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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
SGH
1026
Sivik Global Healthcare
Connecticut
$6.06M -$1.84M -3,500 -23%
BAM
1027
Belpointe Asset Management
Nevada
$6.06M +$684K +1,300 +12%
SIM
1028
Seaview Investment Managers
Florida
$6.05M +$6.06M +11,532 +2,597%
CBTWT
1029
Community Bank & Trust (Waco, Texas)
Texas
$6.03M -$161K -307 -3%
FB
1030
Fulton Bank
Pennsylvania
$6.01M -$160K -305 -2%
MCM
1031
Mitchell Capital Management
Kansas
$5.99M +$41K +78 +0.7%
BA
1032
Bristlecone Advisors
Washington
$5.98M +$62.6K +119 +1%
CWM
1033
CMH Wealth Management
New Hampshire
$5.98M +$143K +271 +2%
HIM
1034
Hotaling Investment Management
Pennsylvania
$5.96M -$1.09M -2,076 -15%
MGIA
1035
Moneta Group Investment Advisors
Missouri
$5.96M -$189K -359 -3%
EH
1036
Equitable Holdings
New York
$5.96M +$473K +899 +8%
DSC
1037
Duncker Streett & Co
Missouri
$5.96M
RDWM
1038
Red Door Wealth Management
Tennessee
$5.96M +$180K +343 +3%
PL
1039
Plancorp LLC
Missouri
$5.95M +$27.3K +52 +0.4%
CIS
1040
Capital International Sarl
California
$5.94M +$1.03M +1,955 +20%
ROC
1041
Running Oak Capital
Minnesota
$5.92M +$6.17M +11,728 New
ETC
1042
Exchange Traded Concepts
Oklahoma
$5.92M -$1.62M -3,081 -21%
Squarepoint
1043
Squarepoint
New York
$5.92M +$6.16M +11,717 New
BMCM
1044
Bryn Mawr Capital Management
Pennsylvania
$5.91M -$75.7K -144 -1%
BOH
1045
Bank of Hawaii
Hawaii
$5.9M -$104K -198 -2%
NGA
1046
Naples Global Advisors
Florida
$5.9M +$53.6K +102 +0.9%
UF
1047
Univest Financial
Pennsylvania
$5.88M +$1.12M +2,134 +22%
LAM
1048
Lountzis Asset Management
Pennsylvania
$5.88M -$146K -278 -2%
PTC
1049
Private Trust Company
Ohio
$5.88M +$2.03M +3,859 +50%
HH
1050
HWG Holdings
Texas
$5.88M +$6.12M +11,636 New

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.