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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
DSA
326
Davis Selected Advisers
Arizona
$61.8M -$393K -747 -0.6%
CW
327
Connectus Wealth
Ohio
$61.7M -$9.18M -17,460 -13%
OWP
328
Obermeyer Wealth Partners
Colorado
$61.6M -$3.01M -5,730 -4%
IAIM
329
Industrial Alliance Investment Management
Quebec, Canada
$61.4M -$6.85M -13,018 -10%
BTCPP
330
Border to Coast Pensions Partnership
United Kingdom
$61.2M
SPIA
331
Steward Partners Investment Advisory
New York
$61M +$1.97M +3,745 +3%
CB
332
Commerce Bank
Missouri
$61M +$948K +1,803 +2%
BCWM
333
Bartlett & Co Wealth Management
Ohio
$60.9M +$1.08M +2,048 +2%
BC
334
Bartlett & Co
Ohio
$60.9M +$1.08M +2,048 +2%
Cerity Partners
335
Cerity Partners
New York
$59.8M -$2.99M -5,679 -5%
WFMPM
336
Woodley Farra Manion Portfolio Management
Indiana
$59.3M -$830K -1,579 -1%
FLII
337
First Long Island Investors
New York
$58.9M -$435K -827 -0.7%
Qube Research & Technologies (QRT)
338
Qube Research & Technologies (QRT)
United Kingdom
$58.7M +$61.1M +116,240 New
CPC
339
Cookson Peirce & Co
Pennsylvania
$58.6M +$882K +1,678 +1%
FDCDDQ
340
Federation des caisses Desjardins du Quebec
Quebec, Canada
$58.5M -$3.31M -6,296 -5%
Voloridge Investment Management
341
Voloridge Investment Management
Florida
$58.1M +$60.4M +114,952 New
MCM
342
MAI Capital Management
Ohio
$58M +$3.53M +6,716 +6%
Acadian Asset Management
343
Acadian Asset Management
Massachusetts
$57.2M +$21.7M +41,203 +57%
OAM
344
Oppenheimer Asset Management
New York
$57M -$239K -455 -0.4%
CA
345
Cornerstone Advisors
North Carolina
$56.6M
Thrivent Financial for Lutherans
346
Thrivent Financial for Lutherans
Minnesota
$56.4M +$2.93M +5,572 +5%
VanEck Associates
347
VanEck Associates
New York
$56.4M +$3.16M +6,009 +6%
PHS
348
PFM Health Sciences
California
$56.3M
NC
349
Nicholas Company
Wisconsin
$56.2M
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
350
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$55.5M -$54.7M -103,964 -49%

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.