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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
LFG
1201
Larson Financial Group
Missouri
$4.38M +$3.55M +6,755 +350%
SW
1202
Solidarity Wealth
Utah
$4.34M +$1.65M +3,143 +65%
MCC
1203
Money Concepts Capital
Florida
$4.3M +$2.35M +4,471 +110%
PC
1204
Pavadi Capital
New York
$4.3M -$432K -821 -9%
BCM
1205
Becker Capital Management
Oregon
$4.29M -$5.26K -10 -0.1%
PIP
1206
Peachtree Investment Partners
Florida
$4.29M +$452K +860 +11%
NIM
1207
Nicollet Investment Management
Minnesota
$4.28M -$65.2K -124 -1%
EBT
1208
Enterprise Bank & Trust
Massachusetts
$4.28M -$24.7K -47 -0.6%
MPAM
1209
Murphy Pohlad Asset Management
Minnesota
$4.27M +$46.8K +89 +1%
CB
1210
Community Bank
New York
$4.25M +$121K +230 +3%
BAAM
1211
Baker Avenue Asset Management
California
$4.2M -$1.23M -2,334 -22%
SSI
1212
Scott & Selber Inc
Texas
$4.19M +$16.8K +32 +0.4%
BW
1213
Bison Wealth
Georgia
$4.19M +$2.58M +4,913 +145%
PWS
1214
Private Wealth Strategies
Ohio
$4.19M +$24.7K +47 +0.6%
MPPW
1215
Mitchell & Pahl Private Wealth
Oklahoma
$4.16M -$6.84K -13 -0.2%
SFG
1216
SNS Financial Group
Minnesota
$4.15M -$52.6K -100 -1%
KA
1217
Kerrisdale Advisers
Florida
$4.13M -$505K -960 -11%
PA
1218
PFG Advisors
Arizona
$4.1M +$293K +558 +7%
VFA
1219
Valeo Financial Advisors
Indiana
$4.1M +$503K +957 +13%
DC
1220
DeDora Capital
California
$4.06M +$23.1K +44 +0.6%
GWM
1221
GDS Wealth Management
Texas
$4.05M +$283K +539 +7%
ZCA
1222
Zeke Capital Advisors
Pennsylvania
$4.05M +$26.8K +51 +0.6%
CWM
1223
Connecticut Wealth Management
Connecticut
$4.05M +$303K +576 +8%
OA
1224
Oak Associates
Ohio
$4.01M
RA
1225
RFG Advisory
Alabama
$4.01M +$119K +226 +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.