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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
HCM
726
Highlander Capital Management
New Jersey
$12.8M +$105K +200 +0.8%
JCM
727
Jag Capital Management
Missouri
$12.7M -$1.17M -2,228 -8%
AAF
728
Andra AP-fonden
Sweden
$12.7M -$684K -1,300 -5%
MGWM
729
Marks Group Wealth Management
Minnesota
$12.7M +$273K +520 +2%
BRCM
730
Bright Rock Capital Management
Massachusetts
$12.6M
FCBT
731
First Citizens Bank & Trust
North Carolina
$12.6M +$408K +776 +3%
HT
732
Heritage Trust
Oklahoma
$12.5M -$383K -729 -3%
BCMO
733
Buckingham Capital Management (Ohio)
Ohio
$12.5M -$1.33M -2,537 -9%
AAS
734
Avantax Advisory Services
Texas
$12.5M +$562K +1,068 +5%
MC
735
Muhlenkamp & Co
Pennsylvania
$12.5M +$111K +212 +0.9%
1CP
736
11 Capital Partners
Connecticut
$12.5M +$13M +24,686 New
LFAS
737
Level Four Advisory Services
Texas
$12.3M -$789K -1,501 -6%
CCP
738
Corient Capital Partners
California
$12.3M
HI
739
Hendershot Investments
Virginia
$12.1M -$12.6M -24,033 -50%
AC
740
Armistice Capital
New York
$12.1M -$13.7M -26,000 -52%
FMC
741
First Merchants Corp
Indiana
$12.1M -$105K -199 -0.8%
GT
742
Greenleaf Trust
Michigan
$12M +$821K +1,562 +7%
MFAM
743
Motley Fool Asset Management
Virginia
$12M -$89.9K -171 -0.7%
ATPW
744
Ashton Thomas Private Wealth
Arizona
$11.9M -$725K -1,378 -6%
GC
745
Grimes & Company
Massachusetts
$11.7M +$87.8K +167 +0.7%
MWM
746
Meridian Wealth Management
Kentucky
$11.6M -$150K -285 -1%
HVIA
747
Hudson Valley Investment Advisors
New York
$11.6M +$910K +1,730 +8%
RBA
748
Richard Bernstein Advisors
New York
$11.6M -$761K -1,448 -6%
EF
749
Empirical Finance
Pennsylvania
$11.6M +$1.94M +3,684 +19%
GAM
750
Gotham Asset Management
New York
$11.5M -$800K -1,522 -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.