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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
EWM
1676
Evermay Wealth Management
Virginia
$1.71M +$91.5K +174 +5%
DWM
1677
Defined Wealth Management
Oregon
$1.7M
QC
1678
Quent Capital
New York
$1.7M +$87.3K +166 +5%
GA
1679
GraniteShares Advisors
New York
$1.7M -$182K -347 -9%
SIA
1680
Strategic Investment Advisors
Michigan
$1.7M +$74.7K +142 +4%
MCIA
1681
Mountain Capital Investment Advisors
Colorado
$1.69M -$93.6K -178 -5%
VLC
1682
Van Leeuwen & Company
New Jersey
$1.69M -$230K -437 -12%
IFWM
1683
Institute for Wealth Management
Colorado
$1.69M +$18.9K +36 +1%
DW
1684
Domani Wealth
Pennsylvania
$1.69M
CL
1685
CPWM LLC
Washington
$1.69M -$206K -392 -11%
MAG
1686
MRA Advisory Group
New Jersey
$1.68M +$91K +173 +5%
EI
1687
Ellevest Inc
New York
$1.67M +$77.3K +147 +5%
CPR
1688
CSU Producer Resources
Ohio
$1.67M
BWP
1689
Baldwin Wealth Partners
Massachusetts
$1.67M -$22.1K -42 -1%
KFI
1690
Key Financial Inc
Pennsylvania
$1.67M
BCAM
1691
Boston Common Asset Management
Massachusetts
$1.67M +$3.15K +6 +0.2%
SWM
1692
SeaCrest Wealth Management
New York
$1.66M -$1.58K -3 -0.1%
FMWA
1693
Forvis Mazars Wealth Advisors
Missouri
$1.65M -$150K -286 -8%
TWI
1694
Thomas White International
Illinois
$1.65M
HA
1695
Herold Advisors
New York
$1.65M
BP
1696
BBR Partners
New York
$1.65M -$1.44M -2,743 -46%
KA
1697
KLCM Advisors
Wisconsin
$1.64M +$1.71M +3,255 New
PCP
1698
Proficio Capital Partners
Massachusetts
$1.64M +$7.89K +15 +0.5%
RA
1699
RiverPark Advisors
New York
$1.63M -$44.7K -85 -3%
TRIA
1700
Trail Ridge Investment Advisors
Colorado
$1.63M +$19.5K +37 +1%

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.