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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
BMC
2626
Benin Management Corp
Connecticut
$308K
EWA
2627
ERTS Wealth Advisors
Michigan
$308K
WWP
2628
WR Wealth Planners
Missouri
$307K +$22.6K +43 +8%
SIA
2629
Sage Investment Advisers
New York
$307K
BFA
2630
Benedict Financial Advisors
Georgia
$306K +$1.05K +2 +0.3%
BBW
2631
Blue Barn Wealth
Utah
$306K +$64.2K +122 +25%
AC
2632
Apella Capital
Connecticut
$305K -$21.6K -41 -6%
WIA
2633
World Investment Advisors
California
$305K +$79.9K +152 +34%
TWP
2634
TFO Wealth Partners
Ohio
$304K -$42.1K -80 -12%
VBWMG
2635
Von Berge Wealth Management Group
California
$304K +$526 +1 +0.2%
EA
2636
Emerald Advisors
Washington
$303K +$8.94K +17 +3%
CIG
2637
Cairn Investment Group
Washington
$302K
TCM
2638
Triumph Capital Management
Colorado
$301K -$11.6K -22 -4%
HA
2639
HC Advisors
Georgia
$301K +$77.3K +147 +33%
CWG
2640
Crown Wealth Group
North Carolina
$300K +$12.1K +23 +4%
UBV
2641
United Bank (Virginia)
Virginia
$299K +$15.8K +30 +5%
KLI
2642
Kelman-Lazarov Inc
Tennessee
$298K
CFO
2643
Custos Family Office
Texas
$297K -$19.5K -37 -6%
HPWM
2644
High Pines Wealth Management
Massachusetts
$296K +$50.5K +96 +20%
OLA
2645
Oliver Luxxe Assets
New Jersey
$295K -$42.1K -80 -12%
OPWM
2646
Oakwell Private Wealth Management
Texas
$295K -$5.26K -10 -2%
GIM
2647
Grassi Investment Management
California
$295K +$52.6K +100 +21%
DA
2648
Dash Acquisitions
California
$294K
KL
2649
KilterHowling LLC
Colorado
$294K -$14.2K -27 -4%
OCPWS
2650
One Charles Private Wealth Services
Massachusetts
$293K +$1.58K +3 +0.5%

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.