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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
FFG
2376
Fortem Financial Group
California
$477K +$65.7K +125 +15%
FWM
2377
FFT Wealth Management
Pennsylvania
$476K +$495K +942 New
LP
2378
LGL Partners
Pennsylvania
$476K +$495K +942 New
WAG
2379
Winthrop Advisory Group
Massachusetts
$474K -$4.73K -9 -1%
SNBOSD
2380
Security National Bank of So Dak
Iowa
$473K -$28.9K -55 -6%
BMA
2381
Brooks Moore & Associates
Tennessee
$473K
BIA
2382
BHK Investment Advisors
Alabama
$473K +$5.26K +10 +1%
AIA
2383
Angeles Investment Advisors
California
$472K -$113K -215 -19%
SAF
2384
Smith Anglin Financial
Texas
$472K -$25.2K -48 -5%
FAT
2385
First American Trust
California
$471K -$69.4K -132 -12%
AA
2386
Aufman Associates
Pennsylvania
$471K +$526 +1 +0.1%
AF
2387
Aldebaran Financial
$470K -$155K -295 -24%
RCM
2388
Requisite Capital Management
Texas
$470K
FCIM
2389
Fairview Capital Investment Management
California
$469K +$15.8K +30 +3%
CM
2390
Columbus Macro
Pennsylvania
$468K -$3.68K -7 -0.7%
BIA
2391
Barry Investment Advisors
Massachusetts
$468K -$1.58K -3 -0.3%
IF
2392
Insight Folios
North Carolina
$466K +$1.58K +3 +0.3%
PWA
2393
PCG Wealth Advisors
Kansas
$466K +$243K +462 +100%
LODC
2394
Lanham O'Dell & Company
West Virginia
$465K
C1AG
2395
Client 1st Advisory Group
Florida
$465K +$54.7K +104 +13%
FSC
2396
Full Sail Capital
Oklahoma
$464K -$26.8K -51 -5%
LDB
2397
Lee, Danner & Bass
Tennessee
$464K
DCM
2398
Driehaus Capital Management
Illinois
$463K +$123K +234 +34%
WA
2399
WESPAC Advisors
California
$462K +$136K +258 +39%
MPW
2400
Monterey Private Wealth
California
$460K -$22.1K -42 -4%

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.