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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
SIC
626
Salem Investment Counselors
North Carolina
$17.3M +$406K +772 +2%
HIA
627
Harbor Investment Advisory
Maryland
$17.3M +$2.63K +5 +0%
YIA
628
YHB Investment Advisors
Connecticut
$17.2M -$20K -38 -0.1%
ORI
629
Oak Ridge Investments
Illinois
$17.2M -$308K -586 -2%
GI
630
Gradient Investments
Minnesota
$17.1M -$2.1M -4,001 -11%
KRSITF
631
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$16.9M +$772K +1,468 +5%
DWT
632
Dorsey & Whitney Trust
South Dakota
$16.9M -$68.9K -131 -0.4%
JAM
633
Jupiter Asset Management
United Kingdom
$16.8M -$4.64M -8,815 -21%
SAM
634
Sectoral Asset Management
Quebec, Canada
$16.7M -$1.47M -2,800 -8%
Caisse de Depot et Placement du Quebec (CDPQ)
635
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$16.7M -$34M -64,638 -66%
FNF
636
Fidelity National Financial
Florida
$16.4M
HR
637
Howe & Rusling
New York
$16.3M +$264K +503 +2%
GH
638
GAM Holding
Switzerland
$16.3M -$5.47M -10,399 -24%
AHC
639
Adell Harriman & Carpenter
Texas
$16.2M +$318K +605 +2%
CM
640
Churchill Management
California
$16.1M -$540K -1,026 -3%
LS
641
Livforsakringsbolaget Skandia
Sweden
$16.1M -$5.89M -11,200 -26%
HCA
642
Hyperion Capital Advisors
New York
$16M +$884K +1,682 +6%
NWM
643
Nicola Wealth Management
British Columbia, Canada
$16M -$2.1M -4,000 -11%
WTB
644
Washington Trust Bank
Washington
$16M -$558K -1,061 -3%
JIR
645
James Investment Research
Ohio
$16M -$1.62M -3,078 -9%
TA
646
TruWealth Advisors
Louisiana
$15.9M +$420K +799 +3%
DADC
647
D.A. Davidson & Co
Montana
$15.9M +$715K +1,359 +5%
CCMIC
648
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$15.8M -$934K -1,776 -5%
CCM
649
Carlson Capital Management
Minnesota
$15.7M +$75.2K +143 +0.5%
IAA
650
Independent Advisor Alliance
North Carolina
$15.7M -$465K -884 -3%

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.