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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
GG
2226
Greenwood Gearhart
Arkansas
$625K -$36.8K -70 -5%
EPA
2227
Element Pointe Advisors
Florida
$620K +$37.3K +71 +6%
ACM
2228
Armbruster Capital Management
New York
$619K
AFT
2229
Alpha Family Trust
California
$616K +$23.7K +45 +4%
AWM
2230
AllSquare Wealth Management
New York
$615K
DA
2231
Drake & Associates
Wisconsin
$615K +$267K +508 +72%
SDWMA
2232
Schneider Downs Wealth Management Advisors
Pennsylvania
$614K -$279K -531 -30%
EC
2233
EdgeRock Capital
Colorado
$612K +$198K +377 +45%
MA
2234
MONECO Advisors
Connecticut
$611K +$4.21K +8 +0.7%
CYG
2235
Clean Yield Group
Vermont
$609K +$8.94K +17 +1%
TWM
2236
Thrive Wealth Management
Pennsylvania
$606K +$17.4K +33 +3%
PWM
2237
Penobscot Wealth Management
Maine
$605K
VC
2238
Veracity Capital
Georgia
$605K +$42.6K +81 +7%
MMM
2239
Mendel Money Management
Illinois
$605K +$163K +310 +35%
BLC
2240
Brown, Lisle/Cummings
Rhode Island
$604K
TA
2241
Tectonic Advisors
Texas
$604K
AW
2242
ACG Wealth
Georgia
$602K -$198K -377 -24%
HKIMG
2243
Hutchens & Kramer Investment Management Group
Indiana
$602K +$32.1K +61 +6%
DA
2244
Dillon & Associates
Michigan
$599K
ZIC
2245
ZWJ Investment Counsel
Georgia
$597K -$26.8K -51 -4%
ARC
2246
Advisor Resource Council
Texas
$595K -$3.73M -7,090 -86%
BSB
2247
Bangor Savings Bank
Maine
$590K +$56.8K +108 +10%
D
2248
Dentgroup
Louisiana
$590K +$66.3K +126 +12%
WT
2249
Washington Trust
Rhode Island
$589K -$55.2K -105 -8%
AF
2250
Apexium Financial
Texas
$589K +$613K +1,166 New

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.