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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
BEI
1826
Benjamin Edwards Inc
Missouri
$1.32M +$66.8K +127 +5%
BFS
1827
Bard Financial Services
Connecticut
$1.32M
BFA
1828
Buttonwood Financial Advisors
Maryland
$1.32M
HIM
1829
Hanlon Investment Management
New Jersey
$1.31M +$83.1K +158 +6%
MW
1830
MBL Wealth
North Carolina
$1.31M +$130K +248 +11%
CIC
1831
Cornercap Investment Counsel
Georgia
$1.31M -$14.2K -27 -1%
CIM
1832
CIM Investment Management
Pennsylvania
$1.31M
SHA
1833
Seneca House Advisors
Virginia
$1.31M -$170K -324 -11%
LG
1834
LaFleur & Godfrey
Michigan
$1.3M +$7.89K +15 +0.6%
TAM
1835
Townsend Asset Management
North Carolina
$1.3M +$3.15K +6 +0.2%
TCWM
1836
Total Clarity Wealth Management
Illinois
$1.3M -$25.2K -48 -2%
OCM
1837
One Capital Management
California
$1.3M +$73.6K +140 +6%
PCM
1838
Parsons Capital Management
Rhode Island
$1.3M +$225K +427 +20%
NHC
1839
Nicholas Hoffman & Company
Georgia
$1.29M +$1.05K +2 +0.1%
KWM
1840
Kolinsky Wealth Management
New Jersey
$1.29M +$7.36K +14 +0.5%
KPWG
1841
KFA Private Wealth Group
Virginia
$1.29M +$526 +1 +0%
MAC
1842
Mason & Associates (California)
California
$1.28M +$16.8K +32 +1%
HI
1843
Humankind Investments
New York
$1.28M +$73.1K +139 +6%
WMA
1844
Wealth Management Associates
New Jersey
$1.28M +$88.3K +168 +7%
YIH
1845
Y-Intercept (HK)
Hong Kong
$1.28M +$1.33M +2,535 New
EFG
1846
Everhart Financial Group
Ohio
$1.28M +$178K +338 +15%
FAN
1847
Financial Advisors Network
California
$1.28M +$146K +278 +12%
SOAMC
1848
Spirit of America Management Corp
New York
$1.27M +$78.9K +150 +6%
FFA
1849
Founders Financial Alliance
North Carolina
$1.27M +$999K +1,900 +304%
SJIM
1850
St. Johns Investment Management
Florida
$1.27M +$4.21K +8 +0.3%

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.