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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
CWM
2701
Cherrydale Wealth Management
New Jersey
$263K +$5.26K +10 +2%
TSWM
2702
Tyler-Stone Wealth Management
Ohio
$263K +$16.3K +31 +6%
BHIA
2703
Birch Hill Investment Advisors
Massachusetts
$262K
WCM
2704
Windward Capital Management
California
$260K -$1.05K -2 -0.4%
PCMF
2705
Private Capital Management (Florida)
Florida
$259K +$1.05K +2 +0.4%
CA
2706
CSM Advisors
Pennsylvania
$258K +$34.2K +65 +15%
NPT
2707
Nixon Peabody Trust
Massachusetts
$258K -$121K -230 -31%
RCM
2708
Raleigh Capital Management
North Carolina
$257K +$20.5K +39 +8%
AWA
2709
Aletheian Wealth Advisors
Washington
$256K -$52.1K -99 -16%
RFP
2710
Roth Financial Partners
Texas
$256K
MFA
2711
McClarren Financial Advisors
Pennsylvania
$256K +$267K +507 New
ARIS
2712
Advanced Research Investment Solutions
California
$255K +$174K +330 +189%
GA
2713
Greenspring Advisors
Maryland
$254K -$7.89K -15 -3%
IAA
2714
Ironsides Asset Advisors
North Carolina
$254K
JWA
2715
JFS Wealth Advisors
Pennsylvania
$254K +$7.89K +15 +3%
IWN
2716
Independent Wealth Network
Iowa
$254K +$10.5K +20 +4%
AW
2717
Apricus Wealth
South Carolina
$253K
CWM
2718
Concentric Wealth Management
California
$253K
CPA
2719
Cowen Prime Advisors
New York
$253K
NSEDCP
2720
NJ State Employees Deferred Compensation Plan
New Jersey
$253K
WSWA
2721
Warren Street Wealth Advisors
California
$253K +$56.3K +107 +27%
SCA
2722
Sandy Cove Advisors
Massachusetts
$252K -$28.9K -55 -10%
BWA
2723
BlueSky Wealth Advisors
North Carolina
$252K +$34.7K +66 +15%
OKSA
2724
O'Keefe Stevens Advisory
New York
$252K +$52.1K +99 +25%
PPG
2725
Peak Planning Group
Colorado
$250K +$261K +496 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.