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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
CCM
1651
Cribstone Capital Management
Maine
$1.79M +$37.3K +71 +2%
LWM
1652
Ledge Wealth Management
Minnesota
$1.77M +$110K +210 +6%
PI
1653
Pettee Investors
Connecticut
$1.77M
FIM
1654
Freedom Investment Management
Connecticut
$1.77M -$236K -448 -11%
WGCA
1655
Wolf Group Capital Advisors
Virginia
$1.77M -$8.94K -17 -0.5%
MWVC
1656
Morgens Waterfall Vintiadis & Co
New York
$1.77M
SIP
1657
Scott Investment Partners
United Kingdom
$1.77M
WAP
1658
Wealthcare Advisory Partners
Pennsylvania
$1.76M +$535K +1,018 +41%
HS
1659
Horan Securities
United States
$1.76M +$4.73K +9 +0.3%
MFA
1660
Mayflower Financial Advisors
Massachusetts
$1.76M +$54.7K +104 +3%
FFBTD
1661
First Financial Bank - Trust Division
Ohio
$1.76M -$25.8K -49 -1%
NL
1662
NWAM LLC
Washington
$1.76M +$13.1K +25 +0.7%
STA
1663
Summit Trail Advisors
New York
$1.75M +$232K +441 +15%
OC
1664
Oakworth Capital
Alabama
$1.75M
BWM
1665
BCGM Wealth Management
Indiana
$1.75M +$104K +197 +7%
III
1666
Independent Investors Inc
New York
$1.74M +$1.58K +3 +0.1%
VIM
1667
Vista Investment Management
Pennsylvania
$1.73M -$64.7K -123 -3%
MWM
1668
Marion Wealth Management
Pennsylvania
$1.73M +$112K +213 +7%
EWM
1669
Empirical Wealth Management
Washington
$1.73M +$48.9K +93 +3%
ARMT
1670
Amica Retiree Medical Trust
Rhode Island
$1.73M -$53.1K -101 -3%
PGWM
1671
Parisi Gray Wealth Management
New Jersey
$1.73M -$1.56M -2,962 -46%
AIA
1672
Alera Investment Advisors
Illinois
$1.72M +$289K +550 +19%
BCA
1673
Bay Colony Advisors
Massachusetts
$1.72M -$6.31K -12 -0.4%
H6H
1674
Hightower 6M Holding
Kansas
$1.72M -$408K -775 -19%
Financial Engines Advisors
1675
Financial Engines Advisors
California
$1.71M +$547K +1,041 +44%

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.