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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
OWA
1876
Opal Wealth Advisors
New York
$1.22M -$3.68K -7 -0.3%
MCM
1877
Monument Capital Management
Virginia
$1.22M +$545K +1,036 +75%
LA
1878
LVW Advisors
New York
$1.22M -$19.5K -37 -2%
GAA
1879
Global Assets Advisory
Florida
$1.22M +$56.8K +108 +5%
ESB
1880
Essex Savings Bank
Connecticut
$1.21M -$22.1K -42 -2%
WAM
1881
Weinberger Asset Management
California
$1.21M +$3.68K +7 +0.3%
WBCM
1882
Wilson & Boucher Capital Management
California
$1.21M -$5.26K -10 -0.4%
PFA
1883
Pure Financial Advisors
California
$1.21M +$87.3K +166 +7%
AA
1884
Alta Advisers
United Kingdom
$1.21M +$1.26M +2,400 New
SHFA
1885
SC&H Financial Advisors
Maryland
$1.21M -$258K -490 -17%
TFS
1886
TrustCore Financial Services
Tennessee
$1.21M +$6.31K +12 +0.5%
PIA
1887
Perennial Investment Advisors
California
$1.21M +$167K +317 +15%
WC
1888
Westhampton Capital
North Carolina
$1.21M +$5.26K +10 +0.4%
SIC
1889
Sterling Investment Counsel
New York
$1.21M +$26.3K +50 +2%
6F
1890
626 Financial
Michigan
$1.21M +$526 +1 +0%
NSAM
1891
North Star Asset Management
Wisconsin
$1.21M +$9.46K +18 +0.8%
RPWA
1892
Regent Peak Wealth Advisors
Georgia
$1.2M -$1.39M -2,649 -53%
FCFC
1893
First Commonwealth Financial Corp
Pennsylvania
$1.2M -$526 -1 -0%
VWM
1894
Vigilare Wealth Management
Arizona
$1.2M +$42.6K +81 +4%
MTIC
1895
Missouri Trust & Investment Company
Missouri
$1.2M -$80.5K -153 -6%
RFA
1896
Resurgent Financial Advisors
Georgia
$1.2M +$439K +834 +54%
UCI
1897
Uncommon Cents Investing
Wisconsin
$1.19M -$7.89K -15 -0.6%
GA
1898
Geller Advisors
New York
$1.19M +$314K +598 +34%
VBFP
1899
Valtinson Bruner Financial Planning
Minnesota
$1.19M +$55.7K +106 +5%
HCM
1900
Hollencrest Capital Management
California
$1.18M +$9.99K +19 +0.8%

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.