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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
PFS
2776
Physicians Financial Services
North Carolina
$227K -$28.9K -55 -11%
OCM
2777
Orser Capital Management
Texas
$227K
SAMT
2778
Select Asset Management & Trust
Pennsylvania
$227K
WFA
2779
West Financial Advisors
Iowa
$227K
FDS
2780
First Dallas Securities
Texas
$227K +$237K +450 New
LWANC
2781
Laurel Wealth Advisors (North Carolina)
North Carolina
$226K +$2.1K +4 +0.9%
FPCM
2782
Financial Partners Capital Management
New York
$226K
ACM
2783
AUA Capital Management
Pennsylvania
$225K -$105K -200 -31%
DI
2784
Diligent Investors
California
$225K
PWW
2785
Pettyjohn Wood & White
Virginia
$225K +$234K +445 New
RWML
2786
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$224K
KOC
2787
Koss-Olinger Consulting
Florida
$223K -$37.3K -71 -14%
AFAS
2788
Acorn Financial Advisory Services
Virginia
$223K -$31K -59 -12%
MIH
2789
Meitav Investment House
Israel
$223K
CF
2790
Corrigan Financial
Rhode Island
$223K
LC
2791
LCNB Corp
Ohio
$221K
KC
2792
Kinloch Capital
Virginia
$219K -$5.26K -10 -2%
ME
2793
McIlrath & Eck
Washington
$219K +$83.6K +159 +58%
ACM
2794
Academy Capital Management
Texas
$218K
HCM
2795
Hutner Capital Management
Vermont
$218K +$16.8K +32 +8%
PIFP
2796
Partners in Financial Planning
Virginia
$217K
EAM
2797
Empirical Asset Management
Massachusetts
$217K -$15.8K -30 -7%
WFA
2798
WMG Financial Advisors
Tennessee
$217K -$9.46K -18 -4%
LFA
2799
Landmark Financial Advisors
Kentucky
$216K -$9.46K -18 -4%
LRPA
2800
L. Roy Papp & Associates
Arizona
$216K -$2.63K -5 -1%

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.