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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
SCA
601
Stillwater Capital Advisors
Pennsylvania
$18.9M -$1.02M -1,936 -5%
CSIC
602
Clifford Swan Investment Counsel
California
$18.7M -$526 -1 -0%
AHB
603
Abner Herrman & Brock
New Jersey
$18.7M -$102K -194 -0.5%
CAC
604
Core Alternative Capital
Georgia
$18.6M +$4.73M +8,995 +32%
Fisher Asset Management
605
Fisher Asset Management
Washington
$18.5M -$2.85M -5,422 -13%
DWM
606
Dakota Wealth Management
Florida
$18.5M +$5.08M +9,659 +36%
LSV Asset Management
607
LSV Asset Management
Illinois
$18.4M -$2.16M -4,100 -10%
PAM
608
Palisade Asset Management
Minnesota
$18.2M -$214K -407 -1%
VCM
609
Violich Capital Management
California
$18.1M -$7.89K -15 -0%
LOAMS
610
Lombard Odier Asset Management (Switzerland)
Switzerland
$18M -$4.07M -7,748 -18%
EN1L
611
Engine No 1 LLC
California
$18M
CL
612
CIM LLC
New York
$17.9M -$391K -743 -2%
BFA
613
Bragg Financial Advisors
North Carolina
$17.8M -$755K -1,436 -4%
CTA
614
Chesley Taft & Associates
Illinois
$17.8M +$667K +1,268 +4%
SFI
615
Siemens Fonds Invest
Germany
$17.8M -$211K -401 -1%
FGP
616
Foyston, Gordon, & Payne
Ontario, Canada
$17.8M +$2.53M +4,804 +16%
HT
617
HighTower Trust
Texas
$17.7M +$18.4M +35,036 New
HFS
618
Haverford Financial Services
Pennsylvania
$17.7M +$526 +1 +0%
SAM
619
Stewart Asset Management
New York
$17.6M +$802K +1,526 +5%
CWM
620
Curi Wealth Management
North Carolina
$17.6M -$1.92M -3,656 -10%
NMIMC
621
Northwestern Mutual Investment Management Company
Wisconsin
$17.5M -$1.45M -2,754 -7%
NRS
622
Neville Rodie & Shaw
New York
$17.5M -$108K -206 -0.6%
WIM
623
Waverton Investment Management
United Kingdom
$17.4M +$9.37M +17,819 +107%
WB
624
WesBanco Bank
West Virginia
$17.3M -$17.4M -33,020 -49%
WAM
625
Wallington Asset Management
Indiana
$17.3M +$104K +197 +0.6%

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.