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UnitedHealth

2,997 hedge funds and large institutions have $203B invested in UnitedHealth in 2026 Q1 according to their latest regulatory filings, with 186 funds opening new positions, 1,179 increasing their positions, 1,379 reducing their positions, and 396 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

less ownership

Funds ownership:

less funds holding

Funds holding:

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

18% less capital invested

Capital invested by funds: $248B → $203B (-$45.5B)

36% less funds holding in top 10

Funds holding in top 10: 7850 (-28)

53% less first-time investments, than exits

New positions opened: 186 | Existing positions closed: 396

Holders
2,997
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
50
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$15.6B
Puts
$14.8B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FAB
751
First American Bank
Illinois
$6.08M
MGIA
752
Moneta Group Investment Advisors
Missouri
$6.05M
GBA
753
Garrison Bradford & Associates
New York
$6.01M
Envestnet Portfolio Solutions
754
Envestnet Portfolio Solutions
Illinois
$5.98M
FFA
755
Farther Finance Advisors
California
$5.96M
GCA
756
Greenwood Capital Associates
South Carolina
$5.96M
CG
757
Caprock Group
Idaho
$5.94M
WIM
758
WealthPlan Investment Management
Nebraska
$5.9M
AA
759
Ancora Advisors
Ohio
$5.89M
BCM
760
Bretton Capital Management
California
$5.87M
GI
761
GAMMA Investing
California
$5.87M
VLKIM
762
Van Lanschot Kempen Investment Management
Netherlands
$5.85M
PA
763
Pinnacle Associates
New York
$5.84M
VIA
764
Victrix Investment Advisors
Florida
$5.84M
CCA
765
Checchi Capital Advisers
California
$5.77M
EGM
766
Engineers Gate Manager
New York
$5.77M
MPIM
767
McGinn Penninger Investment Management
Virginia
$5.76M
IAIM
768
International Assets Investment Management
Florida
$5.75M
IAA
769
Independent Advisor Alliance
North Carolina
$5.75M
BPWM
770
Badgley Phelps Wealth Managers
Washington
$5.75M
SFG
771
Sather Financial Group
Texas
$5.71M
PIM
772
Penobscot Investment Management
Massachusetts
$5.67M
TFA
773
Toth Financial Advisory
Virginia
$5.66M
UAM
774
Unison Asset Management
Florida
$5.65M
BFS
775
Bradley Foster & Sargent
Connecticut
$5.57M