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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
BEAM
2351
Baker Ellis Asset Management
Washington
$502K -$97.3K -185 -16%
DCM
2352
Dimension Capital Management
Florida
$502K
WB
2353
Webster Bank
Connecticut
$502K +$31K +59 +6%
OPA
2354
Old Port Advisors
Maine
$501K -$17.9K -34 -3%
KA
2355
Klingman & Associates
New York
$500K +$22.6K +43 +5%
KPW
2356
Kore Private Wealth
New York
$499K +$8.94K +17 +2%
FUBT
2357
First United Bank & Trust
Maryland
$494K -$2.63K -5 -0.5%
3F
2358
360 Financial
Minnesota
$492K
MCM
2359
McRae Capital Management
New Jersey
$492K
FI
2360
Financial Insights
Washington
$491K +$512K +973 New
SPP
2361
Single Point Partners
Massachusetts
$488K +$12.1K +23 +2%
KLCM
2362
KG&L Capital Management
Louisiana
$487K -$128K -244 -20%
TAIM
2363
TD Ameritrade Investment Management
Nebraska
$487K -$83.1K -158 -14%
CFD
2364
Creative Financial Designs
Indiana
$487K +$2.1K +4 +0.4%
HWM
2365
HFR Wealth Management
New York
$485K
EAM
2366
Evanson Asset Management
California
$484K -$58.9K -112 -10%
FFMBT
2367
First Farmers & Merchants Bank Trust
Tennessee
$483K -$16.8K -32 -3%
BHBT
2368
Burke & Herbert Bank & Trust
Virginia
$482K -$5.26K -10 -1%
PPWM
2369
Paragon Private Wealth Management
Kentucky
$479K -$65.2K -124 -12%
BAM
2370
Byrne Asset Management
New Jersey
$478K
SFO
2371
Standard Family Office
South Dakota
$478K
BFG
2372
Barber Financial Group
Kansas
$478K +$10.5K +20 +2%
RWI
2373
Red Wave Investments
Pennsylvania
$478K +$14.7K +28 +3%
LW
2374
Linscomb Wealth
Texas
$478K +$114K +216 +30%
VST
2375
Van Strum & Towne
California
$477K

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.