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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
MSFP
651
Mark Sheptoff Financial Planning
Connecticut
$15.7M +$27.9K +53 +0.2%
BFEC
652
Benjamin F. Edwards & Company
Missouri
$15.6M -$700K -1,332 -4%
MAM
653
Madison Asset Management
Wisconsin
$15.6M +$348K +662 +2%
APA
654
American Portfolios Advisors
New York
$15.5M +$2.55M +4,840 +19%
PP
655
Prudential plc
United Kingdom
$15.4M +$1.86M +3,531 +13%
BOTW
656
Bank of the West
California
$15.4M -$395K -751 -2%
CIC
657
Carnegie Investment Counsel
Ohio
$15.3M +$4.61M +8,775 +41%
GAB
658
German American Bancorp
Indiana
$15.3M +$226K +430 +1%
UAM
659
UAS Asset Management
New York
$15.3M -$9.15M -17,402 -37%
Luther King Capital Management (LKCM)
660
Luther King Capital Management (LKCM)
Texas
$15.3M +$1.89M +3,600 +14%
SPC
661
Sigma Planning Corp
Michigan
$15.2M +$3.62M +6,879 +30%
MC
662
Middleton & Co
Massachusetts
$15.2M -$2.65M -5,049 -14%
Tudor Investment Corp
663
Tudor Investment Corp
Connecticut
$15.2M +$8.33M +15,841 +111%
RRAM
664
River Road Asset Management
Kentucky
$15.2M -$38.4K -73 -0.2%
DCP
665
Distillate Capital Partners
Illinois
$15.2M -$5.3M -10,079 -25%
LBC
666
Lowe Brockenbrough & Co
Virginia
$15.1M -$892K -1,697 -5%
HW
667
Hancock Whitney
Mississippi
$15.1M -$780K -1,484 -5%
WP
668
Woodline Partners
California
$15.1M +$15.7M +29,842 New
HCM
669
Hilton Capital Management
New York
$15.1M -$200K -381 -1%
CCM
670
Copeland Capital Management
Pennsylvania
$15M -$694K -1,320 -4%
HWM
671
HB Wealth Management
Georgia
$15M +$393K +748 +3%
KCM
672
Kornitzer Capital Management
Kansas
$14.9M +$331K +630 +2%
WSTAM
673
Wilbanks Smith & Thomas Asset Management
Virginia
$14.7M +$189K +360 +1%
PFM
674
Parsec Financial Management
North Carolina
$14.6M +$1.73M +3,284 +13%
ATC
675
Argent Trust Co
Tennessee
$14.5M -$364K -693 -2%

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.