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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
CCFM
2076
Clear Creek Financial Management
Washington
$836K -$66.3K -126 -7%
FNBOH
2077
First National Bank of Hutchinson
Kansas
$834K +$56.3K +107 +7%
MAM
2078
Marotta Asset Management
Virginia
$833K -$17.4K -33 -2%
WIM
2079
WealthPlan Investment Management
Nebraska
$832K +$806K +1,533 New
GAM
2080
Gould Asset Management
California
$830K -$22.6K -43 -3%
RWP
2081
RWA Wealth Partners
Massachusetts
$830K +$65.7K +125 +8%
FCMC
2082
Founders Capital Management (Connecticut)
Connecticut
$829K
LAS
2083
LWM Advisory Services
Florida
$824K +$79.4K +151 +10%
WWA
2084
WC Walker & Associates
California
$824K +$318K +605 +66%
RHBC
2085
R.H. Bluestein & Co
Michigan
$823K +$22.1K +42 +3%
DBT
2086
Dubuque Bank & Trust
Iowa
$819K +$20.5K +39 +2%
SKK
2087
Shepherd Kaplan Krochuk
Massachusetts
$817K
WP
2088
WMS Partners
Maryland
$816K +$7.36K +14 +0.9%
FWTB
2089
First Western Trust Bank
Colorado
$814K -$28.9K -55 -3%
HWM
2090
Horizon Wealth Management
Illinois
$814K -$16.8K -32 -2%
QFA
2091
Quantum Financial Advisors
California
$814K
FAG
2092
Fortitude Advisory Group
Washington
$814K +$20.5K +39 +2%
JGCM
2093
Joseph Group Capital Management
Ohio
$813K +$847K +1,610 New
SFG
2094
Sovereign Financial Group
Connecticut
$812K -$12.6K -24 -1%
SFG
2095
Sather Financial Group
Texas
$809K
SEIA
2096
Signature Estate & Investment Advisors
California
$808K +$57.3K +109 +7%
VNA
2097
Valley National Advisers
Pennsylvania
$806K +$44.2K +84 +6%
NWM
2098
Northwest Wealth Management
Iowa
$806K +$78.3K +149 +10%
CA
2099
Crumly & Associates
Illinois
$805K +$8.94K +17 +1%
ODFS
2100
O'Donnell Financial Services
California
$801K -$31.6K -60 -4%

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.