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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
SSC
2651
Syverson Strege & Co
Iowa
$292K +$526 +1 +0.2%
APW
2652
Acima Private Wealth
Virginia
$291K
AAM
2653
Azzad Asset Management
Virginia
$291K
AWG
2654
Altus Wealth Group
Colorado
$290K
JE
2655
JMAC Enterprises
Pennsylvania
$290K +$8.41K +16 +3%
FMP
2656
Financial Management Professionals
Texas
$289K +$145K +276 +93%
RWA
2657
RGT Wealth Advisors
Texas
$288K -$157K -298 -34%
ACM
2658
Antonetti Capital Management
Florida
$288K -$38.9K -74 -11%
DWA
2659
Dougherty Wealth Advisers
Minnesota
$288K
CCP
2660
Carmel Capital Partners
California
$287K
SPI
2661
Sutton Place Investors
New York
$287K +$11.6K +22 +4%
DE
2662
Day & Ennis
Georgia
$286K
PCA
2663
Peddock Capital Advisors
Massachusetts
$286K +$34.7K +66 +13%
JWM
2664
JGP Wealth Management
Oregon
$285K +$297K +564 New
HFS
2665
Horizon Financial Services
North Carolina
$282K -$53.1K -101 -15%
SA
2666
Syntax Advisors
New York
$282K -$1.05K -2 -0.4%
VCG
2667
Vantage Consulting Group
Virginia
$282K -$1.05K -2 -0.4%
CNWM
2668
Clay Northam Wealth Management
California
$281K
IAP
2669
Indie Asset Partners
Indiana
$281K
QP
2670
Quilter Plc
United Kingdom
$281K
ARI
2671
Applied Research Investments
Delaware
$280K -$632K -1,201 -68%
NAS
2672
Nicolet Advisory Services
Wisconsin
$280K +$11K +21 +4%
4WM
2673
4J Wealth Management
Virginia
$279K
WFA
2674
Wade Financial Advisory
California
$279K
TWP
2675
Tempus Wealth Planning
California
$279K +$291K +553 New

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.