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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
MRCM
1426
M&R Capital Management
New Jersey
$2.76M +$21.6K +41 +0.8%
CT
1427
Columbia Trust
Oregon
$2.76M +$37.3K +71 +1%
RFM
1428
Royal Fund Management
Florida
$2.74M -$525K -999 -16%
SLWA
1429
San Luis Wealth Advisors
California
$2.74M +$321K +610 +13%
RCM
1430
Regency Capital Management
Hawaii
$2.74M -$460K -874 -14%
DAM
1431
Deltec Asset Management
New York
$2.73M +$526K +1,000 +23%
FDS
1432
Freedom Day Solutions
Texas
$2.73M -$115K -218 -4%
MFG
1433
Menard Financial Group
Texas
$2.72M -$45.7K -87 -2%
CS
1434
Cannell & Spears
New York
$2.71M
AWA
1435
Arete Wealth Advisors
Illinois
$2.71M +$1.32M +2,518 +89%
TSW
1436
Thompson Siegel & Walmsley
Virginia
$2.71M +$1.89M +3,600 +205%
ACS
1437
Archford Capital Strategies
Illinois
$2.7M +$106K +202 +4%
DWM
1438
Destination Wealth Management
California
$2.7M +$72K +137 +3%
FFS
1439
Founders Financial Securities
Maryland
$2.7M -$73.6K -140 -3%
BRG
1440
Bay Rivers Group
Virginia
$2.69M -$111K -211 -4%
LFP
1441
Leeward Financial Partners
Washington
$2.69M +$3.68K +7 +0.1%
NWM
1442
Northcape Wealth Management
New York
$2.69M +$286K +544 +11%
SIA
1443
SkyView Investment Advisors
New Jersey
$2.68M -$106K -202 -4%
GWSG
1444
GPS Wealth Strategies Group
Colorado
$2.68M +$24.2K +46 +0.9%
JCM
1445
Janney Capital Management
Pennsylvania
$2.67M +$595K +1,131 +27%
NCM
1446
Northside Capital Management
Oregon
$2.67M
MWM
1447
Modera Wealth Management
New Jersey
$2.67M -$42.6K -81 -2%
GWANC
1448
Guardian Wealth Advisors (North Carolina)
North Carolina
$2.67M -$5.26K -10 -0.2%
CWA
1449
Consilium Wealth Advisory
Texas
$2.67M +$302K +574 +12%
RIA
1450
Realta Investment Advisors
Delaware
$2.65M +$37.9K +72 +1%

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.