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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
PCM
2001
Pointe Capital Management
Michigan
$957K +$6.84K +13 +0.7%
CPA
2002
Cardiff Park Advisors
California
$956K -$24.2K -46 -2%
APG
2003
Abacus Planning Group
South Carolina
$956K +$9.46K +18 +1%
CNB
2004
Camden National Bank
Maine
$953K -$17.9K -34 -2%
DA
2005
Detalus Advisors
Missouri
$951K
TYCC
2006
Texas Yale Capital Corp
Florida
$948K +$116K +220 +13%
CRWM
2007
Castle Rock Wealth Management
California
$947K -$22.6K -43 -2%
SAM
2008
Strategy Asset Managers
California
$946K +$480K +913 +95%
VWM
2009
Valley Wealth Managers
New Jersey
$944K -$423K -805 -30%
CAM
2010
Campion Asset Management
Virginia
$944K
PP
2011
Patron Partners
Texas
$944K +$33.1K +63 +3%
SW
2012
SteelPeak Wealth
California
$943K +$210K +400 +27%
E
2013
Ergoteles
New York
$939K +$978K +1,860 New
CA
2014
Centerpoint Advisors
Massachusetts
$934K
AC
2015
Avory & Company
Florida
$930K
DI
2016
DAGCO Inc
Ohio
$929K -$10.5K -20 -1%
BWP
2017
BSW Wealth Partners
Colorado
$928K -$94.7K -180 -9%
FPWM
2018
FSB Premier Wealth Management
Iowa
$921K +$14.2K +27 +2%
NB
2019
Northwest Bancshares
Pennsylvania
$920K
JF
2020
JSF Financial
California
$920K +$5.26K +10 +0.6%
EHC
2021
Everett Harris & Co
California
$916K -$26.8K -51 -3%
SB
2022
Sunflower Bank
Texas
$915K -$93.6K -178 -9%
RIM
2023
Redwood Investment Management
Arizona
$913K +$604K +1,149 +175%
KOCAA
2024
Knights of Columbus Asset Advisors
Connecticut
$911K -$61K -116 -6%
WPA
2025
West Paces Advisors
Georgia
$908K +$3.15K +6 +0.3%

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.