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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
RIM
1176
Regent Investment Management
Kentucky
$4.66M +$23.7K +45 +0.5%
TP
1177
Tranquility Partners
Tennessee
$4.66M +$1.58K +3 +0%
MCP
1178
Martin Capital Partners
Oregon
$4.63M +$199K +378 +4%
MYIA
1179
Mount Yale Investment Advisors
Colorado
$4.62M -$524K -996 -10%
BDS
1180
Banco de Sabadell
Florida
$4.6M +$63.1K +120 +1%
OCM
1181
Orleans Capital Management
Louisiana
$4.6M -$129K -245 -3%
WCM
1182
Weik Capital Management
Pennsylvania
$4.59M -$110K -210 -2%
TLP
1183
Trinity Legacy Partners
Texas
$4.58M -$785K -1,493 -14%
PWS
1184
Peloton Wealth Strategists
Indiana
$4.58M -$28.9K -55 -0.6%
GI
1185
GS Investments
Minnesota
$4.56M +$15.8K +30 +0.3%
AAS
1186
Ameritas Advisory Services
Nebraska
$4.54M +$177K +337 +4%
FMAEN1
1187
Fund Management at Engine No 1
California
$4.54M -$252K -480 -5%
GEA
1188
Glen Eagle Advisors
New Jersey
$4.52M +$29.4K +56 +0.6%
UCMOK
1189
United Capital Management of KS
Kansas
$4.51M +$26.3K +50 +0.6%
SB
1190
Strategic Blueprint
Georgia
$4.51M +$127K +241 +3%
FMB
1191
Field & Main Bank
Kentucky
$4.48M -$218K -414 -4%
KWM
1192
Keebeck Wealth Management
Illinois
$4.46M +$335K +637 +8%
Jacobs Levy Equity Management
1193
Jacobs Levy Equity Management
New Jersey
$4.45M +$54.7K +104 +1%
PT
1194
Plimoth Trust
Massachusetts
$4.44M -$78.3K -149 -2%
NG
1195
NWK Group
California
$4.44M -$178K -339 -4%
HEIP
1196
Hudson Edge Investment Partners
New Jersey
$4.44M -$720K -1,369 -13%
BIMC
1197
Benson Investment Management Company
Virginia
$4.42M -$4.73K -9 -0.1%
RP
1198
Rice Partnership
Hawaii
$4.39M +$1.71M +3,253 +60%
OCM
1199
Olstein Capital Management
New York
$4.39M -$684K -1,300 -13%
SC
1200
SouthState Corp
Florida
$4.39M +$40K +76 +0.9%

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.