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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
PCMK
2601
Paragon Capital Management (Kansas)
Kansas
$322K +$13.1K +25 +4%
TFA
2602
Triad Financial Advisors
North Carolina
$322K +$13.7K +26 +4%
AWM
2603
Aprio Wealth Management
Georgia
$320K -$33.1K -63 -9%
HWA
2604
HHM Wealth Advisors
Tennessee
$319K -$112K -213 -25%
CA
2605
Carson Advisory
Georgia
$318K -$16.3K -31 -5%
RFG
2606
Range Financial Group
Oregon
$318K -$3.15K -6 -0.9%
MA
2607
MBA Advisors
Pennsylvania
$318K
DWP
2608
Destiny Wealth Partners
Florida
$317K -$10.5K -20 -3%
PPW
2609
Parcion Private Wealth
Washington
$316K -$4.73K -9 -1%
TFF
2610
The Family Firm
Maryland
$316K -$3.15K -6 -0.9%
ITIM
2611
Indiana Trust & Investment Management
Indiana
$316K
WDL
2612
Well Done LLC
Michigan
$315K +$30K +57 +10%
SWIG
2613
Strategic Wealth Investment Group
Kentucky
$315K +$33.7K +64 +11%
CA
2614
CapWealth Advisors
Tennessee
$314K -$108K -205 -25%
AWM
2615
Atticus Wealth Management
Florida
$314K
HCM
2616
Howard Capital Management
Georgia
$314K +$23.7K +45 +8%
BFP
2617
Briaud Financial Planning
Texas
$313K +$53.6K +102 +22%
RWM
2618
Reston Wealth Management
Virginia
$311K -$53.6K -102 -14%
LFG
2619
Lockerman Financial Group
California
$310K +$26.8K +51 +9%
LIA
2620
LBMC Investment Advisors
Tennessee
$309K -$78.9K -150 -20%
SN
2621
Sittner & Nelson
Oregon
$309K -$11.6K -22 -3%
EWM
2622
Endowment Wealth Management
Wisconsin
$309K -$2.1K -4 -0.6%
LSA
2623
Lansing Street Advisors
Pennsylvania
$309K
PWS
2624
Peterson Wealth Services
Utah
$309K +$23.1K +44 +8%
MPCG
2625
Matrix Private Capital Group
New York
$308K -$106K -201 -25%

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.