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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
RGF
3026
Retirement Guys Formula
Ohio
-$497K -967 Closed
BSSFA
3027
Baron Silver Stevens Financial Advisors
Florida
-$404K -787 Closed
BAS
3028
Brown Advisory Securities
Maryland
-$398K -774 Closed
KM
3029
Kalos Management
Georgia
-$382K -738 Closed
PCM
3030
Poehling Capital Management
Wisconsin
-$376K -733 Closed
WAOTB
3031
Wealth Advisors of Tampa Bay
Florida
-$354K -690 Closed
BBP
3032
Banco BTG Pactual
Brazil
-$351K -684 Closed
GAMC
3033
Garner Asset Management Corp
Texas
-$344K -670 Closed
HPA
3034
High Probability Advisors
New York
-$342K -665 Closed
CP
3035
Camelot Portfolios
Ohio
-$331K -645 Closed
CAM
3036
Crestone Asset Management
Colorado
-$312K -608 Closed
BCM
3037
Bienville Capital Management
New York
-$307K -598 Closed
KFA
3038
Krane Funds Advisors
New York
-$293K -570 Closed
EWM
3039
Echo Wealth Management
Minnesota
-$267K -520 Closed
SM
3040
SG3 Management
Puerto Rico
-$263K -500 Closed
FA
3041
Fermata Advisors
California
-$257K -497 Closed
CWM
3042
C2C Wealth Management
Arizona
-$265K -496 Closed
HPCM
3043
Hunter Perkins Capital Management
Illinois
-$253K -492 Closed
MAM
3044
Mystic Asset Management
Rhode Island
-$241K -470 Closed
GWM
3045
GSB Wealth Management
Connecticut
-$238K -464 Closed
IFO
3046
Independent Family Office
New York
-$228 -443 Closed
RF
3047
Rollins Financial
Georgia
-$223K -434 Closed
SF
3048
SBK Financial
Virginia
-$220K -429 Closed
GFP
3049
Guardian Financial Partners
California
-$216K -420 Closed
ADBIC
3050
A.D. Beadell Investment Counsel
Wisconsin
-$211K -411 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.