We are live on ! Find out more
UNH icon

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
AMG
2051
Asset Management Group
Connecticut
$871K -$14.2K -27 -2%
ANB
2052
Amarillo National Bank
Texas
$871K -$12.6K -24 -1%
OPWM
2053
Oxinas Partners Wealth Management
Indiana
$870K +$41.5K +79 +5%
TA
2054
TCM Advisors
West Virginia
$869K
CWP
2055
Concord Wealth Partners
Virginia
$868K -$78.3K -149 -8%
IP
2056
Intellectus Partners
California
$866K +$50.5K +96 +6%
SWG
2057
Summit Wealth Group
Vermont
$865K -$7.36K -14 -0.8%
FAFN
2058
First Affirmative Financial Network
Colorado
$862K -$151K -288 -14%
TWA
2059
TCI Wealth Advisors
Arizona
$861K -$20K -38 -2%
KF
2060
Krilogy Financial
Missouri
$857K -$53.6K -102 -6%
EA
2061
Emerald Advisers
Pennsylvania
$856K +$103K +195 +13%
AA
2062
Aire Advisors
California
$855K +$89.4K +170 +11%
SFA
2063
Source Financial Advisors
New York
$854K +$16.8K +32 +2%
VF
2064
Vista Finance
Missouri
$851K +$43.6K +83 +5%
CC
2065
Chicago Capital
Illinois
$851K +$322K +613 +57%
GLLW
2066
Graves Light Lenhart Wealth
Virginia
$849K +$9.46K +18 +1%
WW
2067
Waterfront Wealth
Kansas
$849K +$150K +285 +22%
BC
2068
Bowman & Company
Wisconsin
$848K +$32.6K +62 +4%
CPWA
2069
Cerro Pacific Wealth Advisors
California
$848K +$188K +358 +27%
TCB
2070
Texas Capital Bancshares
Texas
$847K
WA
2071
WealthTrust Axiom
Pennsylvania
$845K
PPP
2072
Private Portfolio Partners
New Jersey
$843K -$23.1K -44 -3%
CWM
2073
Cornerstone Wealth Management
Missouri
$842K +$41K +78 +5%
EA
2074
Eudaimonia Advisors
Tennessee
$840K -$43.6K -83 -5%
MCWA
2075
Meadow Creek Wealth Advisors
Georgia
$840K +$12.1K +23 +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.