We are live on ! Find out more
UNH icon

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
SA
1251
Strategic Advisors
New York
$3.88M +$249K +473 +7%
JSC
1252
Jackson Square Capital
California
$3.87M -$144K -273 -3%
B
1253
Bensler
Washington
$3.87M +$58.4K +111 +1%
BG
1254
Bollard Group
Massachusetts
$3.87M +$6.84K +13 +0.2%
HIP
1255
Harrell Investment Partners
Texas
$3.86M +$309K +588 +8%
CDH
1256
Charles D. Hyman
$3.85M -$34.2K -65 -0.8%
PA
1257
Procyon Advisors
Connecticut
$3.85M +$163K +310 +4%
WCA
1258
Westover Capital Advisors
Delaware
$3.84M -$7.36K -14 -0.2%
FWM
1259
Forefront Wealth Management
Pennsylvania
$3.83M -$71K -135 -2%
LGF
1260
LGT Group Foundation
Liechtenstein
$3.82M +$3.04M +5,785 +325%
CHAM
1261
Clear Harbor Asset Management
Connecticut
$3.82M -$32.6K -62 -0.8%
FHA
1262
First Horizon Advisors
Tennessee
$3.79M -$84.7K -161 -2%
GDP
1263
Great Diamond Partners
Maine
$3.79M +$352K +670 +10%
CCFP
1264
Charles Carroll Financial Partners
Massachusetts
$3.79M +$699K +1,330 +22%
PIC
1265
PCJ Investment Counsel
Ontario, Canada
$3.79M +$3.94M +7,500 New
HIM
1266
Harbour Investment Management
Washington
$3.76M +$5.26K +10 +0.1%
VFA
1267
Voya Financial Advisors
Connecticut
$3.76M +$42.1K +80 +1%
TA
1268
TFG Advisers
Michigan
$3.76M +$135K +257 +4%
ABP
1269
Arthur B. Page
$3.76M -$79.9K -152 -2%
FM
1270
Foster & Motley
Ohio
$3.76M -$149K -284 -4%
DCM
1271
Delta Capital Management
New Jersey
$3.74M
SAM
1272
Simplify Asset Management
Nevada
$3.71M +$177K +336 +5%
GC
1273
Globeflex Capital
California
$3.71M +$2.34M +4,448 +154%
HWM
1274
Hohimer Wealth Management
Washington
$3.7M +$36.8K +70 +1%
WA
1275
Wealth Alliance
New York
$3.69M +$11K +21 +0.3%

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.