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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
HCP
2251
Holt Capital Partners
Texas
$588K +$2.63K +5 +0.4%
RRCM
2252
Rappaport Reiches Capital Management
Illinois
$588K -$106K -201 -15%
SW
2253
SkyOak Wealth
Michigan
$586K +$218K +415 +56%
CTB
2254
Country Trust Bank
Illinois
$585K -$526 -1 -0.1%
HFM
2255
Hartford Funds Management
Pennsylvania
$583K +$168K +319 +38%
CBA
2256
Coastal Bridge Advisors
Connecticut
$581K +$25.8K +49 +4%
LWP
2257
Laurel Wealth Planning
Minnesota
$579K -$4.21K -8 -0.7%
TCM
2258
Telos Capital Management
California
$578K
FM
2259
Family Management
New York
$578K +$6.31K +12 +1%
RCA
2260
Resonant Capital Advisors
Wisconsin
$577K +$55.7K +106 +10%
SL
2261
Salomon & Ludwin
Virginia
$577K +$601K +1,143 New
CIAS
2262
CFS Investment Advisory Services
New Jersey
$577K +$303M +576,065 +70,166%
AFG
2263
Alterity Financial Group
Maine
$576K +$34.2K +65 +6%
RBFC
2264
Roman Butler Fullerton & Co
Missouri
$574K +$83.1K +158 +16%
HFS
2265
Heritage Financial Services
Massachusetts
$573K -$526 -1 -0.1%
TW
2266
Towerpoint Wealth
California
$573K
HCA
2267
Heck Capital Advisors
Wisconsin
$570K +$9.99K +19 +2%
FNBSF
2268
First National Bank Sioux Falls
South Dakota
$568K
VLKIM
2269
Van Lanschot Kempen Investment Management
Netherlands
$567K -$82K -156 -12%
DDPIC
2270
Deroy & Devereaux Private Investment Counsel
Michigan
$567K
I
2271
INVST
Indiana
$565K +$189K +360 +47%
CA
2272
Calton & Associates
Florida
$564K -$58.4K -111 -9%
FC
2273
Financial Consulate
Maryland
$563K
NRI
2274
NFP Retirement Inc
California
$562K -$2.63K -5 -0.4%
EA
2275
Echo45 Advisors
California
$560K -$102K -194 -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.