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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
DCBT
2851
Dakota Community Bank & Trust
North Dakota
$172K +$179K +340 New
OCM
2852
Orion Capital Management
California
$171K +$48.9K +93 +38%
DI
2853
Disciplined Investments
Oklahoma
$163K -$2.63K -5 -2%
SC
2854
Solstein Capital
California
$162K
TFA
2855
Transamerica Financial Advisors
Florida
$162K +$6.31K +12 +4%
TCWA
2856
Ten Capital Wealth Advisors
Washington
$159K +$26.8K +51 +19%
NIMI
2857
Natixis Investment Managers International
France
$157K -$2.02M -3,844 -92%
HIIFS
2858
Harel Insurance Investments & Financial Services
Israel
$156K -$249K -473 -60%
TFGT
2859
TS Financial Group (TSFG)
Illinois
$154K -$14.2K -27 -8%
TCM
2860
Tradewinds Capital Management
Washington
$147K
NMG
2861
New Millennium Group
Utah
$146K +$5.78K +11 +4%
HBT
2862
Hills Bank & Trust
Iowa
$145K -$50K -95 -25%
RP
2863
Rowlandmiller & Partners
Georgia
$144K +$25.8K +49 +21%
LS
2864
Leelyn Smith
Illinois
$137K -$120K -228 -46%
LWA
2865
Lowe Wealth Advisors
Maryland
$137K -$9.99K -19 -7%
WAS
2866
Winch Advisory Services
Wisconsin
$137K +$526 +1 +0.4%
O
2867
OrbiMed
New York
$135K -$7.36M -14,000 -5%
FPB
2868
First PREMIER Bank
South Dakota
$134K -$8.41K -16 -6%
AIM
2869
Axiom Investment Management
New York
$134K +$138K +262 New
M1FG
2870
Mach-1 Financial Group
Arkansas
$131K +$3.68K +7 +3%
OLVIG
2871
Oliver Lagore Vanvalin Investment Group
Michigan
$131K +$15.2K +29 +13%
MAWCM
2872
Mine & Arao Wealth Creation & Management
California
$129K +$23.1K +44 +21%
TFM
2873
TFC Financial Management
Massachusetts
$128K
AA
2874
Addison Advisors
Vermont
$128K +$21.6K +41 +19%
AWM
2875
Abound Wealth Management
Tennessee
$125K +$130K +248 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.