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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
BBA
551
Baader Bank Aktiengesellschaft
Germany
$21.9M +$9.68M +18,411 +74%
CTA
552
Colonial Trust Advisors
South Carolina
$21.8M +$405K +771 +2%
CFG
553
Citizens Financial Group
Rhode Island
$21.6M -$50.5K -96 -0.2%
FAB
554
First American Bank
Illinois
$21.6M +$590K +1,122 +3%
DY
555
Dowling & Yahnke
California
$21.6M -$23.7K -45 -0.1%
BC
556
Brookfield Corp
Ontario, Canada
$21.5M -$2.63M -5,004 -11%
Cetera Investment Advisers
557
Cetera Investment Advisers
Illinois
$21.5M -$4.5M -8,557 -17%
PMAM
558
Picton Mahoney Asset Management
Ontario, Canada
$21.5M +$180K +342 +0.8%
QC
559
Quadrature Capital
United Kingdom
$21.4M +$22.2M +42,269 New
BCM
560
BTR Capital Management
California
$21.3M -$332K -632 -1%
WTC
561
WhitTier Trust Company
Nevada
$21.2M +$108K +206 +0.5%
AAM
562
Advisors Asset Management
Colorado
$21.2M +$499K +949 +2%
NCM
563
Narwhal Capital Management
Georgia
$21M -$704K -1,339 -3%
PC
564
Port Capital
Illinois
$20.8M +$1.89M +3,602 +10%
MCM
565
Mill Capital Management
North Carolina
$20.8M +$266K +506 +1%
EWA
566
Exencial Wealth Advisors
Oklahoma
$20.7M +$1.53M +2,904 +8%
GL
567
Governors Lane
New York
$20.7M -$922K -1,753 -4%
NCM
568
Novare Capital Management
North Carolina
$20.7M -$113K -214 -0.5%
VI
569
Vestcor Inc
New Brunswick, Canada
$20.6M +$749K +1,424 +4%
AWS
570
Atria Wealth Solutions
New York
$20.6M +$525K +999 +3%
AR
571
Advisory Research
Illinois
$20.6M +$4.12M +7,842 +24%
MNG
572
Manning & Napier Group
New York
$20.4M -$1.08M -2,058 -5%
ACI
573
Alpha Cubed Investments
California
$20.3M +$415K +790 +2%
PAI
574
Pittenger & Anderson Inc
Nebraska
$20.2M +$703K +1,336 +3%
EARNEST Partners
575
EARNEST Partners
Georgia
$20.1M +$729K +1,387 +4%

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.