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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
IFG
1451
Independent Financial Group
California
$2.65M +$458K +871 +20%
AG
1452
Algert Global
California
$2.64M -$6.84K -13 -0.2%
TCM
1453
Teza Capital Management
Illinois
$2.64M +$2.74M +5,219 New
NC
1454
NinePointTwo Capital
California
$2.63M
WAM
1455
WealthTrust Asset Management
Florida
$2.63M -$105K -200 -4%
MW
1456
Marcum Wealth
Ohio
$2.61M -$4.73K -9 -0.2%
SRAM
1457
Spouting Rock Asset Management
Pennsylvania
$2.61M -$9.46K -18 -0.3%
SHFP
1458
Second Half Financial Partners
Florida
$2.6M -$3.63M -6,898 -57%
CCB
1459
Country Club Bank
Missouri
$2.59M +$100K +191 +4%
MG
1460
Mather Group
Illinois
$2.59M +$1.09M +2,069 +68%
ICG
1461
InterOcean Capital Group
Tennessee
$2.59M +$105K +200 +4%
BB
1462
Bell Bank
North Dakota
$2.59M -$190K -361 -7%
MWA
1463
Moser Wealth Advisors
Washington
$2.58M
CG
1464
Cutler Group
California
$2.58M -$3.11M -5,909 -54%
JFA
1465
JNBA Financial Advisors
Minnesota
$2.58M -$54.7K -104 -2%
OC
1466
Oarsman Capital
Wisconsin
$2.57M -$117K -223 -4%
IWS
1467
Insight Wealth Strategies
California
$2.55M
MFG
1468
Magnus Financial Group
New York
$2.55M +$43.6K +83 +2%
MIC
1469
Means Investment Company
Maine
$2.54M +$7.89K +15 +0.3%
WP
1470
WealthShield Partners
North Carolina
$2.52M +$340K +646 +15%
WPW
1471
Warther Private Wealth
Ohio
$2.52M +$876K +1,665 +50%
WCA
1472
Waypoint Capital Advisors
Minnesota
$2.52M -$146K -278 -5%
CA
1473
CoreCap Advisors
Michigan
$2.5M +$381K +724 +17%
CCM
1474
Consolidated Capital Management
California
$2.49M +$2.59M +4,924 New
CSA
1475
Cottage Street Advisors
Massachusetts
$2.48M +$5.78K +11 +0.2%

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.