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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
FNFDCM
751
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$11.4M -$91K -173 -0.8%
GIM
752
Goelzer Investment Management
Indiana
$11.4M +$697K +1,325 +6%
1IA
753
1834 Investment Advisors
Wisconsin
$11.4M -$272K -518 -2%
SYBT
754
Stock Yards Bank & Trust
Kentucky
$11.4M -$174K -330 -1%
ECM
755
Everence Capital Management
Indiana
$11.4M
MAM
756
Morse Asset Management
Connecticut
$11.4M -$373K -709 -3%
CCP
757
Clough Capital Partners
Massachusetts
$11.3M +$4.15M +7,890 +55%
BL
758
Balentine LLC
Georgia
$11.2M -$8.38M -15,932 -42%
AA
759
ALPS Advisors
Colorado
$11.2M -$10.4M -19,724 -47%
LOPW
760
Live Oak Private Wealth
North Carolina
$11.2M +$102K +194 +0.9%
GFA
761
Gifford Fong Associates
California
$11.1M
CCMD
762
Cypress Capital Management (Delaware)
Delaware
$11.1M -$512K -973 -4%
GT
763
Glenview Trust
Kentucky
$11.1M +$177K +336 +2%
RIG
764
RiverFront Investment Group
Virginia
$11.1M -$671K -1,277 -6%
AAP
765
Aristotle Atlantic Partners
Florida
$11M +$11.5M +21,875 New
LIM
766
Leavell Investment Management
Alabama
$10.9M +$52.6K +100 +0.5%
TAM
767
Tocqueville Asset Management
New York
$10.9M -$66.3K -126 -0.6%
DJSG
768
D.J. St. Germain
Massachusetts
$10.8M
SCA
769
Stonebridge Capital Advisors
Minnesota
$10.8M +$54.7K +104 +0.5%
FNBOO
770
First National Bank of Omaha
Nebraska
$10.8M -$1.05M -2,002 -9%
BSW
771
Buckingham Strategic Wealth
Missouri
$10.8M +$416K +792 +4%
RC
772
Roundview Capital
New Jersey
$10.8M +$143K +271 +1%
TL
773
Tradewinds LLC
North Carolina
$10.8M +$28.4K +54 +0.3%
KFS
774
Kurt F. Somerville
$10.8M -$7.36K -14 -0.1%
TPCW
775
TD Private Client Wealth
New York
$10.7M -$1.42M -2,698 -11%

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.