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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
BG
3051
Benedetti & Gucer
Georgia
-$211K -410 Closed
WJA
3052
Willis Johnson & Associates
Texas
-$206K -401 Closed
RRWA
3053
Rainey & Randall Wealth Advisors
Florida
-$202K -393 Closed
WLIM
3054
White Lighthouse Investment Management
Massachusetts
-$201K -392 Closed
IMA
3055
Investment Management Associates
Colorado
-$203K -375 Closed
SIAP
3056
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
-$132K -257 Closed
BFG
3057
Baron Financial Group
New Jersey
-$131K -255 Closed
AIL
3058
AGF Investments LLC
Ontario, Canada
-$121K -236 Closed
MIHAS
3059
Maj Invest Holding A/S
Denmark
-$114K -222 Closed
IIL
3060
Insight Inv LLC
California
-$82K -159 Closed
BMD
3061
Better Money Decisions
New Mexico
-$48K -94 Closed
WOSD
3062
WFA of San Diego
California
-$41K -79 Closed
RCWMU
3063
Rothschild & Co Wealth Management (UK)
United Kingdom
-$31K -61 Closed
AA
3064
AlphaMark Advisors
Kentucky
-$31K -60 Closed
CIA
3065
Cascade Investment Advisors
Oregon
-$30.8K -60 Closed
GWMIA
3066
Global Wealth Management Investment Advisory
Florida
-$20K -39 Closed
PP
3067
Paloma Partners
Connecticut
-$13K -25 Closed
BI
3068
Bramshill Investments
Florida
-$10K -22 Closed
FBC
3069
Fairfield, Bush & Co
Connecticut
-$8K -15 Closed
RDIA
3070
RE Dickinson Investment Advisors
Iowa
-$7 -14 Closed
FCAS
3071
First Command Advisory Services
Texas
-$1.05K -2 -29%
JSAM
3072
J. Safra Asset Management
New York
+$3.68K +7 +4%

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.