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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
GBT
1226
Grove Bank & Trust
Florida
$4.01M +$42.6K +81 +1%
HVM
1227
Harvest Volatility Management
Connecticut
$4.01M +$299K +568 +8%
IWM
1228
IHT Wealth Management
Illinois
$4M +$2.16M +4,102 +108%
CHC
1229
City Holding Co
West Virginia
$4M +$40.5K +77 +1%
ECM
1230
Elgethun Capital Management
South Dakota
$4M +$703K +1,336 +20%
CIP
1231
Capital Insight Partners
Arizona
$4M +$112K +213 +3%
MBTD
1232
Mechanics Bank - Trust Department
California
$3.99M +$255K +484 +7%
UHC
1233
Union Heritage Capital
Michigan
$3.99M
EP
1234
Eudaimonia Partners
Tennessee
$3.99M +$888K +1,689 +27%
WBC
1235
West Branch Capital
Massachusetts
$3.97M +$45.2K +86 +1%
MIC
1236
MU Investments Company
Japan
$3.96M
RAM
1237
Roanoke Asset Management
New Jersey
$3.96M +$13.1K +25 +0.3%
CCM
1238
CAAS Capital Management
New York
$3.96M +$4.12M +7,831 New
AF
1239
Affiance Financial
Minnesota
$3.95M -$17.4K -33 -0.4%
PWMAG
1240
Pinnacle Wealth Management Advisory Group
New Jersey
$3.94M +$28.4K +54 +0.7%
SF
1241
Summit Financial
New Jersey
$3.94M +$792K +1,506 +24%
DCM
1242
Decatur Capital Management
Georgia
$3.93M +$1.11M +2,116 +37%
FLI
1243
Family Legacy Inc
South Carolina
$3.93M -$16.8K -32 -0.4%
PSB
1244
Piscataqua Savings Bank
New Hampshire
$3.92M -$34.2K -65 -0.8%
CWAG
1245
Compton Wealth Advisory Group
Virginia
$3.92M -$315K -599 -7%
FTDI
1246
First Trust Direct Indexing
Massachusetts
$3.91M +$34.2K +65 +0.8%
RMAM
1247
Raab & Moskowitz Asset Management
New Jersey
$3.91M +$48.4K +92 +1%
CIC
1248
Chase Investment Counsel
Virginia
$3.9M -$33.7K -64 -0.8%
SFA
1249
Sequoia Financial Advisors
Ohio
$3.89M -$831K -1,580 -17%
NP
1250
NorthRock Partners
Minnesota
$3.89M +$79.4K +151 +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.