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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
AWM
2026
Accurate Wealth Management
Florida
$906K +$298K +566 +48%
OFS
2027
Oldfather Financial Services
Nebraska
$903K -$1.58K -3 -0.2%
JWM
2028
Jeppson Wealth Management
California
$901K -$7.89K -15 -0.8%
GTAM
2029
Global Trust Asset Management
Florida
$900K +$45.2K +86 +5%
SFA
2030
Semmax Financial Advisors
North Carolina
$899K -$158K -300 -15%
AA
2031
Argent Advisors
Louisiana
$899K -$61K -116 -6%
MWC
2032
MBM Wealth Consultants
Missouri
$899K +$95.7K +182 +12%
AIC
2033
Argus Investors Counsel
New York
$899K +$100K +191 +12%
RIG
2034
Renaissance Investment Group
Massachusetts
$899K +$155K +294 +22%
BBNB
2035
Baker Boyer National Bank
Washington
$897K -$105K -200 -10%
EBA
2036
Eagle Bay Advisors
New York
$897K -$17.9K -34 -2%
OPPTF
2037
OPSEU Pension Plan Trust Fund
Ontario, Canada
$897K +$4.21K +8 +0.5%
D
2038
Diversified
Delaware
$893K -$106K -201 -10%
CB
2039
CNB Bank
Pennsylvania
$893K +$115K +218 +14%
FPF
2040
First Pacific Financial
Washington
$887K +$7.89K +15 +0.9%
GHA
2041
GW Henssler & Associates
Georgia
$886K -$53.6K -102 -5%
HCP
2042
Hexagon Capital Partners
Arkansas
$883K -$22.6K -43 -2%
1SB
2043
1ST Source Bank
Indiana
$880K +$113K +215 +14%
MC
2044
Miramar Capital
Illinois
$879K -$36.3K -69 -4%
SSWG
2045
Seven Springs Wealth Group
Tennessee
$879K +$52.6K +100 +6%
PSP
2046
Principal Street Partners
Tennessee
$879K +$257K +489 +39%
AA
2047
Advisory Alpha
Michigan
$877K -$72.6K -138 -7%
OWA
2048
One Wealth Advisors
California
$876K -$54.7K -104 -6%
HBCM
2049
Heron Bay Capital Management
Michigan
$875K
F
2050
F3Logic
Minnesota
$872K +$11.6K +22 +1%

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.