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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
FC
1976
Forte Capital
New York
$1M +$7.89K +15 +0.8%
PMA
1977
Prudent Man Advisors
Illinois
$999K -$5.26K -10 -0.5%
MA
1978
Maxele Advisors
Missouri
$997K -$2.63K -5 -0.3%
IWA
1979
IVC Wealth Advisors
Pennsylvania
$997K +$4.21K +8 +0.4%
KFA
1980
Kelleher Financial Advisors
New York
$993K -$493K -938 -32%
DCM
1981
DGS Capital Management
New Jersey
$991K +$113K +214 +12%
RWA
1982
Ropes Wealth Advisors
Massachusetts
$991K +$11.6K +22 +1%
FFWA
1983
FRG Family Wealth Advisors
Washington
$990K +$3.68K +7 +0.4%
LJAC
1984
L.J. Altfest & Co
New York
$981K +$23.1K +44 +2%
DEM
1985
Disciplined Equity Management
Florida
$979K +$672K +1,278 +194%
KWA
1986
Kellett Wealth Advisors
Ohio
$977K
VWA
1987
V Wealth Advisors
Kansas
$975K -$448K -852 -31%
PFA
1988
Professional Financial Advisors
Nebraska
$974K -$7.36K -14 -0.7%
AIC
1989
Archer Investment Corporation
Indiana
$973K -$18.4K -35 -2%
1W
1990
1776 Wealth
Georgia
$972K
LIG
1991
Lokken Investment Group
Delaware
$972K +$4.21K +8 +0.4%
SAS
1992
Stelac Advisory Services
New York
$972K +$227K +431 +29%
SI
1993
Saxon Interests
Texas
$969K -$25.8K -49 -3%
BCP
1994
Berkeley Capital Partners
Georgia
$969K -$526 -1 -0.1%
OFS
1995
OneAscent Financial Services
Alabama
$969K +$25.2K +48 +3%
CFO
1996
CVA Family Office
Colorado
$963K +$237K +450 +31%
BWA
1997
Blodgett Wealth Advisors
California
$960K
AWA
1998
Amplius Wealth Advisors
Pennsylvania
$960K +$52.6K +100 +6%
VWMG
1999
Virginia Wealth Management Group
Virginia
$960K +$71K +135 +8%
PIM
2000
Profit Investment Management
Maryland
$957K

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.