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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
ACM
1326
Aubrey Capital Management
United Kingdom
$3.34M -$210K -400 -6%
LWMM
1327
Legacy Wealth Management (Mississippi)
Mississippi
$3.34M -$45.7K -87 -1%
JFGIW
1328
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$3.33M -$365K -695 -10%
CCM
1329
Condor Capital Management
New Jersey
$3.33M +$44.2K +84 +1%
EWM
1330
Elmwood Wealth Management
California
$3.32M +$55.2K +105 +2%
Verition Fund Management
1331
Verition Fund Management
Connecticut
$3.31M +$2.58M +4,915 +299%
SIM
1332
Sentry Investment Management
Wisconsin
$3.29M
SFP
1333
Shepherd Financial Partners
Massachusetts
$3.29M +$157K +298 +5%
BCM
1334
Birch Capital Management
Texas
$3.28M -$84.7K -161 -2%
S
1335
Seeyond
France
$3.28M +$270K +514 +9%
OIS
1336
Okabena Investment Services
Minnesota
$3.26M +$1.37M +2,596 +67%
RPC
1337
Rossmore Private Capital
Connecticut
$3.26M +$13.1K +25 +0.4%
SC
1338
Siena Capital
Ohio
$3.25M -$82K -156 -2%
RSWM
1339
Robertson Stephens Wealth Management
California
$3.25M +$223K +424 +7%
GP
1340
Geneva Partners
Wisconsin
$3.25M -$166K -315 -5%
AA
1341
Altman Advisors
Illinois
$3.23M -$438K -833 -12%
Two Sigma Advisers
1342
Two Sigma Advisers
New York
$3.23M +$1.47M +2,800 +78%
IRAG
1343
Investment Research & Advisory Group
Georgia
$3.23M +$20.5K +39 +0.6%
RWA
1344
River Wealth Advisors
Pennsylvania
$3.23M +$220K +418 +7%
HBT
1345
Heartland Bank & Trust
Illinois
$3.22M +$983K +1,870 +42%
PCM
1346
Palouse Capital Management
Washington
$3.22M -$225K -428 -6%
NME
1347
Notis-McConarty Edward
$3.21M +$14.2K +27 +0.4%
1WA
1348
180 Wealth Advisors
Washington
$3.21M +$270K +513 +9%
AIA
1349
AIMZ Investment Advisors
California
$3.21M -$422K -802 -11%
GSB
1350
Greenfield Savings Bank
Massachusetts
$3.21M -$31K -59 -0.9%

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.