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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
P
2801
Palladiem
Pennsylvania
$215K
HIS
2802
Harvest Investment Services
Illinois
$215K +$8.94K +17 +4%
SAM
2803
Summit Asset Management
Tennessee
$215K +$15.2K +29 +7%
AFWM
2804
AMJ Financial Wealth Management
Virginia
$215K +$223K +425 New
PWS
2805
Paragon Wealth Strategies
Florida
$215K +$223K +425 New
ACG
2806
Allen Capital Group
Nebraska
$214K -$5.78K -11 -3%
HWA
2807
Heartwood Wealth Advisors
Virginia
$214K
MS
2808
Madden Securities
Texas
$214K
NAM
2809
NTV Asset Management
West Virginia
$214K
SRG
2810
SBB Research Group
Illinois
$214K +$223K +424 New
RIM
2811
Rockbridge Investment Management
New York
$214K
AA
2812
AlphaCentric Advisors
Puerto Rico
$213K +$221K +421 New
KWS
2813
Keystone Wealth Services
California
$213K +$221K +421 New
LSA
2814
Lion Street Advisors
Texas
$212K -$20.5K -39 -9%
EIA
2815
Eldridge Investment Advisors
New Hampshire
$212K
HBW
2816
Hazlett, Burt & Watson
West Virginia
$211K -$3.15K -6 -1%
SSW
2817
Smith Shellnut Wilson
Mississippi
$210K
AFS
2818
Axiom Financial Strategies
Indiana
$210K +$1.58K +3 +0.7%
MWP
2819
Meridian Wealth Partners
Pennsylvania
$210K +$9.46K +18 +5%
HBWM
2820
Hollow Brook Wealth Management
New York
$209K
OFW
2821
Omnia Family Wealth
Florida
$209K
MWA
2822
MFA Wealth Advisors
Pennsylvania
$209K +$9.99K +19 +5%
MGIM
2823
M&G Investment Management
United Kingdom
$209K -$9.65M -18,344 -4%
OHIS
2824
Oak Harvest Investment Services
Texas
$208K +$217K +412 New
CPSC
2825
Carl P. Sherr & Co
Massachusetts
$206K +$214K +407 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.