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
OAM
1376
Occidental Asset Management
California
$3.04M +$49.4K +94 +2%
GG
1377
Gofen & Glossberg
Illinois
$3.04M +$412K +784 +15%
MFS
1378
Monetta Financial Services
Illinois
$3.03M
BS
1379
Boenning & Scattergood
Pennsylvania
$3.02M -$745K -1,416 -19%
FTC
1380
Farmers Trust Company
Ohio
$3.02M +$2.69M +5,111 +594%
SXL
1381
Summit X LLC
Missouri
$2.99M -$258K -491 -8%
SWP
1382
Strategic Wealth Partners
Ohio
$2.99M -$526 -1 -0%
APWM
1383
Atlas Private Wealth Management
New York
$2.98M +$68.9K +131 +2%
MLM
1384
Mount Lucas Management
Pennsylvania
$2.97M -$65.2K -124 -2%
MLA
1385
My Legacy Advisors
Oregon
$2.97M +$136K +259 +5%
FCM
1386
Fairbanks Capital Management
California
$2.96M -$35.2K -67 -1%
PRWA
1387
Platte River Wealth Advisors
Colorado
$2.96M
BHB
1388
Bank Hapoalim BM
Israel
$2.95M -$106K -201 -3%
SWM
1389
Sugarloaf Wealth Management
Georgia
$2.95M +$87.8K +167 +3%
ST
1390
Somerset Trust
Pennsylvania
$2.94M +$40K +76 +1%
NFG
1391
Northeast Financial Group
Pennsylvania
$2.93M +$5.78K +11 +0.2%
ASGS
1392
Alpha Square Group S
New York
$2.93M +$210K +400 +7%
CNC
1393
Canandaigua National Corp
New York
$2.92M +$57.8K +110 +2%
BIA
1394
Bigelow Investment Advisors
Maine
$2.92M +$8.94K +17 +0.3%
AC
1395
Avestar Capital
New York
$2.92M +$69.9K +133 +2%
BC
1396
Burleson & Co
California
$2.92M +$117K +223 +4%
CCT
1397
Chemung Canal Trust
New York
$2.91M -$279K -530 -8%
BWM
1398
Buckley Wealth Management
Nevada
$2.91M -$329K -625 -10%
EGA
1399
E&G Advisors
Texas
$2.9M
LHC
1400
Little House Capital
Massachusetts
$2.9M +$45.2K +86 +2%

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.