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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
MSWM
976
Mader & Shannon Wealth Management
Missouri
$6.86M -$1.72M -3,269 -19%
TFS
977
Thoroughbred Financial Services
Tennessee
$6.82M +$20.5K +39 +0.3%
VCA
978
Verdence Capital Advisors
Maryland
$6.81M -$64.2K -122 -0.9%
AP
979
Americana Partners
Texas
$6.81M +$168K +320 +2%
CT
980
Chicago Trust
Illinois
$6.81M -$127K -241 -2%
TWM
981
Tradition Wealth Management
Minnesota
$6.8M +$323K +615 +5%
BI
982
Ballast Inc
Kentucky
$6.8M -$52.6K -100 -0.7%
VCWA
983
Vanguard Capital Wealth Advisors
Colorado
$6.8M +$13.7K +26 +0.2%
WCM
984
Wedge Capital Management
North Carolina
$6.75M -$953K -1,813 -12%
VPI
985
Value Partners Investments
Manitoba, Canada
$6.74M -$719K -1,368 -9%
AF
986
Arrow Financial
New York
$6.74M -$64.2K -122 -0.9%
MLL
987
Moody Lynn & Lieberson
Massachusetts
$6.66M +$2.08M +3,955 +43%
P
988
Pitcairn
Pennsylvania
$6.65M -$97.8K -186 -1%
DAS
989
Dynamic Advisor Solutions
Arizona
$6.65M -$281K -535 -4%
OIA
990
OneDigital Investment Advisors
Kansas
$6.63M +$2.49M +4,740 +57%
WFA
991
Wipfli Financial Advisors
Wisconsin
$6.63M +$6.9M +13,117 New
PH
992
Pinnacle Holdings
Oklahoma
$6.62M +$53.6K +102 +0.8%
BCM
993
Brookstone Capital Management
Illinois
$6.59M +$870K +1,655 +14%
ADL
994
Asset Dedication LLC
California
$6.58M +$171K +325 +3%
SCM
995
Stamina Capital Management
New York
$6.57M +$6.84M +13,000 New
KFBMI
996
Kentucky Farm Bureau Mutual Insurance
Kentucky
$6.57M
TIM
997
Thompson Investment Management
Wisconsin
$6.52M -$717K -1,364 -10%
RIM
998
Reliant Investment Management
Tennessee
$6.5M -$81K -154 -1%
AAS
999
Annex Advisory Services
Wisconsin
$6.49M -$98.3K -187 -1%
AWA
1000
Arkadios Wealth Advisors
Georgia
$6.44M -$304K -579 -4%

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.