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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
AWM
1551
Ameliora Wealth Management
Switzerland
$2.18M +$2.29M +4,356 New
SAM
1552
Sabadell Asset Management
Spain
$2.18M
DA
1553
DCM Advisors
New York
$2.17M -$266K -505 -11%
CLOS
1554
Compagnie Lombard Odier SCmA
Switzerland
$2.16M -$1.72M -3,268 -43%
SWMG
1555
Signature Wealth Management Group
Georgia
$2.16M -$221K -420 -9%
LSA
1556
Leonteq Securities AG
Switzerland
$2.16M +$470K +894 +26%
FCA
1557
FinTrust Capital Advisors
South Carolina
$2.15M +$87.3K +166 +4%
PAM
1558
Paradigm Asset Management
New York
$2.14M -$105K -200 -4%
HFM
1559
Hartford Financial Management
Connecticut
$2.14M -$331K -630 -13%
AIM
1560
AMI Investment Management
Indiana
$2.13M -$69.9K -133 -3%
WWA
1561
WCG Wealth Advisors
Nevada
$2.12M -$1.04M -1,973 -34%
AI
1562
AXS Investments
New York
$2.11M -$465K -885 -17%
CF
1563
Centaurus Financial
California
$2.11M +$445K +847 +25%
LPT
1564
Legacy Private Trust
Wisconsin
$2.09M -$163K -310 -7%
AW
1565
Alaethes Wealth
Nevada
$2.09M +$52.1K +99 +2%
MFG
1566
MidWestOne Financial Group
Iowa
$2.09M -$115K -218 -5%
SCA
1567
Spearhead Capital Advisors
Florida
$2.09M -$9.07M -17,243 -81%
CNFG
1568
Creegan & Nassoura Financial Group
New Hampshire
$2.09M
VFPI
1569
Vantage Financial Partners (Illinois)
Illinois
$2.09M -$26.3K -50 -1%
SVWAG
1570
Sound View Wealth Advisors Group
Georgia
$2.08M -$88.9K -169 -4%
WA
1571
Wambolt & Associates
Colorado
$2.08M +$107K +203 +5%
GIM
1572
Groesbeck Investment Management
New Jersey
$2.07M
HCM
1573
Highview Capital Management
Illinois
$2.07M +$137K +260 +7%
HCCM
1574
Hudson Canyon Capital Management
New York
$2.06M -$59.4K -113 -3%
MMA
1575
Miracle Mile Advisors
California
$2.06M +$149K +284 +7%

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.