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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
TAM
701
Trillium Asset Management
Massachusetts
$13.7M -$76.2K -145 -0.5%
WS
702
Wedbush Securities
California
$13.6M +$663K +1,261 +5%
SPPAM
703
Summit Partners Public Asset Management
Massachusetts
$13.6M +$14.1M +26,861 New
Citadel Advisors
704
Citadel Advisors
Florida
$13.5M +$14M +26,712 New
TIP
705
Torray Investment Partners
Maryland
$13.5M
SG
706
Stonnington Group
California
$13.5M +$115K +219 +0.9%
DCM
707
Dupont Capital Management
Delaware
$13.5M -$4.93M -9,378 -26%
AF
708
Allworth Financial
California
$13.4M -$271K -515 -2%
LOAME
709
Lombard Odier Asset Management (Europe)
United Kingdom
$13.4M +$1.03M +1,954 +8%
SWM
710
Segment Wealth Management
Texas
$13.3M +$106K +201 +0.8%
V
711
Veritable
Delaware
$13.3M -$3.54M -6,729 -20%
MCM
712
Makena Capital Management
California
$13.3M -$5.03M -9,570 -27%
DLCIG
713
D.L. Carlson Investment Group
New Hampshire
$13.3M +$48.9K +93 +0.4%
BAM
714
Bell Asset Management
Australia
$13.2M -$1.35M -2,567 -9%
VWM
715
Venturi Wealth Management
Texas
$13.2M -$1.03M -1,957 -7%
LNWWM
716
Laird Norton Wetherby Wealth Management
California
$13.2M +$268K +510 +2%
CA
717
Cetera Advisors
Colorado
$13.1M +$1.13M +2,147 +9%
CIS
718
Connors Investor Services
Pennsylvania
$13.1M +$267K +507 +2%
HI
719
Horizon Investments
North Carolina
$13.1M +$2.79M +5,303 +26%
PFS
720
Prospera Financial Services
Texas
$13M +$2.85M +5,416 +27%
Nomura Holdings
721
Nomura Holdings
Japan
$13M -$7.46M -14,180 -36%
CA
722
Cullinan Associates
Kentucky
$13M -$736K -1,400 -5%
BWM
723
BerganKDV Wealth Management
Minnesota
$13M +$169K +321 +1%
SC
724
Scholtz & Company
Connecticut
$12.9M +$1.27M +2,417 +11%
CAM
725
Cresset Asset Management
Illinois
$12.9M -$541K -1,029 -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.