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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
CFG
2126
Cooper Financial Group
California
$764K +$34.7K +66 +5%
AIC
2127
Ayalon Insurance Company
Israel
$763K -$463K -880 -37%
FPA
2128
First Pacific Advisors
California
$763K -$155K -295 -16%
LIA
2129
LS Investment Advisors
Michigan
$760K
CA
2130
Crewe Advisors
Utah
$760K +$100K +191 +15%
GHAM
2131
Gilman Hill Asset Management
Connecticut
$758K -$3.68K -7 -0.5%
KFGK
2132
Keystone Financial Group (Kentucky)
Kentucky
$754K -$150K -285 -16%
LA
2133
Lifeworks Advisors
Michigan
$753K -$114K -216 -14%
SMA
2134
Sage Mountain Advisors
Georgia
$752K -$131K -249 -14%
PCG
2135
Prosperity Consulting Group
Maryland
$752K -$23.7K -45 -3%
FNBOSM
2136
First National Bank of South Miami
Florida
$751K -$70.5K -134 -8%
WEG
2137
World Equity Group
Illinois
$751K -$536K -1,019 -41%
AMC
2138
Asset Management Corp
Illinois
$749K +$1.58K +3 +0.2%
SICM
2139
Sustainable Insight Capital Management
New York
$743K -$9.99K -19 -1%
WCM
2140
WealthBridge Capital Management
Ohio
$743K
PP
2141
PrairieView Partners
Minnesota
$743K +$10.5K +20 +1%
OBGC
2142
O'Brien Greene & Co
Pennsylvania
$742K +$773K +1,470 New
Bank of Montreal
2143
Bank of Montreal
Ontario, Canada
$741K -$370M -703,643 -33%
FAM
2144
Formidable Asset Management
Ohio
$741K +$10.5K +20 +1%
IBOK
2145
Independence Bank of Kentucky
Kentucky
$739K
RCG
2146
Rock Creek Group
District of Columbia
$736K -$57.8K -110 -7%
KC
2147
Kenfarb & Co
Kentucky
$736K
CSB
2148
City State Bank
Iowa
$735K -$7.89K -15 -1%
TPWA
2149
TRUE Private Wealth Advisors
Oregon
$734K -$64.7K -123 -8%
WAM
2150
Walker Asset Management
Missouri
$734K +$2.1K +4 +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.