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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
Capstone Investment Advisors
3001
Capstone Investment Advisors
New York
-$13.2M -25,165 Closed
CCM
3002
Cinctive Capital Management
New York
-$12.3M -23,952 Closed
WI
3003
WBI Investments
New Jersey
-$7.65M -15,187 Closed
NLP
3004
Next Level Private
New York
-$3.38M -6,590 Closed
MCC
3005
Malaga Cove Capital
California
-$2.62M -5,120 Closed
AF
3006
Ally Financial
Michigan
-$2.57M -5,000 Closed
CFM
3007
Coronation Fund Managers
South Africa
-$2.37M -4,607 Closed
CWM
3008
Cordatus Wealth Management
Pennsylvania
-$2.27M -4,417 Closed
MSU
3009
Mizuho Securities USA
New York
-$1.84M -3,584 Closed
ACM
3010
Ativo Capital Management
Illinois
-$1.65M -3,215 Closed
CBN
3011
Cadence Bank NA
Texas
-$1.36M -2,650 Closed
BCM
3012
Bayesian Capital Management
New York
-$1.33M -2,600 Closed
FZCM
3013
Flynn Zito Capital Management
New York
-$1.31M -2,553 Closed
BA
3014
Bridgewater Advisors
New York
-$1.16M -2,262 Closed
AIP
3015
Almanack Investment Partners
Pennsylvania
-$1.12M -2,187 Closed
AIS
3016
AM Investment Strategies
Tennessee
-$1.08M -2,098 Closed
HFA
3017
Harbert Fund Advisors
Alabama
-$1.06M -2,055 Closed
MPCL
3018
My Personal CFO LLC
Washington
-$1M -1,946 Closed
TEC
3019
Tiger Eye Capital
Tennessee
-$958K -1,866 Closed
BC
3020
BIT Capital
Germany
-$872K -1,697 Closed
AI
3021
AdvisorShares Investments
Maryland
-$803K -1,563 Closed
MC
3022
Matisse Capital
Oregon
-$683K -1,330 Closed
IHWM
3023
Iron Horse Wealth Management
Iowa
-$639K -1,244 Closed
VNB
3024
Virginia National Bank
Virginia
-$586K -1,140 Closed
XS
3025
XR Securities
Illinois
-$523K -1,018 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.