesota
$371K
C
2527
Covestor
United Kingdom
$371K +$16.3K +31 +4%
BFS
2528
Bickling Financial Services
Massachusetts
$370K +$1.05K +2 +0.3%
FC
2529
Financial Council
Maryland
$370K +$385K +733 New
TMWM
2530
Taylor & Morgan Wealth Management
Michigan
$369K
MGAM
2531
McGowan Group Asset Management
Texas
$368K +$6.84K +13 +2%
IAG
2532
Investmark Advisory Group
Connecticut
$368K +$99.4K +189 +35%
OWM
2533
Orgel Wealth Management
Wisconsin
$367K +$39.4K +75 +12%
NWA
2534
New World Advisors
Massachusetts
$367K +$44.7K +85 +13%
OWA
2535
Octavia Wealth Advisors
Ohio
$365K -$8.94K -17 -2%
CC
2536
Callan Capital
California
$364K -$4.21K -8 -1%
MC
2537
Merlin Capital
Rhode Island
$363K -$92K -175 -20%
UWPG
2538
Ullmann Wealth Partners Group
Florida
$363K
RWP
2539
Ridgecrest Wealth Partners
California
$362K -$2.1K -4 -0.6%
AIA
2540
Arbor Investment Advisors
North Carolina
$362K
GCA
2541
Greenwood Capital Associates
South Carolina
$361K
LF
2542
Lantz Financial
Illinois
$361K +$7.89K +15 +2%
CCA
2543
Cottonwood Capital Advisors
Utah
$360K +$6.84K +13 +2%
CWA
2544
CJM Wealth Advisers
Virginia
$359K +$11K +21 +3%
WAM
2545
Worth Asset Management
Texas
$359K -$81K -154 -18%
BFA
2546
Bill Few Associates
Pennsylvania
$359K
FTUS
2547
Flow Traders U.S.
New York
$358K +$372K +708 New
FMTCOCP
2548
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$357K
RFA
2549
RTD Financial Advisors
Pennsylvania
$355K -$50.5K -96 -12%
GF
2550
Gries Financial
Ohio
$355K -$46.3K -88 -11%

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.