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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
NP
376
NS Partners
United Kingdom
$48.6M +$1.27M +2,414 +3%
HIMCH
377
Hartford Investment Management Co (HIMCO)
Connecticut
$48.5M +$292K +555 +0.6%
SC
378
Samlyn Capital
New York
$48.3M -$25.1M -47,708 -33%
CPSAC
379
Chas P. Smith & Associates (CPS)
Florida
$48M +$752K +1,431 +2%
RS
380
Robeco Schweiz
Switzerland
$47.8M -$3.31M -6,301 -6%
ZCM
381
Ziegler Capital Management
Illinois
$47.7M -$1.42M -2,702 -3%
PR
382
Payden & Rygel
California
$47.5M +$1.26M +2,400 +3%
SCM
383
Silvant Capital Management
Georgia
$47.3M +$42.5M +80,849 +633%
AAM
384
Ardevora Asset Management
United Kingdom
$47.2M -$8.2M -15,600 -14%
FFM
385
Fullerton Fund Management
Singapore
$47M +$4.33M +8,234 +10%
LIP
386
Liontrust Investment Partners
United Kingdom
$46.6M -$8.99M -17,100 -16%
CAI
387
Capital Advisors Inc
Oklahoma
$46.2M -$2.44M -4,649 -5%
BHC
388
Bowen Hanes & Co
Florida
$45.7M +$28.9K +55 +0.1%
AA
389
Ancora Advisors
Ohio
$45.1M +$2.67M +5,071 +6%
TAM
390
Todd Asset Management
Kentucky
$44.5M -$477K -908 -1%
BAMF
391
BI Asset Management Fondsmaeglerselskab
Denmark
$43.5M +$932K +1,772 +2%
PFO
392
Pathstone Family Office
New Jersey
$43.3M +$24.1M +45,813 +121%
WT
393
Whittier Trust
California
$43.1M +$2.98M +5,669 +7%
JG
394
Jefferies Group
New York
$42.8M +$31.2M +59,423 +235%
Lido Advisors
395
Lido Advisors
California
$42.6M +$2.98M +5,673 +7%
HWA
396
Heritage Wealth Advisors
Virginia
$42.4M +$1.25M +2,384 +3%
MCM
397
McKinley Capital Management
Alaska
$42.3M +$521K +991 +1%
PFM
398
Premier Fund Managers
United Kingdom
$42.3M -$1.05M -2,000 -2%
FA
399
FDx Advisors
Illinois
$42.2M -$9.64M -18,342 -18%
EDRH
400
Edmond de Rothschild Holding
Switzerland
$42.1M +$614K +1,167 +1%

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.