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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
DMKJ
2951
David M. Knott Jr
$29K
PK
2952
Pflug Koory
Nebraska
$26K +$16.8K +32 +160%
FEG
2953
Financial Enhancement Group
Indiana
$25K
PP
2954
Pacifica Partners
Canada
$25K +$6.84K +13 +36%
TF
2955
TimeScale Financial
Massachusetts
$25K +$18.9K +36 +277%
IRC
2956
Investors Research Corp
Georgia
$24K +$3.68K +7 +18%
KFS
2957
Kelly Financial Services
Massachusetts
$22.1K
DWMG
2958
DB Wealth Management Group
California
$22K
GAG
2959
Goodman Advisory Group
Massachusetts
$22K
IWP
2960
IAG Wealth Partners
Wisconsin
$22K +$22.1K +42 +2,100%
AIM
2961
Arcadia Investment Management
Michigan
$21K
CWA
2962
Carolina Wealth Advisors
South Carolina
$21K
MS
2963
Mizuho Securities
Japan
$18K -$526 -1 -3%
CL
2964
COWA LLC
Oklahoma
$18K +$18.4K +35 New
IA
2965
IFS Advisors
Kansas
$17K
UFF
2966
USA Financial Formulas
Michigan
$17K +$12.1K +23 +209%
HWP
2967
Highline Wealth Partners
California
$16.2K +$16.8K +32 New
SAM
2968
Strategic Asset Management
Minnesota
$15K +$15.8K +30 New
APW
2969
Axim Planning & Wealth
Ohio
$13K -$7.89K -15 -38%
BCM
2970
Bourgeon Capital Management
Connecticut
$13K
EL
2971
EMFO LLC
Florida
$13K
MDCM
2972
Morgan Dempsey Capital Management
Wisconsin
$12K +$12.6K +24 New
RIM
2973
Ranger Investment Management
Texas
$11K
LIM
2974
Longfellow Investment Management
Massachusetts
$10K
NC
2975
NewSquare Capital
Pennsylvania
$9K

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.