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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
UIA
2401
UBP Investment Advisors
Switzerland
$460K
MSS
2402
Mitchell Sinkler & Starr
Pennsylvania
$458K +$51K +97 +12%
AG
2403
AlphaSimPlex Group
Massachusetts
$457K +$68.9K +131 +17%
EFI
2404
EHP Funds Inc
Canada
$455K -$105K -200 -18%
AAMC
2405
Asset Allocation & Management Company
Illinois
$455K +$526 +1 +0.1%
OPOWM
2406
One Plus One Wealth Management
Florida
$454K -$14.7K -28 -3%
SCG
2407
Sonata Capital Group
Washington
$454K
FH
2408
FWG Holdings
Florida
$453K -$20K -38 -4%
M
2409
Mirova
France
$453K -$7.36K -14 -2%
LWP
2410
Lumature Wealth Partners
Georgia
$447K -$32.1K -61 -6%
PWM
2411
PRW Wealth Management
Massachusetts
$447K
OCM
2412
Objective Capital Management
Ohio
$447K +$6.84K +13 +1%
SGI
2413
Summit Global Investments
Utah
$446K +$1.58K +3 +0.3%
BAM
2414
Blueshift Asset Management
New Jersey
$445K +$463K +881 New
VC
2415
Veery Capital
Delaware
$444K +$526 +1 +0.1%
DCM
2416
Deuterium Capital Management
Florida
$443K -$457K -870 -50%
GC
2417
Garde Capital
Washington
$443K
CFA
2418
CWS Financial Advisors
Michigan
$439K
LWM
2419
Lyell Wealth Management
California
$439K +$11.6K +22 +3%
PPW
2420
Pasadena Private Wealth
California
$438K
RWG
2421
Regal Wealth Group
California
$438K +$1.05K +2 +0.2%
SAM
2422
Synergy Asset Management
Washington
$437K -$7.22M -13,735 -94%
Cohen & Steers
2423
Cohen & Steers
New York
$437K
FPFS
2424
First Personal Financial Services
North Carolina
$437K +$84.7K +161 +23%
HLOC
2425
H.L. Ormond & Company
North Carolina
$437K +$201K +383 +79%

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.