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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
PF
1401
Phoenix Financial
Israel
$2.89M -$275K -523 -8%
APP
1402
Alpha Paradigm Partners
Illinois
$2.89M +$2.13M +4,053 +244%
SP
1403
SWS Partners
Ohio
$2.88M -$318K -605 -10%
TI
1404
Trexquant Investment
Connecticut
$2.88M +$3M +5,697 New
RIA
1405
Richwood Investment Advisors
Ohio
$2.87M -$84.7K -161 -3%
WP
1406
WealthSource Partners
California
$2.87M +$43.1K +82 +1%
LWA
1407
Lineweaver Wealth Advisors
Ohio
$2.86M -$16.3K -31 -0.5%
ACM
1408
AlphaCrest Capital Management
New York
$2.86M +$2.47M +4,689 +481%
PWMG
1409
Prestige Wealth Management Group
New Jersey
$2.84M +$176K +334 +6%
CWM
1410
Centric Wealth Management
Illinois
$2.84M -$442K -841 -13%
OTPPB
1411
Ontario Teachers' Pension Plan Board
Ontario, Canada
$2.83M +$502K +954 +20%
CA
1412
Continuum Advisory
Idaho
$2.83M -$158K -301 -5%
VCAM
1413
Van Cleef Asset Management
Ohio
$2.83M
TCM
1414
Thames Capital Management
New Jersey
$2.82M +$2.94M +5,590 New
NED
1415
Nancy E. Dempze
$2.82M +$2.1K +4 +0.1%
CCM
1416
Cox Capital Management
Massachusetts
$2.81M +$40K +76 +1%
FMLI
1417
Fukoku Mutual Life Insurance
Japan
$2.8M -$33.1K -63 -1%
ST
1418
Smithfield Trust
Pennsylvania
$2.8M -$55.7K -106 -2%
DL
1419
DOHJ LLC
Washington
$2.8M +$96.8K +184 +3%
IC
1420
Inscription Capital
Texas
$2.8M -$363K -691 -11%
HWMA
1421
Heritage Wealth Management (Arizona)
Arizona
$2.79M +$102K +194 +4%
MFG
1422
Merit Financial Group
Georgia
$2.79M -$1.15M -2,193 -28%
RCIM
1423
Red Cedar Investment Management
Michigan
$2.78M +$305K +580 +12%
FBT
1424
First Bankers Trust
Kentucky
$2.77M -$78.9K -150 -3%
VA
1425
Valmark Advisers
Ohio
$2.77M +$473K +900 +20%

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.