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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
LB
1726
Legacy Bridge
Iowa
$1.56M -$150K -285 -8%
KP
1727
Keel Point
Alabama
$1.56M +$6.31K +12 +0.4%
NWM
1728
NEIRG Wealth Management
Massachusetts
$1.56M +$435K +828 +37%
WHCI
1729
W.H. Cornerstone Investments
Massachusetts
$1.56M +$1.64M +3,117 New
PP
1730
PDS Planning
Ohio
$1.55M +$11.6K +22 +0.7%
9WM
1731
9258 Wealth Management
Ohio
$1.55M -$107K -203 -6%
CFS
1732
CRA Financial Services
New Jersey
$1.54M -$4.73K -9 -0.3%
FG
1733
Foster Group
Iowa
$1.54M +$73.1K +139 +5%
CBFP
1734
Cedar Brook Financial Partners
Ohio
$1.54M +$55.7K +106 +4%
Pacer Advisors
1735
Pacer Advisors
Pennsylvania
$1.54M -$8.13M -15,469 -84%
RIL
1736
Rothschild Investment LLC
Illinois
$1.53M -$5.78K -11 -0.4%
KFP
1737
KB Financial Partners
New Jersey
$1.53M +$148K +282 +10%
VCP
1738
Verus Capital Partners
Arizona
$1.53M +$1.27M +2,424 +401%
HC
1739
HNP Capital
New York
$1.53M -$2.1K -4 -0.1%
VRM
1740
Vectors Research Management
New York
$1.53M -$2.1K -4 -0.1%
WSCM
1741
Wellington Shields Capital Management
New York
$1.53M -$21K -40 -1%
WCM
1742
Whitener Capital Management
North Carolina
$1.52M +$18.9K +36 +1%
CWC
1743
Carolinas Wealth Consulting
North Carolina
$1.52M -$16.8K -32 -1%
TCOT
1744
Trust Company of Toledo
Ohio
$1.52M +$23.7K +45 +2%
CWAF
1745
Core Wealth Advisors (Florida)
Florida
$1.52M +$42.1K +80 +3%
CC
1746
Commons Capital
Massachusetts
$1.52M +$96.8K +184 +7%
SACTSONJ
1747
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.51M
UM
1748
Ulysses Management
New York
$1.51M +$1.58M +3,000 New
SFWA
1749
Summit Financial Wealth Advisors
Louisiana
$1.51M -$91.5K -174 -6%
GWCM
1750
Godshalk Welsh Capital Management
Pennsylvania
$1.51M +$1.58K +3 +0.1%

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.