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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
CCP
1051
Cunning Capital Partners
North Carolina
$5.87M
SB
1052
Simmons Bank
Arkansas
$5.87M +$457K +870 +8%
B
1053
Bellecapital
Switzerland
$5.87M +$451K +858 +8%
RMC
1054
Resources Management Corp
Connecticut
$5.86M -$11.6K -22 -0.2%
CC
1055
Constitution Capital
Connecticut
$5.86M +$684K +1,300 +13%
BFPW
1056
BOK Financial Private Wealth
Colorado
$5.86M +$3.68K +7 +0.1%
CI
1057
Cigna Investments
Connecticut
$5.84M -$299K -568 -5%
OIA
1058
Optimum Investment Advisors
Illinois
$5.84M -$353K -671 -5%
BOC
1059
Barbara Oil Co
Illinois
$5.81M
HH
1060
Hilltop Holdings
Texas
$5.79M +$399K +759 +7%
PP
1061
Pegasus Partners
Wisconsin
$5.79M +$248K +471 +4%
MJP
1062
Michael J. Puzo
$5.79M +$20.5K +39 +0.3%
SWK
1063
Stephen W. Kidder
$5.78M -$1.58K -3 -0%
RWM
1064
RBA Wealth Management
California
$5.77M -$36.8K -70 -0.6%
SFS
1065
Stiles Financial Services
Minnesota
$5.76M +$127K +242 +2%
FF
1066
FourThought Financial
Florida
$5.76M +$954K +1,815 +19%
COI
1067
Connable Office Inc
Michigan
$5.73M -$137K -261 -2%
NB
1068
NBT Bank
New York
$5.72M -$596K -1,133 -9%
MSAM
1069
Moloney Securities Asset Management
Missouri
$5.71M -$87.3K -166 -1%
MIAN
1070
Mariner Independent Advisor Network
Kansas
$5.69M +$34.7K +66 +0.6%
SW
1071
SlateStone Wealth
Florida
$5.68M +$131K +249 +2%
GGI
1072
GPM Growth Investors
Michigan
$5.66M -$1.79M -3,408 -23%
BCA
1073
Bray Capital Advisors
Florida
$5.65M -$45.7K -87 -0.8%
ACM
1074
AlphaStar Capital Management
North Carolina
$5.59M -$173K -329 -3%
LAM
1075
LFS Asset Management
California
$5.59M +$5.83M +11,078 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.