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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
SBIA
901
Sheaff Brock Investment Advisors
Indiana
$7.99M -$243K -462 -3%
GIA
902
GHP Investment Advisors
Colorado
$7.98M +$34.7K +66 +0.4%
SIA
903
Schechter Investment Advisors
Michigan
$7.96M -$68.4K -130 -0.8%
CCA
904
Catalyst Capital Advisors
New York
$7.96M -$2.96M -5,631 -26%
AWP
905
Ascent Wealth Partners
New York
$7.96M -$1.69M -3,221 -17%
HCA
906
Harbour Capital Advisors
Virginia
$7.94M -$97.8K -186 -1%
PCA
907
Pallas Capital Advisors
Massachusetts
$7.87M +$71.5K +136 +0.9%
BDF
908
Balasa Dinverno & Foltz
$7.83M +$267K +508 +3%
CAM
909
Cubic Asset Management
Massachusetts
$7.81M -$181K -345 -2%
WIS
910
Wright Investors Service
Connecticut
$7.78M -$1.53M -2,911 -16%
CIA
911
Capital Investment Advisors
Georgia
$7.77M -$45.2K -86 -0.6%
AIP
912
Alapocas Investment Partners
Massachusetts
$7.76M +$16.8K +32 +0.2%
BB
913
Busey Bank
Illinois
$7.76M -$29.4K -56 -0.4%
S
914
SimplyRich
California
$7.73M
ECM
915
Element Capital Management
New York
$7.72M
GCAC
916
Guardian Capital Advisors (Canada)
Ontario, Canada
$7.71M -$146K -278 -2%
IA
917
Icon Advisers
Colorado
$7.69M
RCP
918
Rothschild Capital Partners
New York
$7.66M
SIG
919
Stonegate Investment Group
Alabama
$7.65M -$247K -469 -3%
Jones Financial Companies
920
Jones Financial Companies
Missouri
$7.64M +$851K +1,618 +12%
CCA
921
Checchi Capital Advisers
California
$7.64M +$1.67M +3,168 +26%
ECML
922
Eagle Capital Management (Louisiana)
Louisiana
$7.63M -$99.9K -190 -1%
KTM
923
Keeler Thomas Management
Utah
$7.63M -$37.9K -72 -0.5%
CCFCSB
924
Cape Cod Five Cents Savings Bank
Massachusetts
$7.62M -$143K -272 -2%
SAM
925
Smithbridge Asset Management
Pennsylvania
$7.62M +$135K +257 +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.