We are live on ! Find out more
UNH icon

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
MC
451
Montag & Caldwell
Georgia
$33.9M -$196K -373 -0.6%
First Eagle Investment Management
452
First Eagle Investment Management
New York
$33.8M -$2.22M -4,225 -6%
CAM
453
ClariVest Asset Management
California
$33.7M -$1.79M -3,400 -5%
VIP
454
Vantage Investment Partners
Missouri
$33.6M -$91.2M -173,469 -72%
RJT
455
Raymond James Trust
Florida
$33.6M +$726K +1,381 +2%
RIG
456
Roosevelt Investment Group
New York
$33.5M +$545K +1,036 +2%
PI
457
PGGM Investments
Netherlands
$33.5M +$34.9M +66,377 New
SF
458
Synovus Financial
Georgia
$33.5M +$620K +1,180 +2%
SW
459
SVB Wealth
Massachusetts
$33.4M +$9.26M +17,604 +36%
MCM
460
Maple Capital Management
Vermont
$33.4M +$1.29M +2,447 +4%
CIC
461
Chilton Investment Company
Connecticut
$33.4M +$2.58M +4,901 +8%
FT
462
Fiduciary Trust
Massachusetts
$33.3M +$335K +637 +1%
FMII
463
Farmers & Merchants Investments Inc
Nebraska
$33.2M +$392K +746 +1%
ACP
464
Ashfield Capital Partners
California
$32.8M -$251K -478 -0.7%
Carson Wealth (CWM LLC)
465
Carson Wealth (CWM LLC)
Nebraska
$32.6M +$111K +211 +0.3%
ABC
466
Associated Banc-Corp
Wisconsin
$32.3M -$1.27M -2,415 -4%
AC
467
AltraVue Capital
Washington
$32.1M -$1.24M -2,360 -4%
WorldQuant Millennium Advisors
468
WorldQuant Millennium Advisors
New York
$32.1M +$407K +774 +1%
AAM
469
Aureus Asset Management
Massachusetts
$31.9M -$12.4M -23,559 -27%
HM
470
HealthCor Management
New York
$31.8M -$2.76M -5,250 -8%
RT
471
Rockland Trust
Massachusetts
$31.6M -$502K -954 -2%
SG Americas Securities
472
SG Americas Securities
New York
$31.6M -$3.07M -5,847 -9%
HIMC
473
Heritage Investors Management Corp
Maryland
$31.6M -$1.19M -2,262 -3%
PTC
474
Petrus Trust Company
Texas
$31.5M +$40.5K +77 +0.1%
GCC
475
Guardian Capital (Canada)
Ontario, Canada
$31.4M +$1.9M +3,610 +6%

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.