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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
GCA
1776
Genesee Capital Advisors
New York
$1.46M +$4.73K +9 +0.3%
IAS
1777
Investment Advisory Services
Texas
$1.46M +$50.5K +96 +3%
SOW
1778
State of Wyoming
Wyoming
$1.45M +$933K +1,775 +161%
SSWM
1779
Smith Salley Wealth Management
North Carolina
$1.45M +$9.99K +19 +0.7%
SIC
1780
Samalin Investment Counsel
New York
$1.45M -$59.4K -113 -4%
WCM
1781
Washington Capital Management
Washington
$1.45M -$36.8K -70 -2%
AWCI
1782
Alpine Woods Capital Investors
New York
$1.44M
KC
1783
Kingfisher Capital
North Carolina
$1.44M +$970K +1,845 +185%
HFG
1784
Heron Financial Group
New York
$1.43M +$14.7K +28 +1%
FCM
1785
Fourpath Capital Management
Oklahoma
$1.43M -$198K -377 -12%
AA
1786
Altrafin AG
$1.43M -$71K -135 -5%
AC
1787
ASB Consultores
Florida
$1.42M -$110K -209 -7%
CL
1788
Choreo LLC
Illinois
$1.42M +$2.1K +4 +0.1%
IIM
1789
Intact Investment Management
Quebec, Canada
$1.42M -$210K -400 -13%
CB
1790
Cadence Bank
Mississippi
$1.41M +$1.47M +2,795 New
KIC
1791
Kensington Investment Counsel
California
$1.41M -$5.26K -10 -0.4%
MWM
1792
MinichMacGregor Wealth Management
New York
$1.41M -$8.94K -17 -0.6%
CWM
1793
Cahaba Wealth Management
Georgia
$1.41M -$7.89K -15 -0.5%
VDBMI
1794
Van Den Berg Management I
Texas
$1.4M -$55.7K -106 -4%
WTA
1795
Washington Trust Advisors
Massachusetts
$1.4M -$17.4K -33 -1%
PCM
1796
Pennsylvania Capital Management
Pennsylvania
$1.4M +$41.5K +79 +3%
DCM
1797
Davidson Capital Management
Texas
$1.39M +$59.4K +113 +4%
PFBT
1798
Parkside Financial Bank & Trust
Missouri
$1.39M -$330K -627 -19%
RTC
1799
Riverview Trust Company
Washington
$1.39M -$6.31K -12 -0.4%
CP
1800
CenterBook Partners
Connecticut
$1.38M -$310K -590 -18%

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.