We are live on ! Find out more
UNH icon

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
RI
1001
Redwood Investments
Massachusetts
$6.44M +$6.18M +11,754 +1,187%
Kovitz Investment Group Partners
1002
Kovitz Investment Group Partners
Illinois
$6.43M -$28.9K -55 -0.4%
MWM
1003
Marietta Wealth Management
Georgia
$6.42M -$123K -233 -2%
BHWM
1004
Bar Harbor Wealth Management
New Hampshire
$6.42M -$31.6K -60 -0.5%
CG
1005
Caprock Group
Idaho
$6.4M +$45.7K +87 +0.7%
IWC
1006
Integrated Wealth Concepts
Massachusetts
$6.4M -$51K -97 -0.8%
WPW
1007
Waldron Private Wealth
Pennsylvania
$6.38M +$99.4K +189 +2%
SFFS
1008
Stonehage Fleming Financial Services
Jersey
$6.37M -$576K -1,096 -8%
HIS
1009
Horizon Investment Services
Indiana
$6.31M +$40K +76 +0.6%
ACM
1010
Ayrshire Capital Management
Connecticut
$6.29M +$123K +233 +2%
DAC
1011
Dividend Assets Capital
South Carolina
$6.28M -$327K -622 -5%
JRP
1012
Jasper Ridge Partners
California
$6.25M -$15.8K -30 -0.2%
WFI
1013
West Family Investments
California
$6.23M +$15.8K +30 +0.2%
Koshinski Asset Management
1014
Koshinski Asset Management
Illinois
$6.23M -$928K -1,764 -13%
LSAG
1015
Lake Street Advisors Group
New Hampshire
$6.18M +$484K +920 +8%
BTWM
1016
Baker Tilly Wealth Management
Wisconsin
$6.17M -$398K -756 -6%
ICP
1017
Ironvine Capital Partners
Nebraska
$6.16M +$849K +1,614 +15%
PIMJS
1018
PKO Investment Management Joint-Stock
Poland
$6.16M -$1.06M -2,007 -14%
CSS
1019
Cubist Systematic Strategies
Connecticut
$6.15M +$6.41M +12,184 New
CANC
1020
Culbertson A N & Co
Virginia
$6.15M -$72K -137 -1%
UH
1021
Unigestion Holding
Switzerland
$6.12M -$35.8K -68 -0.6%
TPA
1022
Trivium Point Advisory
Connecticut
$6.11M +$46.3K +88 +0.8%
SIM
1023
Stratos Investment Management
Ohio
$6.1M -$1.16M -2,199 -15%
HT
1024
HAP Trading
New York
$6.09M +$714K +1,357 +13%
LAM
1025
Lynch Asset Management
Pennsylvania
$6.06M

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.