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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
Charles Schwab
26
Charles Schwab
California
$2.63B +$18.5M +35,276 +0.7%
UBS AM
27
UBS AM
Illinois
$2.48B -$206M -391,381 -7%
Goldman Sachs
28
Goldman Sachs
New York
$2.45B -$13.5M -25,683 -0.5%
Jennison Associates
29
Jennison Associates
New York
$2.4B +$551M +1,047,892 +28%
Franklin Resources
30
Franklin Resources
California
$2.35B -$18.3M -34,830 -0.7%
Ameriprise
31
Ameriprise
Minnesota
$2.35B -$148M -281,050 -6%
Swiss National Bank
32
Swiss National Bank
Switzerland
$2.05B -$8.26M -15,700 -0.4%
Dodge & Cox
33
Dodge & Cox
California
$1.92B -$134M -254,175 -6%
GQG Partners
34
GQG Partners
Florida
$1.64B +$66.2M +125,974 +4%
American Century Companies
35
American Century Companies
Missouri
$1.58B +$62.3M +118,405 +4%
Sumitomo Mitsui Trust Group
36
Sumitomo Mitsui Trust Group
Japan
$1.57B -$3.25M -6,182 -0.2%
Deutsche Bank
37
Deutsche Bank
Germany
$1.53B -$1.42M -2,692 -0.1%
TD Asset Management
38
TD Asset Management
Ontario, Canada
$1.51B -$12.6M -23,992 -0.8%
Eagle Capital Management (New York)
39
Eagle Capital Management (New York)
New York
$1.47B +$21.9M +41,703 +1%
Polen Capital Management
40
Polen Capital Management
Florida
$1.44B -$35.3M -67,080 -2%
T. Rowe Price Investment Management
41
T. Rowe Price Investment Management
Maryland
$1.4B +$1.46B +2,768,456 New
UBS Group
42
UBS Group
Switzerland
$1.4B -$57.6M -109,538 -4%
Amundi
43
Amundi
France
$1.38B +$445M +847,121 +48%
CS
44
Credit Suisse
Switzerland
$1.38B +$35.8M +68,160 +3%
Canada Pension Plan Investment Board
45
Canada Pension Plan Investment Board
Ontario, Canada
$1.29B +$100M +190,357 +8%
Dimensional Fund Advisors
46
Dimensional Fund Advisors
Texas
$1.25B -$137M -261,441 -10%
Arrowstreet Capital
47
Arrowstreet Capital
Massachusetts
$1.23B -$131M -249,662 -9%
Manulife (Manufacturers Life Insurance)
48
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.23B -$9.31M -17,705 -0.7%
Schroder Investment Management Group
49
Schroder Investment Management Group
United Kingdom
$1.2B -$61.5M -117,030 -5%
Barclays
50
Barclays
United Kingdom
$1.16B +$330M +627,494 +38%

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.