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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
STAS
801
Strong Tower Advisory Services
Minnesota
$10.1M -$120K -228 -1%
RIM
802
Redpoint Investment Management
Australia
$10.1M -$1.67M -3,167 -14%
GCM
803
Gabalex Capital Management
New York
$10.1M -$2.63M -5,000 -20%
AL
804
Arnhold LLC
New York
$10.1M -$1.25M -2,375 -11%
ANBT
805
American National Bank & Trust
Texas
$10M -$234K -445 -2%
AMBIA
806
Allen Mooney & Barnes Investment Advisors
Georgia
$10M -$1.94M -3,698 -16%
RWM
807
Ritholtz Wealth Management
New York
$10M +$5.34M +10,159 +105%
CIA
808
Covington Investment Advisors
Pennsylvania
$9.99M +$31.6K +60 +0.3%
TPM
809
Triasima Portfolio Management
Quebec, Canada
$9.99M +$87.3K +166 +0.8%
TI
810
Tidal Investments
Wisconsin
$9.96M +$524K +997 +5%
OPS
811
Orion Portfolio Solutions
Nebraska
$9.95M +$532K +1,011 +5%
AAMA
812
Advanced Asset Management Advisors
Ohio
$9.93M +$44.7K +85 +0.4%
ACM
813
Advisors Capital Management
New Jersey
$9.9M +$2.77M +5,264 +38%
AWM
814
Apollon Wealth Management
South Carolina
$9.88M +$658K +1,252 +7%
MPA
815
Marvin & Palmer Associates
Delaware
$9.87M -$485K -923 -5%
TFA
816
Toth Financial Advisory
Virginia
$9.85M +$510K +969 +5%
KCM
817
Kingdon Capital Management
New York
$9.77M +$10.2M +19,349 New
S
818
SignatureFD
Georgia
$9.68M +$523K +994 +5%
ECM
819
Estabrook Capital Management
New York
$9.67M -$62.6K -119 -0.6%
PA
820
Profund Advisors
Maryland
$9.63M -$645K -1,227 -6%
LCC
821
Lincoln Capital Corp
Rhode Island
$9.61M +$161K +307 +2%
SWP
822
Stratos Wealth Partners
Ohio
$9.59M -$185K -352 -2%
PGAM
823
Princeton Global Asset Management
New Jersey
$9.52M -$10.5K -20 -0.1%
PWAG
824
Polaris Wealth Advisory Group
California
$9.45M -$66.8K -127 -0.7%
CT
825
Coastline Trust
Rhode Island
$9.4M +$2.75M +5,229 +39%

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.