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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
TCBWMS
776
Texas Capital Bank Wealth Management Services
Texas
$10.7M -$750K -1,426 -6%
MWM
777
Mission Wealth Management
California
$10.7M -$162K -309 -1%
CBT
778
Central Bank & Trust
Kentucky
$10.7M -$342K -651 -3%
BBHC
779
Brown Brothers Harriman & Co
New York
$10.7M +$2.31M +4,389 +26%
BCV
780
Banque Cantonale Vaudoise
Switzerland
$10.6M -$373K -710 -3%
WF
781
WoodTrust Financial
Wisconsin
$10.6M +$155K +295 +1%
WAS
782
WESPAC Advisors SoCal
California
$10.6M -$67.8K -129 -0.7%
PIM
783
Penobscot Investment Management
Massachusetts
$10.6M +$57.8K +110 +0.5%
NSLI
784
Nan Shan Life Insurance
Taiwan
$10.5M -$3.74M -7,112 -25%
FHB
785
First Hawaiian Bank
Hawaii
$10.5M -$738K -1,403 -6%
KPWS
786
Kestra Private Wealth Services
Texas
$10.4M +$480K +913 +5%
M
787
MOTCO
Texas
$10.4M +$778K +1,479 +8%
CT
788
Caldwell Trust
Florida
$10.4M +$266K +506 +3%
NO
789
Ninety One
South Africa
$10.3M -$1.05M -1,998 -9%
CSPIA
790
Cary Street Partners Investment Advisory
Virginia
$10.3M +$913K +1,736 +9%
AWM
791
Axxcess Wealth Management
California
$10.3M +$697K +1,326 +7%
SNB
792
Security National Bank
Nebraska
$10.2M -$262K -499 -2%
GWM
793
Greenwich Wealth Management
Connecticut
$10.2M +$47.9K +91 +0.5%
BFG
794
Berger Financial Group
Minnesota
$10.2M +$445K +847 +4%
BIC
795
Beach Investment Counsel
Pennsylvania
$10.2M -$14.1M -26,803 -57%
LSA
796
L & S Advisors
California
$10.2M +$1.17M +2,230 +12%
GCM
797
Gladius Capital Management
Illinois
$10.2M +$10.6M +20,128 New
GPTE
798
Generali Powszechne Towarzystwo Emerytalne
Poland
$10.2M
SBL
799
Sargent Bickham Lagudis
Colorado
$10.2M -$252K -480 -2%
MYLI
800
Meiji Yasuda Life Insurance
Japan
$10.1M +$18.4K +35 +0.2%

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.