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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
CA
1851
Cornerstone Advisory
Maryland
$1.27M -$85.7K -163 -6%
AR
1852
Apeiron RIA
Texas
$1.27M +$11K +21 +0.8%
ACM
1853
Ascendant Capital Management
California
$1.26M -$263K -500 -17%
WWM
1854
WT Wealth Management
Arizona
$1.26M -$4.73K -9 -0.4%
CMI
1855
Clare Market Investments
Texas
$1.26M +$550K +1,046 +72%
AMCA
1856
Arthur M. Cohen & Associates
Illinois
$1.26M -$273K -520 -17%
CFLC
1857
California First Leasing Corp
California
$1.26M
JSW
1858
Journey Strategic Wealth
New Jersey
$1.26M +$277K +526 +27%
CWS
1859
Confluence Wealth Services
Pennsylvania
$1.25M -$288K -547 -18%
PAM
1860
Peak Asset Management
Colorado
$1.25M +$13.1K +25 +1%
BHIC
1861
Bassett Hargrove Investment Counsel
Delaware
$1.25M +$1.3M +2,476 New
IF
1862
Intrua Financial
Texas
$1.25M -$829K -1,576 -39%
BWA
1863
Brave Warrior Advisors
New York
$1.25M
SWA
1864
Sutton Wealth Advisors
Florida
$1.24M -$86.2K -164 -6%
MFP
1865
Meridian Financial Partners
Virginia
$1.24M -$16.3K -31 -1%
ACP
1866
Arcus Capital Partners
Georgia
$1.24M +$370K +703 +40%
GFS
1867
GYL Financial Synergies
Connecticut
$1.24M -$1.05K -2 -0.1%
SWP
1868
Summit Wealth Partners
Florida
$1.24M +$103K +195 +9%
RWM
1869
RKL Wealth Management
Pennsylvania
$1.23M -$2.63K -5 -0.2%
FCA
1870
FLC Capital Advisors
California
$1.23M -$368K -699 -22%
PCM
1871
Presidio Capital Management
California
$1.23M +$8.94K +17 +0.7%
CPA
1872
Court Place Advisors
Maryland
$1.23M
CC
1873
Centiva Capital
New York
$1.22M +$1.27M +2,423 New
EIP
1874
Ellis Investment Partners
Pennsylvania
$1.22M -$878K -1,669 -41%
VCM
1875
Vivaldi Capital Management
Illinois
$1.22M -$129K -246 -9%

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.