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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
OBWP
2876
O'Brien Wealth Partners
Massachusetts
$123K +$3.68K +7 +3%
VIA
2877
Virtus Investment Advisers
Connecticut
$123K +$128K +243 New
HI
2878
Hudock Inc
Pennsylvania
$120K +$526 +1 +0.4%
TCM
2879
TD Capital Management
Tennessee
$120K +$126K +239 New
CH
2880
Canton Hathaway
Rhode Island
$116K
TJHA
2881
Thomas J. Herzfeld Advisors
Florida
$114K
NSB
2882
Norway Savings Bank
Maine
$112K
FCG
2883
Financial Connections Group
California
$108K -$35.2K -67 -24%
HC
2884
Hoese & Co
Minnesota
$107K
PWC
2885
PYA Waltman Capital
Tennessee
$103K
S
2886
Surevest
California
$102K -$52.1K -99 -33%
CHA
2887
Carmichael Hill & Associates
Maryland
$101K
CFG
2888
CKW Financial Group
Hawaii
$101K
CWA
2889
Clearview Wealth Advisors
Oregon
$95K
CSPAM
2890
Cary Street Partners Asset Management
Virginia
$94K +$97.3K +185 New
MTCM
2891
Mint Tower Capital Management
Netherlands
$91K +$95.2K +181 New
CMP
2892
Coston McIsaac & Partners
Maine
$87K -$526 -1 -0.6%
BCMLT
2893
Beacon Capital Management LLC (Tennessee)
Tennessee
$85K +$10.5K +20 +14%
PCFFS
2894
Pacific Center for Financial Services
California
$82K -$4.21K -8 -5%
EC
2895
Estate Counselors
Wisconsin
$81K
SC
2896
Stephens Consulting
Michigan
$80.8K
FRA
2897
Front Row Advisors
California
$80K -$12.6K -24 -13%
BHWM
2898
Bay Harbor Wealth Management
Maryland
$80K -$5.78K -11 -7%
AW
2899
Avion Wealth
Texas
$80K
PCH
2900
Polar Capital Holdings
United Kingdom
$79.9K -$4.55M -8,649 -5%

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.