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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
OAM
1476
Oak Asset Management
California
$2.47M +$2.57M +4,886 New
PA
1477
Paragon Advisors
Texas
$2.46M +$191K +364 +8%
SIAG
1478
Signet Investment Advisory Group
Rhode Island
$2.45M -$141K -269 -5%
SS
1479
Sunbelt Securities
Texas
$2.45M -$49.4K -94 -2%
WI
1480
Wintrust Investments
Illinois
$2.45M -$28.9K -55 -1%
JIC
1481
Joel Isaacson & Co
New York
$2.45M +$110K +209 +4%
PHK
1482
Point72 Hong Kong
Hong Kong
$2.45M +$2.55M +4,852 New
T
1483
TOBAM
France
$2.44M
CPO
1484
Cerity Partners OCIO
New York
$2.44M +$93.6K +178 +4%
TNBTD
1485
Trustmark National Bank Trust Department
Mississippi
$2.44M -$71K -135 -3%
GWS
1486
Glassman Wealth Services
Virginia
$2.43M +$34.7K +66 +1%
CCM
1487
Compton Capital Management
Rhode Island
$2.42M -$10.5K -20 -0.4%
HIC
1488
Harvey Investment Company
Kentucky
$2.41M -$28.9K -55 -1%
HA
1489
Harfst & Associates
Wyoming
$2.41M +$503K +957 +25%
LF
1490
Lee Financial
Texas
$2.41M +$9.46K +18 +0.4%
KWA
1491
KCS Wealth Advisory
California
$2.4M -$398K -757 -14%
ISL
1492
Ingalls & Snyder LLC
New York
$2.4M -$69.9K -133 -3%
IA
1493
IAM Advisory
Pennsylvania
$2.4M +$2.1K +4 +0.1%
FP
1494
Financial Perspectives
Minnesota
$2.4M +$496K +944 +25%
AWM
1495
Angeles Wealth Management
California
$2.4M +$148K +281 +6%
HFM
1496
Harvest Fund Management
China
$2.4M +$990K +1,882 +66%
WF
1497
Welch & Forbes
Massachusetts
$2.39M +$143K +271 +6%
ATI
1498
Act Two Investors
California
$2.39M -$301K -573 -11%
AFA
1499
Abacus FCF Advisors
Florida
$2.39M -$179K -340 -7%
SIM
1500
Sterling Investment Management
Arizona
$2.37M +$725K +1,379 +42%

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.