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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
RCG
2326
Regatta Capital Group
California
$523K +$237K +450 +79%
CFFP
2327
Center for Financial Planning
Michigan
$522K +$8.41K +16 +2%
DWM
2328
Darwin Wealth Management
Florida
$521K -$309K -587 -37%
CHA
2329
Cooper/Haims Advisors
New York
$521K
BDF
2330
Black Diamond Financial
Maryland
$520K
FCB
2331
First Command Bank
Texas
$519K +$3.68K +7 +0.7%
FCFS
2332
First Command Financial Services
Texas
$519K +$3.68K +7 +0.7%
COCM
2333
Charter Oak Capital Management
New Hampshire
$518K +$5.26K +10 +1%
KIG
2334
Kowal Investment Group
Wisconsin
$517K +$35.2K +67 +7%
FA
2335
Fagan Associates
New York
$516K
SFPG
2336
Stonebridge Financial Planning Group
Florida
$516K +$60.5K +115 +13%
GCM
2337
Gables Capital Management
Florida
$515K
SAMC
2338
Spectrum Asset Management (California)
California
$508K -$2.63K -5 -0.5%
DP
2339
Dearborn Partners
Illinois
$508K +$86.8K +165 +20%
BMO
2340
Beck Mack & Oliver
New York
$507K -$4.21K -8 -0.8%
WBG
2341
Wharton Business Group
Pennsylvania
$507K
AP
2342
Adero Partners
California
$507K +$31K +59 +7%
BWP
2343
Balboa Wealth Partners
Arizona
$507K +$527K +1,003 New
MHR
2344
Matthew Hamilton Rosenberg
$506K +$11.6K +22 +2%
AF
2345
AtlasMark Financial
Texas
$505K
SCM
2346
Stonebridge Capital Management
California
$505K
HNWAG
2347
High Net Worth Advisory Group
Florida
$504K
AFG
2348
Allegheny Financial Group
Pennsylvania
$504K +$526 +1 +0.1%
BFIM
2349
Beese Fulmer Investment Management
Ohio
$503K -$35.8K -68 -6%
LI
2350
Lafayette Investments
Maryland
$503K

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.