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
REMPR
1501
Roof Eidam Maycock Peralta (REMP)
California
$2.37M +$103K +195 +4%
ACM
1502
Ashford Capital Management
Delaware
$2.37M -$1.17M -2,228 -32%
MHS
1503
M Holdings Securities
Oregon
$2.36M -$339K -644 -12%
MS
1504
Maven Securities
Jersey
$2.36M +$2.21M +4,208 +892%
CASB
1505
Cape Ann Savings Bank
Massachusetts
$2.36M +$24.7K +47 +1%
HCM
1506
HMS Capital Management
Tennessee
$2.36M -$30.5K -58 -1%
AAM
1507
Arabesque Asset Management
United Kingdom
$2.36M +$178K +339 +8%
RA
1508
Rational Advisors
New York
$2.36M +$307K +583 +14%
CWM
1509
Chesapeake Wealth Management
Virginia
$2.36M +$250K +476 +11%
CWM
1510
Circle Wealth Management
New Jersey
$2.35M -$258K -490 -10%
TIA
1511
Trust Investment Advisors
Indiana
$2.34M -$166K -315 -6%
WA
1512
Waverly Advisors
Alabama
$2.34M +$59.4K +113 +3%
JWCA
1513
J.W. Cole Advisors
Florida
$2.33M -$93.1K -177 -4%
RCM
1514
RB Capital Management
Nevada
$2.33M +$218K +414 +10%
TSWM
1515
Triangle Securities Wealth Management
North Carolina
$2.33M -$24.2K -46 -1%
CAC
1516
Certified Advisory Corp
Florida
$2.33M +$85.7K +163 +4%
BBL
1517
Beck Bode LLC
Massachusetts
$2.32M +$3.15K +6 +0.1%
PWP
1518
Perfromance Wealth Partners
Illinois
$2.31M -$27.9K -53 -1%
AFS
1519
Aft Forsyth & Sober
Florida
$2.31M
BWM
1520
Bulltick Wealth Management
Florida
$2.3M +$2.11M +4,020 +744%
TA
1521
TKG Advisors
Indiana
$2.3M +$590K +1,122 +33%
CWMU
1522
Caliber Wealth Management (Utah)
Utah
$2.3M +$89.9K +171 +4%
MCM
1523
Manchester Capital Management
Vermont
$2.29M +$105K +199 +5%
KA
1524
Kovack Advisors
Florida
$2.29M -$790K -1,502 -25%
BFA
1525
Beaumont Financial Advisors
Massachusetts
$2.28M -$39.4K -75 -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.