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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
GG
2901
Gleason Group
Kentucky
$78K
AWM
2902
Accel Wealth Management
Iowa
$76K
SAM
2903
Selway Asset Management
$76K +$78.9K +150 New
RG
2904
Retirement Group
California
$74K -$93.1K -177 -55%
RBC
2905
Roble Belko & Company
Pennsylvania
$74K
AWM
2906
Activest Wealth Management
Florida
$72K +$7.36K +14 +11%
WWMSC
2907
Wagner Wealth Management (South Carolina)
South Carolina
$71K -$26.3K -50 -26%
POIA
2908
Pin Oak Investment Advisors
Texas
$68K
KFAA
2909
Klaas Financial Asset Advisors
Illinois
$66K
GIS
2910
Grayhawk Investment Strategies
Alberta, Canada
$65K
GWMI
2911
Guardian Wealth Management (Illinois)
Illinois
$64K
BAM
2912
Baldrige Asset Management
Pennsylvania
$63K
OA
2913
Operose Advisors
Wisconsin
$63K
WOC
2914
West Oak Capital
California
$63K
BAM
2915
Bellevue Asset Management
Washington
$62K
OAJ
2916
Ogorek Anthony Joseph
New York
$61K
DWA
2917
Delos Wealth Advisors
Texas
$61K +$14.2K +27 +29%
MFT
2918
Moisand Fitzgerald Tamayo
Florida
$61K +$59.9K +114 +1,629%
BA
2919
Bellwether Advisors
Nebraska
$59K +$43.1K +82 +228%
PA
2920
PSI Advisors
Florida
$58K -$116K -220 -66%
TC
2921
Tacita Capital
Ontario, Canada
$57K -$14.7K -28 -20%
VAM
2922
Vienna Asset Management
California
$55K +$57.3K +109 New
BSWA
2923
Bromfield Sneider Wealth Advisors
Massachusetts
$53K
SPWG
2924
Sage Private Wealth Group
Illinois
$52K
BHWM
2925
Beaird Harris Wealth Management
Texas
$51K

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.