We are live on ! Find out more
UNH icon

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
FA
2576
Forefront Analytics
Pennsylvania
$339K +$348K +662 New
Wealth Enhancement Advisory Services
2577
Wealth Enhancement Advisory Services
Minnesota
$338K -$8.94K -17 -2%
MSA
2578
Marino Stram & Associates
Massachusetts
$338K -$1.58K -3 -0.4%
LWMG
2579
Levy Wealth Management Group
Pennsylvania
$338K +$352K +670 New
OBWG
2580
Onyx Bridge Wealth Group
New York
$337K -$15.2K -29 -4%
HWM
2581
Howard Wealth Management
Connecticut
$335K +$50K +95 +17%
CMBA
2582
C.M. Bidwell & Associates
Hawaii
$333K -$64.7K -123 -16%
TF
2583
Trek Financial
Arizona
$333K -$45.2K -86 -12%
WCM
2584
Wealthcare Capital Management
Virginia
$332K
AOWM
2585
Alpha Omega Wealth Management
Virginia
$331K -$18.4K -35 -5%
ESCM
2586
Echo Street Capital Management
New York
$331K +$345K +656 New
NG
2587
Northstar Group
New York
$330K
RFN
2588
Redwood Financial Network
Ohio
$329K -$9.99K -19 -3%
SFG
2589
Summit Financial Group
West Virginia
$329K
SHJ
2590
Sharkey, Howes & Javer
Colorado
$327K
NAM
2591
NorthCrest Asset Manangement
Minnesota
$327K +$52.6K +100 +18%
CVM
2592
Cheviot Value Management
California
$326K
GIP
2593
Greatmark Investment Partners
Georgia
$326K +$5.26K +10 +2%
DAM
2594
Diamant Asset Management
Connecticut
$326K +$7.89K +15 +2%
VAG
2595
VisionPoint Advisory Group
Texas
$326K +$20.5K +39 +6%
EIG
2596
Ellenbecker Investment Group
Wisconsin
$326K +$21.6K +41 +7%
CISOA
2597
Capital Investment Services of America
Wisconsin
$325K -$28.9K -55 -8%
MA
2598
MAS Advisors
Florida
$325K +$84.1K +160 +33%
FWC
2599
First Washington Corp
Washington
$324K
HIM
2600
Hillsdale Investment Management
Ontario, Canada
$322K +$7.36K +14 +2%

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.