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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
GSC
1276
G&S Capital
Colorado
$3.67M +$918K +1,745 +32%
PPWP
1277
Proquility Private Wealth Partners
Nevada
$3.67M -$82.6K -157 -2%
EF
1278
Empowered Funds
Pennsylvania
$3.65M +$1.25M +2,384 +49%
CCG
1279
Cypress Capital Group
Florida
$3.63M +$184K +350 +5%
CIA
1280
Choate Investment Advisors
Massachusetts
$3.63M +$250K +475 +7%
FWP
1281
FAS Wealth Partners
Kansas
$3.63M +$414K +787 +12%
TNA
1282
True North Advisors
Texas
$3.62M -$55.2K -105 -1%
RCWM
1283
Royal Capital Wealth Management
Indiana
$3.61M +$4.73K +9 +0.1%
SFS
1284
Strategic Financial Services
New York
$3.61M -$460K -874 -11%
LC
1285
Legacy CG
Texas
$3.61M +$41.5K +79 +1%
DWM
1286
Doyle Wealth Management
Florida
$3.61M +$73.1K +139 +2%
BB
1287
Berkshire Bank
Massachusetts
$3.6M +$13.1K +25 +0.4%
B
1288
Barings
North Carolina
$3.6M -$2.36M -4,495 -39%
HCM
1289
HM Capital Management
Missouri
$3.59M +$16.8K +32 +0.5%
AG
1290
Advocate Group
Minnesota
$3.58M +$35.8K +68 +1%
RGI
1291
River Global Investors
United Kingdom
$3.58M -$989K -1,880 -21%
T
1292
TCWP
Ohio
$3.58M +$150K +286 +4%
VBCG
1293
Valley Brook Capital Group
Pennsylvania
$3.58M +$526 +1 +0%
PRS
1294
Pinkerton Retirement Specialists
Idaho
$3.57M -$96.8K -184 -3%
CAM
1295
Cypress Asset Management
Texas
$3.57M -$39.4K -75 -1%
SC
1296
Sepio Capital
Utah
$3.56M -$9.46K -18 -0.3%
MWM
1297
Mattern Wealth Management
Kansas
$3.56M +$63.1K +120 +2%
WI
1298
WrapManager Inc
California
$3.56M -$484K -920 -12%
MLFP
1299
MPS Loria Financial Planners
Illinois
$3.56M +$59.9K +114 +2%
DR
1300
Davis Rea
Ontario, Canada
$3.55M -$3.69M -7,023 -50%

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.