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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
WIA
1601
Westbourne Investment Advisors
Maryland
$1.97M -$52.6K -100 -2%
SMC
1602
Smith, Moore & Co
Missouri
$1.97M +$26.3K +50 +1%
FNT
1603
First Nebraska Trust
Nebraska
$1.97M
CFA
1604
Cahill Financial Advisors
Minnesota
$1.97M +$151K +288 +8%
CCM
1605
CTC Capital Management
Illinois
$1.97M +$2.05M +3,900 New
BFG
1606
Beacon Financial Group
Texas
$1.97M +$13.7K +26 +0.7%
DA
1607
Doliver Advisors
Texas
$1.97M -$1.58K -3 -0.1%
FG
1608
Fiduciary Group
Georgia
$1.96M -$32.1K -61 -2%
VT
1609
Vise Technologies
New York
$1.95M +$323K +614 +19%
NFG
1610
Nations Financial Group
Iowa
$1.95M +$61.5K +117 +3%
CCA
1611
Childress Capital Advisors
Texas
$1.95M -$47.9K -91 -2%
FBFS
1612
First Business Financial Services
Wisconsin
$1.95M -$106K -202 -5%
PWM
1613
Perigon Wealth Management
California
$1.94M +$207K +394 +11%
VHAM
1614
Van Hulzen Asset Management
California
$1.94M -$35.2K -67 -2%
LTI
1615
Laffer Tengler Investments
Tennessee
$1.94M +$38.9K +74 +2%
HJMC
1616
Hellman Jordan Management Company
Massachusetts
$1.93M +$960K +1,826 +91%
AWM
1617
Aries Wealth Management
Maine
$1.93M +$7.36K +14 +0.4%
BFM
1618
Boothbay Fund Management
New York
$1.93M +$2.01M +3,815 New
LFA
1619
Legacy Financial Advisors
Kentucky
$1.92M +$77.3K +147 +4%
LFA
1620
Laraway Financial Advisors
Minnesota
$1.91M -$21K -40 -1%
FWA
1621
FOCUS Wealth Advisors
Texas
$1.9M -$14.2K -27 -0.7%
SC
1622
Sierra Capital
Florida
$1.89M -$10.5K -20 -0.5%
WCM
1623
Washburn Capital Management
Florida
$1.89M -$94.1K -179 -5%
IAIM
1624
International Assets Investment Management
Florida
$1.89M +$55.7K +106 +3%
KMWM
1625
Keudell/Morrison Wealth Management
Oregon
$1.88M -$82K -156 -4%

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.