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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
PTP
1701
Platform Technology Partners
New York
$1.62M -$4.21K -8 -0.2%
CC
1702
Copperleaf Capital
North Carolina
$1.62M +$117K +223 +7%
CFMC
1703
Curbstone Financial Management Corp
New Hampshire
$1.61M -$22.1K -42 -1%
BMM
1704
Buffington Mohr McNeal
Idaho
$1.61M
C
1705
Certuity
Florida
$1.61M +$520K +988 +45%
BAMG
1706
Brand Asset Management Group
Missouri
$1.61M -$134K -255 -7%
SHGA
1707
Sand Hill Global Advisors
California
$1.61M -$12.6K -24 -0.7%
BWM
1708
BigSur Wealth Management
Florida
$1.61M -$75.2K -143 -4%
JGGDR
1709
JGP Global Gestao de Recursos
Brazil
$1.6M -$171K -326 -9%
AFM
1710
Andesa Financial Management
Pennsylvania
$1.6M +$321K +610 +24%
MWPCG
1711
Measured Wealth Private Client Group
New Hampshire
$1.6M -$83.1K -158 -5%
HGERS
1712
Householder Group Estate & Retirement Specialist
Arizona
$1.6M +$93.1K +177 +6%
PIA
1713
Pinion Investment Advisors
Kansas
$1.59M -$288K -548 -15%
MFC
1714
Mechanics Financial Corp
Ohio
$1.58M -$2.63K -5 -0.2%
LC
1715
Lindbrook Capital
California
$1.58M +$274K +521 +20%
FAIM
1716
Financial Advocates Investment Management
Washington
$1.58M -$93.6K -178 -5%
BBNA
1717
Bremer Bank National Association
Minnesota
$1.58M -$70.5K -134 -4%
CA
1718
Cambridge Advisors
Nebraska
$1.58M -$26.3K -50 -2%
IMOV
1719
Investment Management of Virginia
Virginia
$1.58M +$13.7K +26 +0.8%
DFA
1720
Delta Financial Advisors
Louisiana
$1.57M +$526 +1 +0%
HCM
1721
Hodges Capital Management
Texas
$1.57M +$824K +1,567 +101%
THWM
1722
Taylor Hoffman Wealth Management
Virginia
$1.57M
CCG
1723
Ceeto Capital Group
Florida
$1.56M
FNWM
1724
Financial Network Wealth Management
Utah
$1.56M -$24.7K -47 -1%
EFSCE
1725
Enterprise Financial Services Corp (EFSC)
Missouri
$1.56M -$42.6K -81 -3%

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.