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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
MLICM
501
Metropolitan Life Insurance Company (MetLife)
New York
$27.7M -$432K -822 -1%
BSA
502
Braun Stacey Associates
New York
$27.2M -$2.36M -4,495 -8%
BCP
503
Blue Chip Partners
Michigan
$26.9M +$535K +1,018 +2%
IC
504
IEQ Capital
California
$26.9M +$1.9M +3,620 +7%
CWM
505
Congress Wealth Management
Massachusetts
$26.7M +$375K +714 +1%
DOA
506
D'Orazio & Associates
Virginia
$26.6M +$222K +423 +0.8%
RG
507
Renaissance Group
Kentucky
$26.5M -$2.09M -3,984 -7%
BRWA
508
B. Riley Wealth Advisors
Florida
$26.4M +$6.42M +12,209 +31%
CTI
509
Community Trust & Investment
Kentucky
$26.4M -$2.93M -5,580 -10%
FNT
510
First National Trust
Pennsylvania
$26.2M -$653K -1,242 -2%
VPIM
511
Vanguard Personalized Indexing Management
California
$26M +$2.44M +4,641 +10%
CCM
512
Cohen Capital Management
California
$25.8M -$13.1K -25 -0%
SAM
513
Sawgrass Asset Management
Florida
$25.7M +$5.22M +9,922 +24%
GBA
514
Garrison Bradford & Associates
New York
$25.7M -$2.01M -3,824 -7%
Kayne Anderson Rudnick Investment Management
515
Kayne Anderson Rudnick Investment Management
California
$25.6M +$7.53M +14,313 +39%
OCAM
516
Onex Canada Asset Management
Ontario, Canada
$25.5M -$4.18M -7,954 -14%
MPWT
517
MassMutual Private Wealth & Trust
Connecticut
$25.4M +$220K +418 +0.8%
Rafferty Asset Management
518
Rafferty Asset Management
New York
$25.3M +$14.3M +27,281 +120%
O
519
Ossiam
France
$25.2M +$25.7M +48,955 +5,006%
SFM
520
Stack Financial Management
Montana
$25.2M +$9.99K +19 +0%
EP
521
Edgestream Partners
New Jersey
$25.1M +$13.8M +26,318 +112%
ACA
522
Aptus Capital Advisors
Alabama
$25.1M +$2.91M +5,529 +13%
RBCM
523
Raub Brock Capital Management
California
$24.9M -$3.67M -6,975 -12%
NPPM
524
North Point Portfolio Managers
Ohio
$24.3M -$321K -610 -1%
SEM
525
Suncoast Equity Management
Florida
$24.3M +$5.22M +9,918 +26%

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.