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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
AG
1101
AIA Group
Hong Kong
$5.29M -$3.53M -6,718 -39%
LA
1102
Legacy Advisors
Pennsylvania
$5.27M +$436K +829 +9%
HI
1103
Harbour Investments
Wisconsin
$5.24M
TVWM
1104
Tower View Wealth Management
Wisconsin
$5.23M -$28.9K -55 -0.5%
HAS
1105
HBW Advisory Services
California
$5.22M -$22.6K -43 -0.4%
WAS
1106
Wealth Advisory Solutions
Indiana
$5.21M -$16.3K -31 -0.3%
CBB
1107
Citizens Business Bank
California
$5.2M -$4.67M -8,882 -46%
Wolverine Trading
1108
Wolverine Trading
Illinois
$5.2M -$1.55M -2,943 -22%
WAM
1109
Weiss Asset Management
Massachusetts
$5.2M +$5.42M +10,301 New
BPM
1110
Bowling Portfolio Management
Ohio
$5.2M -$209K -397 -4%
MWA
1111
Meridian Wealth Advisors
Texas
$5.2M -$13.1K -25 -0.2%
CA
1112
Clearstead Advisors
Ohio
$5.2M -$2.77M -5,259 -34%
CWG
1113
Cornerstone Wealth Group
North Carolina
$5.18M -$588K -1,119 -10%
MC
1114
Moors & Cabot
Massachusetts
$5.17M -$97.3K -185 -2%
SFA
1115
Souders Financial Advisors
Ohio
$5.14M -$198K -376 -4%
IB
1116
Intrust Bank
Kansas
$5.13M +$68.9K +131 +1%
DPIM
1117
Duff & Phelps Investment Management
Illinois
$5.12M +$6.84K +13 +0.1%
LA
1118
Lindenwold Advisors
Pennsylvania
$5.11M +$41K +78 +0.8%
LNC
1119
Lincoln National Corp
Pennsylvania
$5.09M +$1.01M +1,925 +24%
NF
1120
Nikulski Financial
Iowa
$5.09M +$12.1K +23 +0.2%
FWM
1121
Fairhaven Wealth Management
Illinois
$5.09M -$227K -431 -4%
QCG
1122
Quadrant Capital Group
Ohio
$5.09M +$369K +702 +7%
WPP
1123
Whalerock Point Partners
Rhode Island
$5.08M +$197K +375 +4%
TA
1124
Townsend & Associates
Colorado
$5.08M +$1.51M +2,869 +45%
SIG
1125
Sky Investment Group
Connecticut
$5.06M -$23.1K -44 -0.4%

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.