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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
HIC
1151
Holderness Investments Company
North Carolina
$4.87M -$46.3K -88 -0.9%
CF
1152
Clarity Financial
Texas
$4.87M -$1.37M -2,608 -21%
NONA
1153
Ninety One North America
New York
$4.85M -$4.48M -8,527 -47%
IFAM
1154
Institutional & Family Asset Management
Colorado
$4.84M +$60.5K +115 +1%
QI
1155
Qtron Investments
Massachusetts
$4.83M -$208K -395 -4%
GW
1156
GW & Wade
Massachusetts
$4.82M +$55.2K +105 +1%
IHL
1157
Investment House LLC
California
$4.82M +$5.26K +10 +0.1%
RFN
1158
RDA Financial Network
Iowa
$4.8M +$310K +590 +7%
LA
1159
LexAurum Advisors
Kansas
$4.8M -$8.41K -16 -0.2%
BWS
1160
Buck Wealth Strategies
Colorado
$4.8M +$5M +9,515 New
GA
1161
Gateway Advisory
New Jersey
$4.8M +$504K +959 +11%
PPW
1162
PACK Private Wealth
Minnesota
$4.79M -$7.36K -14 -0.1%
BAM
1163
Berkshire Asset Management
Pennsylvania
$4.79M -$424K -807 -8%
JIP
1164
Jaffetilchin Investment Partners
Florida
$4.77M +$257K +489 +5%
JSMC
1165
Jess S. Morgan & Co
California
$4.75M +$53.6K +102 +1%
BS
1166
Bessemer Securities
New York
$4.74M -$330K -628 -6%
AWM
1167
Avior Wealth Management
Nebraska
$4.72M -$629K -1,197 -11%
NFC
1168
Northeast Financial Consultants
Connecticut
$4.71M +$317K +602 +7%
UAM
1169
Unison Asset Management
Florida
$4.71M +$48.9K +93 +1%
MMPW
1170
Mitchell McLeod Pugh & Williams
Alabama
$4.7M -$2.63K -5 -0.1%
NCM
1171
Nelson Capital Management
California
$4.67M -$34.7K -66 -0.7%
RAM
1172
Riggs Asset Management
Pennsylvania
$4.67M +$4.83M +9,194 +17,026%
SCM
1173
Sitrin Capital Management
California
$4.67M +$4.86M +9,247 New
AIA
1174
Affinity Investment Advisors
California
$4.66M -$938K -1,783 -16%
CAM
1175
Covenant Asset Management
New Jersey
$4.66M -$78.3K -149 -2%

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.