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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
SIM
1926
SSI Investment Management
California
$1.12M +$2.63K +5 +0.2%
CWP
1927
CFM Wealth Partners
Texas
$1.12M +$528K +1,005 +83%
PCI
1928
Planning Center Inc
Illinois
$1.11M -$20K -38 -2%
SI
1929
Scharf Investments
California
$1.11M +$235K +446 +26%
HCC
1930
Hirtle Callaghan & Co
Pennsylvania
$1.11M +$420K +799 +57%
CIA
1931
Cladis Investment Advisory
Montana
$1.1M +$4.73K +9 +0.4%
SIAG
1932
Safeguard Investment Advisory Group
California
$1.1M +$9.46K +18 +0.8%
ACM
1933
Allred Capital Management
Texas
$1.1M +$3.68K +7 +0.3%
CMS
1934
Capital Market Strategies
Florida
$1.09M +$16.8K +32 +2%
AWA
1935
Aaron Wealth Advisors
Illinois
$1.09M +$188K +357 +20%
ASBI
1936
American State Bank (Iowa)
Iowa
$1.09M
EP
1937
EPIQ Partners
Minnesota
$1.08M
EFM
1938
E Fund Management
China
$1.08M +$39.4K +75 +4%
FSA
1939
Franklin Street Advisors
North Carolina
$1.08M -$42.1K -80 -4%
MIM
1940
MTM Investment Management
South Carolina
$1.07M +$195K +370 +21%
CF
1941
Copperwynd Financial
Arizona
$1.07M -$38.4K -73 -3%
JGIA
1942
Jackson Grant Investment Advisers
Connecticut
$1.07M +$1.58K +3 +0.1%
RP
1943
Riverwater Partners
Wisconsin
$1.07M -$35.8K -68 -3%
SAM
1944
Secure Asset Management
Michigan
$1.06M +$19.5K +37 +2%
TC
1945
Titleist Capital
Texas
$1.06M -$71.5K -136 -6%
KCM
1946
KRS Capital Management
Michigan
$1.06M +$74.7K +142 +7%
BA
1947
Bluesphere Advisors
Pennsylvania
$1.06M
MAM
1948
McLean Asset Management
Virginia
$1.06M +$12.1K +23 +1%
CIP
1949
Convergence Investment Partners
Florida
$1.06M -$243K -462 -18%
EWS
1950
Evergreen Wealth Solutions
Pennsylvania
$1.06M +$23.7K +45 +2%

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.