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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
HHGA
1951
Halbert Hargrove Global Advisors
California
$1.06M +$28.9K +55 +3%
VI
1952
Versor Investments
New York
$1.05M -$198K -377 -15%
PB
1953
Pinnacle Bancorp
Nebraska
$1.05M
GA
1954
GoalVest Advisory
New York
$1.05M -$653K -1,242 -37%
CAGAS
1955
Capital Advisory Group Advisory Services
Minnesota
$1.05M -$21K -40 -2%
SAM
1956
Sompo Asset Management
Japan
$1.05M +$557K +1,060 +104%
PMG
1957
ProVise Management Group
Florida
$1.05M -$67.3K -128 -6%
BAG
1958
Briggs Advisory Group
Rhode Island
$1.05M -$20.5K -39 -2%
MA
1959
MCF Advisors
Kentucky
$1.04M +$48.9K +93 +5%
MTC
1960
McDaniel Terry & Co
Texas
$1.04M
EC
1961
Enhancing Capital
Pennsylvania
$1.03M
4WM
1962
44 Wealth Management
Oregon
$1.03M -$504K -958 -32%
WFC
1963
Western Financial Corp
California
$1.03M +$734K +1,396 +216%
MBT
1964
Montecito Bank & Trust
California
$1.03M -$76.2K -145 -7%
AB
1965
Atlas Brown
Kentucky
$1.03M -$43.1K -82 -4%
AMM
1966
American Money Management
California
$1.03M
TSS
1967
Two Sigma Securities
New York
$1.03M +$456K +868 +75%
SC
1968
Saturna Capital
Washington
$1.02M +$23.7K +45 +2%
TF
1969
TLWM Financial
Texas
$1.02M +$2.78M +5,292 +216%
PFGIA
1970
Patriot Financial Group Insurance Agency
Massachusetts
$1.02M -$17.4K -33 -2%
FPCP
1971
Fort Point Capital Partners
California
$1.01M +$75.2K +143 +8%
CG
1972
Carmignac Gestion
France
$1.01M +$1.05M +2,000 New
AT
1973
Arvest Trust
Oklahoma
$1M -$37.3K -71 -3%
SAM
1974
Seelaus Asset Management
New Jersey
$1M +$21K +40 +2%
JCM
1975
Jacobi Capital Management
Pennsylvania
$1M -$55.2K -105 -5%

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.