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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
AWC
2451
Abundance Wealth Counselors
Pennsylvania
$422K +$3.15K +6 +0.7%
KFC
2452
Klingenstein Fields & Co
New York
$421K -$72K -137 -14%
KCPG
2453
Kavar Capital Partners Group
Kansas
$421K
WC
2454
Woodstock Corp
Massachusetts
$421K
SAM
2455
SignalPoint Asset Management
Missouri
$419K +$11K +21 +3%
PO
2456
Private Ocean
California
$418K
CWP
2457
Curated Wealth Partners
California
$417K -$21.6K -41 -5%
BZWA
2458
Blue Zone Wealth Advisors
California
$417K -$5.78K -11 -1%
FFC
2459
First Financial Corp
Indiana
$417K
MPW
2460
MGO Private Wealth
California
$416K +$433K +823 New
EPP
2461
ETF Portfolio Partners
Kansas
$415K +$6.84K +13 +2%
JEST
2462
JTC Employer Solutions Trustee
Jersey
$415K +$406K +772 New
MSR
2463
Main Street Research
Connecticut
$414K +$73.6K +140 +21%
DU
2464
Delphia (USA)
Ontario, Canada
$413K -$476K -905 -53%
VNIM
2465
Vaughan Nelson Investment Management
Texas
$412K -$408K -775 -49%
CCM
2466
Chickasaw Capital Management
Tennessee
$412K
SDAM
2467
Shulman DeMeo Asset Management
New York
$412K +$526 +1 +0.1%
MWA
2468
Motive Wealth Advisors
Michigan
$412K +$204K +388 +91%
TFA
2469
Teamwork Financial Advisors
Texas
$411K +$428K +814 New
SWA
2470
SOA Wealth Advisors
New York
$409K -$8.94K -17 -2%
LHEI
2471
Leo H. Evart Inc
California
$409K +$1.05K +2 +0.2%
EBSAM
2472
Eubel Brady & Suttman Asset Management
Ohio
$407K -$34.7K -66 -8%
JWM
2473
Janiczek Wealth Management
Colorado
$407K +$23.1K +44 +6%
CJFS
2474
Coulter & Justus Financial Services
Tennessee
$405K
AWM
2475
Avaii Wealth Management
Wisconsin
$405K +$21.6K +41 +5%

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.