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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
Envestnet Asset Management
76
Envestnet Asset Management
Illinois
$753M +$4.7M +8,941 +0.6%
Swedbank
77
Swedbank
Sweden
$734M -$23.1M -43,838 -3%
VAM
78
Veritas Asset Management
United Kingdom
$708M -$11.3M -21,415 -2%
Winslow Capital Management
79
Winslow Capital Management
Minnesota
$681M +$81.8M +155,600 +13%
RCG
80
Ruane, Cunniff & Goldfarb
New York
$667M -$11.3M -21,404 -2%
PNC Financial Services Group
81
PNC Financial Services Group
Pennsylvania
$655M -$13.8M -26,336 -2%
National Pension Service
82
National Pension Service
South Korea
$646M +$12.3M +23,410 +2%
Allianz Asset Management
83
Allianz Asset Management
Germany
$616M -$646M -1,228,554 -50%
Russell Investments Group
84
Russell Investments Group
United Kingdom
$615M +$21.9M +41,605 +4%
JIM
85
Jensen Investment Management
Oregon
$610M +$49.3M +93,674 +8%
Citigroup
86
Citigroup
New York
$601M -$77.7M -147,859 -11%
WCM Investment Management
87
WCM Investment Management
California
$598M +$195M +371,472 +46%
Lord, Abbett & Co
88
Lord, Abbett & Co
New Jersey
$581M +$7.88M +14,985 +1%
ECU
89
Egerton Capital (UK)
United Kingdom
$581M -$183M -347,821 -23%
HSBC Holdings
90
HSBC Holdings
United Kingdom
$578M +$19.6M +37,220 +3%
Mawer Investment Management
91
Mawer Investment Management
Alberta, Canada
$577M -$28.9M -55,007 -5%
Barrow, Hanley, Mewhinney & Strauss
92
Barrow, Hanley, Mewhinney & Strauss
Texas
$577M -$17.2M -32,771 -3%
New York State Teachers Retirement System (NYSTRS)
93
New York State Teachers Retirement System (NYSTRS)
New York
$556M -$2.02M -3,847 -0.3%
Grantham, Mayo, Van Otterloo & Co (GMO)
94
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$551M -$2.23M -4,242 -0.4%
US Bancorp
95
US Bancorp
Minnesota
$538M -$4.94M -9,391 -0.9%
Canada Life
96
Canada Life
Manitoba, Canada
$538M -$19.3M -36,677 -3%
Lazard Asset Management
97
Lazard Asset Management
New York
$529M +$27.4M +52,134 +5%
Korea Investment Corp
98
Korea Investment Corp
South Korea
$527M +$14M +26,569 +3%
State Board of Administration of Florida Retirement System
99
State Board of Administration of Florida Retirement System
Florida
$525M +$717K +1,364 +0.1%
GAM
100
GuardCap Asset Management
United Kingdom
$518M -$18.8M -35,797 -3%

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.