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UnitedHealth

2,959 hedge funds and large institutions have $420B invested in UnitedHealth in 2022 Q2 according to their latest regulatory filings, with 155 funds opening new positions, 1,224 increasing their positions, 1,224 reducing their positions, and 117 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more first-time investments, than exits

New positions opened: 155 | Existing positions closed: 117

30% more funds holding in top 10

Funds holding in top 10: 445579 (+134)

9% more call options, than puts

Call options by funds: $3.23B | Put options by funds: $2.97B

0.24% more ownership

Funds ownership: 87.3%87.54% (+0.24%)

0% more repeat investments, than reductions

Existing positions increased: 1,224 | Existing positions reduced: 1,224

0% less funds holding

Funds holding: 2,9612,959 (-2)

9% less capital invested

Capital invested by funds: $462B → $420B (-$42.3B)

Holders
2,959
Holders Change
-2
Holders Change %
-0.07%
% of All Funds
49.84%
Holding in Top 10
579
Holding in Top 10 Change
+134
Holding in Top 10 Change %
+30.11%
% of All Funds
9.75%
New
155
Increased
1,224
Reduced
1,224
Closed
117
Calls
$3.23B
Puts
$2.97B
Net Calls
+$257M
Net Calls Change
+$281M
Name Holding Trade Value Shares
Change
Change in
Stake
GIA
3076
Goodwin Investment Advisory
Georgia
-$30K -59 Closed
FCAS
3077
First Command Advisory Services
Texas
+$3.52K +7 New

UNH Hedge Fund Activity: Q2 2022 in Review

2,959 of the 5,937 institutional investors tracked by Wall St. Rank reported a position in UnitedHealth (UNH) for Q2 2022, worth a combined $420B — down 9.2% from $462B a quarter earlier.

Buyers outnumbered sellers: 155 funds opened new UNH positions and 117 closed out — a net gain of 38 holders — while 1,224 added to existing stakes and 1,224 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $2.79B. The largest seller was Wellington Management Group, cutting an estimated $732M.

  • 2,959 institutional investors held UnitedHealth (UNH) as of Q2 2022, down from 2,961 in Q1 2022.
  • Funds reported $420B of UnitedHealth stock for Q2 2022, down 9.2% quarter-over-quarter.
  • 155 funds opened new UnitedHealth positions in Q2 2022 and 117 closed out, a net change of +38 holders.
  • The largest UnitedHealth buyer in Q2 2022 was T. Rowe Price Associates, an estimated $2.79B added.
  • The largest UnitedHealth seller in Q2 2022 was Wellington Management Group, an estimated $732M sold.

Based on aggregated 13F filings for Q2 2022.