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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
NYLIM
301
New York Life Investment Management
New York
$70.2M -$175K -333 -0.2%
Creative Planning
302
Creative Planning
Kansas
$70.2M +$254K +483 +0.3%
PFPT
303
Pinnacle Financial Partners (Tennessee)
Tennessee
$69.6M +$3.11M +5,919 +4%
MCM
304
Marsico Capital Management
Colorado
$69.2M +$11.4M +21,628 +19%
MOACM
305
Mutual of America Capital Management
New York
$69.2M +$833K +1,584 +1%
Mercer Global Advisors
306
Mercer Global Advisors
Colorado
$69.1M +$2.6M +4,954 +4%
COPPSERS
307
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$69.1M +$116K +220 +0.2%
Cambridge Investment Research Advisors
308
Cambridge Investment Research Advisors
Iowa
$68.7M +$1.46M +2,779 +2%
CT
309
Cambridge Trust
Massachusetts
$68.6M -$2.04M -3,871 -3%
MIS
310
Morningstar Investment Services
Illinois
$68.2M -$27.6M -52,533 -29%
EAM
311
Erste Asset Management
Austria
$67M -$1.76M -3,345 -2%
TPSF
312
Texas Permanent School Fund
Texas
$66.8M +$4.43M +8,432 +7%
Marshall Wace
313
Marshall Wace
United Kingdom
$66.8M -$461M -877,539 -87%
GF
314
Gabelli Funds
New York
$66.4M +$7.5M +14,270 +12%
CG
315
Colony Group
Massachusetts
$66M -$145K -275 -0.2%
MAM
316
Martingale Asset Management
Massachusetts
$66M -$1.01M -1,930 -1%
FCI
317
Financial Counselors Inc
Kansas
$66M -$329K -626 -0.5%
BFS
318
Bradley Foster & Sargent
Connecticut
$65.6M +$797K +1,516 +1%
USAA
319
United Services Automobile Association
Texas
$65.1M -$11.5M -21,814 -14%
KAS
320
Kestra Advisory Services
Texas
$64.8M +$5.35M +10,165 +9%
MML Investors Services
321
MML Investors Services
Massachusetts
$64.8M +$3.63M +6,910 +6%
Susquehanna International Group
322
Susquehanna International Group
Pennsylvania
$64.2M -$19.3M -36,764 -22%
YCM
323
Yousif Capital Management
Michigan
$64M -$1.42M -2,695 -2%
NLGIA
324
Nippon Life Global Investors Americas
New York
$63.1M +$7.9M +15,030 +14%
TF
325
TIAA FSB
Florida
$62.4M -$1.19M -2,258 -2%

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.