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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
APW
2301
Austin Private Wealth
Texas
$542K +$9.99K +19 +2%
NFSG
2302
Newbridge Financial Services Group
Florida
$540K +$38.9K +74 +7%
HIC
2303
Hartline Investment Corp
Illinois
$539K -$201K -383 -26%
LA
2304
Latitude Advisors
Florida
$539K -$92K -175 -14%
LSC
2305
Lesa Sroufe & Co
Washington
$538K +$560K +1,065 New
NJBEST
2306
New Jersey Better Educational Savings Trust
New Jersey
$537K
ZIG
2307
Zuckerman Investment Group
Illinois
$536K +$47.9K +91 +9%
SGK
2308
Steigerwald Gordon & Koch
Virginia
$533K +$9.46K +18 +2%
GIA
2309
Guyasuta Investment Advisors
Pennsylvania
$533K +$28.4K +54 +5%
MWM
2310
Mascoma Wealth Management
New Hampshire
$531K +$526 +1 +0.1%
Members Trust
2311
Members Trust
Florida
$530K -$52.6K -100 -9%
AIM
2312
Alhambra Investment Management
Florida
$530K +$13.1K +25 +2%
SIMM
2313
Stillwater Investment Management (Minnesota)
Minnesota
$529K +$1.58K +3 +0.3%
SCFS
2314
S.C. Financial Services
Arizona
$528K -$17.9K -34 -3%
WA
2315
Waddell & Associates
Tennessee
$528K -$3.68K -7 -0.7%
KCM
2316
Kathmere Capital Management
Pennsylvania
$525K -$769K -1,463 -58%
CWS
2317
Cypress Wealth Services
California
$525K -$146K -278 -21%
WWM
2318
Windsor Wealth Management
Indiana
$525K -$16.3K -31 -3%
ACM
2319
Absolute Capital Management
Pennsylvania
$524K +$546K +1,038 New
KWM
2320
Kaydan Wealth Management
Michigan
$524K -$69.4K -132 -11%
CG
2321
Clarus Group
Texas
$524K
HCM
2322
Hengehold Capital Management
Ohio
$524K
GWAM
2323
Guardian Wealth Advisors (Minnesota)
Minnesota
$523K -$21K -40 -4%
HFP
2324
Holistic Financial Partners
Indiana
$523K +$11.6K +22 +2%
FP
2325
Foundry Partners
Minnesota
$523K +$39.4K +75 +8%

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.