UnitedHealth
UNH
2,994 hedge funds and large institutions have $414B invested in UnitedHealth in 2022 Q3 according to their latest regulatory filings, with 148 funds opening new positions, 1,240 increasing their positions, 1,216 reducing their positions, and 77 closing their positions.
92% more first-time investments, than exits
New positions opened: 148 | Existing positions closed: 77
5% more funds holding in top 10
Funds holding in top 10: 579 → 608 (+29)
1% more funds holding
Funds holding: 2,960 → 2,994 (+34)
2% more repeat investments, than reductions
Existing positions increased: 1,240 | Existing positions reduced: 1,216
2% more call options, than puts
Call options by funds: $3.86B | Put options by funds: $3.8B
0.05% less ownership
Funds ownership: 87.54% → 87.49% (-0.05%)
2% less capital invested
Capital invested by funds: $422B → $414B (-$8.51B)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$1.1B |
| 2 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$591M |
| 3 |
Jennison Associates
New York
|
+$551M |
| 4 |
VOYA Investment Management
Atlanta,
Georgia
|
+$545M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$448M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$2.2B |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
-$698M |
| 3 |
Allianz Asset Management
Munich,
Germany
|
-$646M |
| 4 |
Capital World Investors
Los Angeles,
California
|
-$469M |
| 5 |
Marshall Wace
London,
United Kingdom
|
-$461M |
UNH Hedge Fund Activity: Q3 2022 in Review
2,994 of the 5,829 institutional investors tracked by Wall St. Rank reported a position in UnitedHealth (UNH) for Q3 2022, worth a combined $414B — down 2% from $422B a quarter earlier.
Buyers outnumbered sellers: 148 funds opened new UNH positions and 77 closed out — a net gain of 71 holders — while 1,240 added to existing stakes and 1,216 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $1.1B. 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 2,960 in Q2 2022.
- Funds reported $414B of UnitedHealth stock for Q3 2022, down 2% quarter-over-quarter.
- 148 funds opened new UnitedHealth positions in Q3 2022 and 77 closed out, a net change of +71 holders.
- The largest UnitedHealth buyer in Q3 2022 was JP Morgan Chase, an estimated $1.1B 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.