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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
SA
2976
SRH Advisors
Kansas
$9K
SC
2977
Schubert & Co
Texas
$9K +$1.05K +2 +13%
KSWA
2978
Kathleen S. Wright Associates
Pennsylvania
$9K +$8.94K +17 New
MOS
2979
MGO One Seven
Ohio
$8.54K -$632K -1,202 -14%
TC
2980
Truvestments Capital
Florida
$8K
HWM
2981
HighMark Wealth Management
Minnesota
$7K
NF
2982
Norwood Financial
Pennsylvania
$7K +$7.36K +14 New
EWM
2983
Executive Wealth Management
Michigan
$6.88K -$3.45M -6,561 -49%
KC
2984
Knuff & Co
California
$6K
MUMSS
2985
Mitsubishi UFJ Morgan Stanley Securities
Japan
$5K
AS
2986
Altshuler Shaham
Israel
$4K -$1.05K -2 -20%
HFS
2987
HBC Financial Services
Washington
$4K
MCM
2988
McMillion Capital Management
North Carolina
$4K
PWP
2989
Principle Wealth Partners
Connecticut
$3.44K -$34.7K -66 -1%
CWM
2990
Cedar Wealth Management
California
$3K -$1.05K -2 -25%
FGAM
2991
Financial Gravity Asset Management
Texas
$2.58K -$654K -1,244 -9%
WIM
2992
Westside Investment Management
California
$1.35K -$40K -76 -3%
BIM
2993
Baldwin Investment Management
Pennsylvania
$1.22K -$107K -204 -8%
FHC
2994
First Heartland Consultants
Missouri
$733
JMF
2995
Johnson Midwest Financial
Iowa
$31
APM
2996
Avidity Partners Management
Texas
-$124M -242,200 Closed
SC
2997
Sculptor Capital
New York
-$113M -219,809 Closed
TPI
2998
Tesco Pension Investment
United Kingdom
-$92.1M -179,347 Closed
MSRPS
2999
Maryland State Retirement & Pension System
Maryland
-$37M -72,073 Closed
NIG
3000
NFJ Investment Group
Texas
-$14.3M -27,816 Closed

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.