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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
AIM
1076
Acropolis Investment Management
Missouri
$5.55M -$188K -357 -3%
CGL
1077
Clarius Group LLC
Washington
$5.54M +$152K +289 +3%
BI
1078
Beecher Investors
Connecticut
$5.54M -$1.92M -3,650 -25%
CAMG
1079
CWA Asset Management Group
Florida
$5.53M +$268K +509 +5%
KA
1080
Kintegral Advisory
New York
$5.52M
MCP
1081
Mirador Capital Partners
California
$5.51M +$22.1K +42 +0.4%
USCWA
1082
U.S. Capital Wealth Advisors
Texas
$5.5M -$4.94M -9,401 -46%
BCM
1083
Buckhead Capital Management
Georgia
$5.49M +$88.3K +168 +2%
GJIC
1084
Gamble Jones Investment Counsel
California
$5.46M -$118K -225 -2%
GP
1085
Greenline Partners
New York
$5.46M
CAL
1086
Capital Analysts LLC
Pennsylvania
$5.44M +$40.5K +77 +0.7%
ACM
1087
Aljian Capital Management
Nevada
$5.44M +$660K +1,255 +13%
BONST
1088
Bank of Nova Scotia Trust
Ontario, Canada
$5.42M -$88.3K -168 -2%
JWBC
1089
J.W. Burns & Co
New York
$5.42M +$1.78M +3,383 +46%
NC
1090
NBW Capital
Massachusetts
$5.41M +$89.4K +170 +2%
NIM
1091
Northeast Investment Management
Massachusetts
$5.4M +$872K +1,658 +18%
BONH
1092
Bank of New Hampshire
New Hampshire
$5.38M -$66.8K -127 -1%
CI
1093
CX Institutional
Indiana
$5.37M +$2.19M +4,160 +64%
TAM
1094
Trust Asset Management
Texas
$5.36M +$377K +717 +7%
CAG
1095
Csenge Advisory Group
Florida
$5.35M -$261K -496 -4%
BJL
1096
Brighton Jones LLC
Washington
$5.33M +$1.12M +2,137 +25%
SC
1097
Savant Capital
Illinois
$5.32M -$106K -202 -2%
WANY
1098
Wealthspire Advisors (New York)
New York
$5.3M +$31K +59 +0.6%
GCM
1099
Gunderson Capital Management
South Carolina
$5.3M +$5.52M +10,497 New
WSFS
1100
Wilmington Savings Fund Society
Delaware
$5.29M -$156K -297 -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.