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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
BWM
2276
BCS Wealth Management
Tennessee
$560K -$97.3K -185 -14%
CWM
2277
Castle Wealth Management
Florida
$558K +$316K +601 +119%
MCA
2278
MSH Capital Advisors
Arizona
$557K +$1.05K +2 +0.2%
IUHSA
2279
Itau Unibanco Holding S.A.
Brazil
$556K -$80.5K -153 -12%
IA
2280
Inspire Advisors
Idaho
$556K -$13.1K -25 -2%
SFWC
2281
Strategic Family Wealth Counselors
New Jersey
$556K -$9.46K -18 -2%
HC
2282
Hendley & Co
Ohio
$556K
WI
2283
Wedgewood Investors
Pennsylvania
$556K
GG
2284
Golden Green
South Carolina
$555K +$577K +1,098 New
FANJ
2285
Financial Architects (New Jersey)
New Jersey
$555K +$578K +1,099 New
UL
2286
Unionview LLC
Washington
$554K -$1.05K -2 -0.2%
GC
2287
Gilbert & Cook
Iowa
$554K +$72.6K +138 +16%
FL
2288
Fort LP
Maryland
$553K -$430K -817 -43%
FBT
2289
First Bank & Trust
South Dakota
$553K +$57.8K +110 +11%
CAM
2290
CenterStar Asset Management
Illinois
$552K
GKWIM
2291
Gerber Kawasaki Wealth & Investment Management
California
$552K +$46.8K +89 +9%
GLA
2292
Good Life Advisors
Pennsylvania
$551K -$23.1K -44 -4%
SFP
2293
Sandbox Financial Partners
Maryland
$551K +$11K +21 +2%
PHAM
2294
Palisades Hudson Asset Management
Florida
$550K -$26.3K -50 -4%
IFPG
2295
Intrepid Financial Planning Group
Indiana
$550K +$7.89K +15 +1%
SOS
2296
Silver Oak Securities
Tennessee
$550K -$408K -775 -42%
PFA
2297
Pathway Financial Advisors
Vermont
$548K
BFC
2298
Bedel Financial Consulting
Indiana
$547K -$42.1K -80 -7%
JI
2299
Jeereddi Investments
California
$545K -$50.5K -96 -8%
SCA
2300
STALEY CAPITAL ADVISERS
Pennsylvania
$545K +$61K +116 +12%

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.