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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
ZIM
351
Zacks Investment Management
Illinois
$55.4M +$558K +1,061 +1%
Connor, Clark & Lunn Investment Management (CC&L)
352
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$55.4M -$1.24M -2,362 -2%
CNB
353
Czech National Bank
Czech Republic
$54.9M +$57.2M +108,715 New
PCM
354
Polaris Capital Management
Massachusetts
$54.9M -$999K -1,900 -2%
CQS
355
Credential Qtrade Securities
$54.7M +$1.84M +3,496 +3%
TRCT
356
Tower Research Capital (TRC)
New York
$54.6M +$12.6M +23,986 +29%
CFB
357
Cullen/Frost Bankers
Texas
$53.9M -$992K -1,886 -2%
CIP
358
Cornerstone Investment Partners
Georgia
$53.8M -$528K -1,004 -0.9%
BIM
359
Bridges Investment Management
Nebraska
$53.6M -$2.5M -4,751 -4%
AAM
360
Abeille Asset Management
France
$53.4M -$1.53M -2,916 -3%
IC
361
Inverness Counsel
New York
$52.9M -$14M -26,572 -20%
BMSSC
362
B. Metzler seel. Sohn & Co
Germany
$52.9M +$5.9M +11,212 +12%
HJGA
363
Hardman Johnston Global Advisors
Connecticut
$52.6M -$408K -775 -0.7%
MCM
364
Maryland Capital Management
Maryland
$52.5M -$3.05M -5,799 -5%
D.E. Shaw & Co
365
D.E. Shaw & Co
New York
$52.5M -$47.1M -89,601 -46%
NB
366
Norinchukin Bank
Japan
$52.1M +$3.94M +7,484 +8%
CA
367
Commerzbank Aktiengesellschaft
Germany
$52M -$299K -568 -0.5%
Alyeska Investment Group
368
Alyeska Investment Group
Illinois
$51.6M -$2.63M -5,000 -5%
LFDLE
369
La Financiere de L'Echiquier
France
$51.1M +$51.5M +97,904 +2,983%
ADEF
370
Adams Diversified Equity Fund
Maryland
$50.1M
AWM
371
AE Wealth Management
Kansas
$50.1M +$3.58M +6,803 +7%
BF
372
BOK Financial
Oklahoma
$49.8M +$5.87M +11,168 +13%
CCM
373
Covington Capital Management
California
$49.8M -$1.03M -1,965 -2%
CII
374
Capital International Inc
California
$49.4M -$31.5M -59,962 -38%
Wealthfront Advisers
375
Wealthfront Advisers
California
$49M +$6.84M +13,000 +15%

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.