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
JWWM
2151
Johnson & White Wealth Management
Pennsylvania
$733K +$763K +1,451 New
BA
2152
Ballast Advisors
Minnesota
$730K
HWM
2153
Hemington Wealth Management
Virginia
$730K +$113K +214 +17%
MCA
2154
Magnolia Capital Advisors
Mississippi
$728K +$58.4K +111 +8%
ISWM
2155
Independent Solutions Wealth Management
New York
$727K +$281K +535 +59%
TF
2156
Tompkins Financial
New York
$727K +$92K +175 +14%
DIP
2157
DT Investment Partners
Pennsylvania
$726K -$892K -1,696 -54%
MFG
2158
Monte Financial Group
Connecticut
$726K -$98.3K -187 -12%
B
2159
Brightworth
Georgia
$726K -$3.15K -6 -0.4%
SP
2160
Successful Portfolios
Florida
$726K +$6.31K +12 +0.8%
PBO
2161
Peoples Bank (Ohio)
Ohio
$723K -$16.8K -32 -2%
CAL
2162
Capital Advisors Ltd
Ohio
$722K +$16.3K +31 +2%
SMH
2163
Sanders Morris Harris
Texas
$721K
MA
2164
Modus Advisors
Minnesota
$719K
CC
2165
Courier Capital
New York
$719K +$16.8K +32 +2%
IIC
2166
Integrated Investment Consultants
Michigan
$716K -$60.5K -115 -8%
IAMOG
2167
Investors Asset Management of Georgia
Georgia
$715K
BBI
2168
Baxter Bros Inc
Connecticut
$707K -$9.46K -18 -1%
BCM
2169
Brown Capital Management
Maryland
$702K -$208K -396 -22%
LWM
2170
Liberty Wealth Management
California
$701K +$358K +680 +96%
SC
2171
Steph & Co
Wisconsin
$700K -$103K -195 -12%
PCM
2172
Perritt Capital Management
Illinois
$700K -$12.6K -24 -2%
TWM
2173
TriaGen Wealth Management
California
$700K +$453K +862 +165%
IIA
2174
ICW Investment Advisors
Arizona
$699K +$526 +1 +0.1%
RZH
2175
Relyea Zuckerberg Hanson
Connecticut
$699K +$96.2K +183 +15%

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.