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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
California Public Employees Retirement System
51
California Public Employees Retirement System
California
$1.08B +$172M +327,485 +18%
Brown Advisory
52
Brown Advisory
Maryland
$1.07B +$107M +203,873 +11%
EVM
53
Eaton Vance Management
Massachusetts
$1.01B -$6.49M -12,350 -0.6%
DZ Bank
54
DZ Bank
Germany
$1B +$11.4M +21,699 +1%
Stifel Financial
55
Stifel Financial
Missouri
$999M -$12M -22,734 -1%
New York State Common Retirement Fund
56
New York State Common Retirement Fund
New York
$971M -$127M -241,247 -11%
Fiera Capital (Canada)
57
Fiera Capital (Canada)
Quebec, Canada
$962M -$45.8M -87,090 -4%
Ensign Peak Advisors
58
Ensign Peak Advisors
Utah
$951M +$10.4M +19,865 +1%
PI
59
Putnam Investments
Massachusetts
$924M +$28.2M +53,581 +3%
RJA
60
Raymond James & Associates
Florida
$913M -$3.57M -6,785 -0.4%
1832 Asset Management
61
1832 Asset Management
Ontario, Canada
$907M -$94.4M -179,472 -9%
VOYA Investment Management
62
VOYA Investment Management
Georgia
$907M +$545M +1,036,589 +137%
Fidelity International
63
Fidelity International
Bermuda
$862M +$31.9M +60,730 +4%
Principal Financial Group
64
Principal Financial Group
Iowa
$841M +$19.5M +37,010 +2%
Bessemer Group
65
Bessemer Group
New Jersey
$841M -$108M -204,591 -11%
Nordea Investment Management
66
Nordea Investment Management
Sweden
$840M -$35.8M -68,015 -4%
VAM
67
Vontobel Asset Management
New York
$834M -$42.2M -80,181 -5%
Massachusetts Financial Services
68
Massachusetts Financial Services
Massachusetts
$832M +$591M +1,123,340 +214%
Boston Partners
69
Boston Partners
Massachusetts
$816M -$207M -393,046 -20%
California State Teachers Retirement System (CalSTRS)
70
California State Teachers Retirement System (CalSTRS)
California
$811M -$17.6M -33,417 -2%
Macquarie Group
71
Macquarie Group
Australia
$810M -$30.3M -57,688 -3%
RhumbLine Advisers
72
RhumbLine Advisers
Massachusetts
$780M +$24.5M +46,624 +3%
First Manhattan
73
First Manhattan
New York
$775M -$30M -57,015 -4%
Prudential Financial
74
Prudential Financial
New Jersey
$757M -$27.4M -52,107 -3%
CIBC Private Wealth Group
75
CIBC Private Wealth Group
Georgia
$754M +$8.91M +16,939 +1%

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.