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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$41.9B +$448M +851,994 +1%
BlackRock
2
BlackRock
New York
$36B -$191M -363,232 -0.5%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$25.4B +$300M +570,048 +1%
State Street
4
State Street
Massachusetts
$23.2B +$45.7M +87,004 +0.2%
Capital World Investors
5
Capital World Investors
California
$16.8B -$469M -892,645 -3%
T. Rowe Price Associates
6
T. Rowe Price Associates
Maryland
$16.6B -$2.2B -4,175,961 -11%
Wellington Management Group
7
Wellington Management Group
Massachusetts
$12.7B -$698M -1,326,641 -5%
JP Morgan Chase
8
JP Morgan Chase
New York
$11.3B +$1.1B +2,089,896 +10%
Capital Research Global Investors
9
Capital Research Global Investors
California
$9.44B -$277M -526,956 -3%
Capital International Investors
10
Capital International Investors
California
$9.03B -$134M -254,632 -1%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$8.38B +$144M +273,727 +2%
Morgan Stanley
12
Morgan Stanley
New York
$6.94B +$128M +244,061 +2%
Janus Henderson Group
13
Janus Henderson Group
United Kingdom
$5.74B +$2.95B +5,609,820 +97%
Bank of America
14
Bank of America
North Carolina
$5.25B -$371M -705,844 -6%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$5.23B -$221M -419,341 -4%
Northern Trust
16
Northern Trust
Illinois
$5.21B -$51.9M -98,775 -0.9%
AllianceBernstein
17
AllianceBernstein
Tennessee
$5.09B -$165M -312,973 -3%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$4.69B -$24.1M -45,813 -0.5%
Norges Bank
19
Norges Bank
Norway
$4.67B +$131M +248,887 +3%
Wells Fargo
20
Wells Fargo
California
$3.93B -$30.6M -58,280 -0.7%
ClearBridge Investments
21
ClearBridge Investments
New York
$3.9B -$238M -452,709 -6%
N
22
Nuveen
North Carolina
$3.67B +$193M +367,153 +5%
Sanders Capital
23
Sanders Capital
Florida
$3.49B +$5.47M +10,411 +0.2%
Legal & General Group
24
Legal & General Group
United Kingdom
$3.43B -$93.1M -176,963 -3%
Invesco
25
Invesco
Georgia
$2.89B -$267M -507,333 -8%

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.