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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
NP
2426
Ninepoint Partners
Ontario, Canada
$436K -$158K -301 -26%
SAM
2427
Satovsky Asset Management
New York
$436K +$1.58K +3 +0.3%
WDA
2428
Wendell David Associates
New Hampshire
$436K +$25.2K +48 +6%
CWA
2429
Clarus Wealth Advisors
Arizona
$435K -$20.5K -39 -4%
FVWA
2430
Foster Victor Wealth Advisors
South Carolina
$435K -$4.21K -8 -0.9%
WDG
2431
Wealth Dimensions Group
Ohio
$435K -$526 -1 -0.1%
BC
2432
Barrett & Company
Rhode Island
$432K +$429K +815 New
NIM
2433
NuWave Investment Management
New Jersey
$432K +$450K +856 New
TA
2434
Trellis Advisors
Washington
$431K +$20K +38 +5%
JHCP
2435
Jackson Hole Capital Partners
Oklahoma
$431K +$141K +268 +46%
EGM
2436
Engineers Gate Manager
New York
$430K +$448K +852 New
WEPOG
2437
Wealth Enhancement & Preservation of GA
Georgia
$429K -$703K -1,337 -61%
GCP
2438
GSA Capital Partners
United Kingdom
$429K +$447K +850 New
MCM
2439
Mendel Capital Management
Arkansas
$428K +$2.1K +4 +0.5%
FCT
2440
First Community Trust
Iowa
$427K -$13.1K -25 -3%
VC
2441
Vicus Capital
Pennsylvania
$427K -$4.73K -9 -1%
RG
2442
Rathbones Group
United Kingdom
$426K +$47.3K +90 +12%
BFG
2443
Bouchey Financial Group
New York
$425K
SBWIC
2444
Schaper Benz & Wise Investment Counsel
Wisconsin
$425K
SWM
2445
Salvus Wealth Management
New Jersey
$425K +$11K +21 +3%
FFC
2446
Fure Financial Corporation
Minnesota
$424K
CGFA
2447
Colton Groome Financial Advisors
North Carolina
$423K +$7.89K +15 +2%
CCB
2448
Cutter & Co Brokerage
Missouri
$423K +$85.2K +162 +24%
BWM
2449
Birchcreek Wealth Management
Ohio
$422K -$50K -95 -10%
EA
2450
Ellsworth Advisors
Ohio
$422K

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.