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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
HF
1301
HRT Financial
New York
$3.54M +$3.69M +7,009 New
GCL
1302
Gouws Capital LLC
North Carolina
$3.54M +$14.2K +27 +0.4%
BWM
1303
BNC Wealth Management
Oregon
$3.54M -$178K -339 -5%
MUAMU
1304
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$3.54M +$526K +1,000 +17%
BO
1305
BRR OpCo
Ohio
$3.5M -$506K -963 -12%
IA
1306
IFP Advisors
Florida
$3.49M +$870K +1,655 +9%
AC
1307
Abbrea Capital
California
$3.46M -$71K -135 -2%
JSL
1308
JT Stratford LLC
Georgia
$3.46M -$806K -1,532 -18%
DDC
1309
DF Dent & Co
Maryland
$3.44M +$145K +275 +4%
LWAC
1310
Laurel Wealth Advisors (California)
California
$3.43M +$40.5K +77 +1%
CB
1311
Cooke & Bieler
Pennsylvania
$3.42M -$54.5M -103,669 -94%
RB
1312
Renasant Bank
Mississippi
$3.41M -$179K -341 -5%
WCM
1313
Wunderlich Capital Managemnt
Tennessee
$3.41M +$27.3K +52 +0.8%
Harris Associates
1314
Harris Associates
Illinois
$3.4M -$78.9K -150 -2%
FFM
1315
Forum Financial Management
Illinois
$3.4M +$4.73K +9 +0.1%
PG
1316
Patten Group
Tennessee
$3.39M -$83.1K -158 -2%
AHIA
1317
Andrew Hill Investment Advisors
Florida
$3.39M +$3.53M +6,705 New
GAM
1318
Griffin Asset Management
New York
$3.38M
PBT
1319
Pictet Bank & Trust
Bahamas
$3.38M -$2.25M -4,274 -39%
SIM
1320
Studio Investment Management
Illinois
$3.36M -$489K -930 -12%
CWM
1321
Chemistry Wealth Management
New York
$3.36M +$33.7K +64 +1%
SSWM
1322
Sheets Smith Wealth Management
North Carolina
$3.36M +$32.1K +61 +0.9%
SFO
1323
Stokes Family Office
Louisiana
$3.36M -$215K -408 -6%
GC
1324
Gratus Capital
Georgia
$3.35M +$2.47M +4,693 +241%
SWM
1325
Sendero Wealth Management
Texas
$3.34M -$202K -384 -5%

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.