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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
GIM
2676
Guild Investment Management
California
$278K -$6.31K -12 -2%
HHAM
2677
HITE Hedge Asset Management
Massachusetts
$278K
AP
2678
Atwood & Palmer
Missouri
$277K
IA
2679
Integrity Advisory
Kansas
$276K -$1.58K -3 -0.5%
IIA
2680
IPG Investment Advisors
California
$275K -$29.4K -56 -9%
AIMC
2681
Alley Investment Management Company
Illinois
$275K -$10.5K -20 -4%
FFA
2682
Fi3 Financial Advisors
Indiana
$274K +$2.63K +5 +0.9%
WF
2683
Wayfinding Financial
Washington
$274K +$19.5K +37 +7%
BFIC
2684
Bedell Frazier Investment Counselling
California
$274K +$286K +543 New
EMFAT
2685
Emerald Mutual Fund Advisers Trust
Pennsylvania
$273K +$36.8K +70 +15%
PG
2686
Prostatis Group
Maryland
$273K
VCP
2687
Vista Capital Partners
Oregon
$272K -$10.5K -20 -4%
B
2688
Bridgeworth
Alabama
$272K
SAG
2689
Spotlight Asset Group
Illinois
$271K +$267K +507 New
HC
2690
Hamilton Capital
Ohio
$270K +$13.1K +25 +5%
MF
2691
Meridian Financial
Massachusetts
$269K
BST
2692
Bath Savings Trust
Maine
$269K +$17.4K +33 +7%
KFS
2693
Kaizen Financial Strategies
California
$269K +$280K +532 New
GCM
2694
G2 Capital Management
Ohio
$268K
ACK
2695
Andrew C. Karlinski
$266K -$2.1K -4 -0.8%
PGIM
2696
Pacific Global Investment Management
California
$265K -$26.8K -51 -9%
FCFC
2697
First Citizens Financial Corp
Iowa
$265K -$10.5K -20 -4%
PBC
2698
Pavion Blue Capital
California
$265K
CPC
2699
Congress Park Capital
New York
$263K -$58.9K -112 -18%
CWA
2700
Clarity Wealth Advisors
California
$263K -$1.05K -2 -0.4%

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.