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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
WG
1351
Winton Group
United Kingdom
$3.2M -$266K -506 -7%
EHWM
1352
Eads & Heald Wealth Management
Georgia
$3.19M -$24.2K -46 -0.7%
PAM
1353
Premier Asset Management
Illinois
$3.19M -$688K -1,308 -17%
RCAG
1354
Rehmann Capital Advisory Group
Michigan
$3.18M +$145K +275 +5%
ERIC
1355
Eagle Rock Investment Company
Georgia
$3.18M -$241K -458 -7%
SEEDPG
1356
S.E.E.D. Planning Group
New York
$3.18M -$126K -240 -4%
TCA
1357
Transcend Capital Advisors
New Jersey
$3.17M -$18.9K -36 -0.6%
JAG
1358
Journey Advisory Group
Kentucky
$3.17M +$599K +1,140 +22%
WA
1359
Wealth Architects
California
$3.16M +$231K +439 +8%
NL
1360
NVWM LLC
Pennsylvania
$3.14M -$107K -204 -3%
PWPS
1361
Pinnacle Wealth Planning Services
Ohio
$3.14M -$36.3K -69 -1%
TAM
1362
Tealwood Asset Management
Minnesota
$3.14M -$42.6K -81 -1%
HPWM
1363
Highland Private Wealth Management
Washington
$3.13M +$178K +339 +6%
CAM
1364
Carret Asset Management
New York
$3.12M -$23.7K -45 -0.7%
CIM
1365
Caldwell Investment Management
Ontario, Canada
$3.12M -$647K -1,230 -17%
SFG
1366
SevenBridge Financial Group
Pennsylvania
$3.12M -$72.6K -138 -2%
PFG
1367
Peterson Financial Group
Iowa
$3.11M +$143K +272 +5%
CC
1368
Cipher Capital
New York
$3.11M +$3.24M +6,156 New
BMWM
1369
Brown Miller Wealth Management
Virginia
$3.08M +$147K +280 +5%
FHA
1370
Flagship Harbor Advisors
Massachusetts
$3.07M -$4.21K -8 -0.1%
APP
1371
Avantax Planning Partners
Iowa
$3.07M -$202K -385 -6%
NCGI
1372
Next Century Growth Investors
Minnesota
$3.07M +$31.6K +60 +1%
TW
1373
TrinityPoint Wealth
Connecticut
$3.06M -$66.3K -126 -2%
BIP
1374
Blueprint Investment Partners
North Carolina
$3.06M +$704K +1,338 +28%
CCT
1375
Capital City Trust
Florida
$3.04M -$1.05K -2 -0%

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.