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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
FCBT
851
First Citizens Bank & Trust
North Carolina
$4.51M
LAM
852
Lynch Asset Management
Pennsylvania
$4.51M
NC
853
Nicholas Company
Wisconsin
$4.48M
EW
854
Evoke Wealth
California
$4.46M
AIM
855
Adapt Investment Managers
Switzerland
$4.46M
CI
856
Ceera Investments
Texas
$4.45M
TCM
857
Twin Capital Management
Pennsylvania
$4.43M
HAM
858
Harber Asset Management
North Carolina
$4.43M
HAG
859
HighPoint Advisor Group
Illinois
$4.4M
GT
860
Greenleaf Trust
Michigan
$4.39M
ACM
861
Alta Capital Management
Utah
$4.39M
CWM
862
Chronos Wealth Management
Florida
$4.39M
BAM
863
Bell Asset Management
Australia
$4.38M
BFC
864
Blue Fin Capital
Rhode Island
$4.38M
VFA
865
Valeo Financial Advisors
Indiana
$4.37M
MAS
866
Meeder Advisory Services
Ohio
$4.36M
BG
867
BDF Gestion
France
$4.35M
PJSIMP
868
P.J. Schmidt Investment Management (PJS)
Wisconsin
$4.34M
GIC
869
Generali Investments CEE
Czech Republic
$4.33M
TL
870
Tradewinds LLC
North Carolina
$4.33M
FMTC
871
Farmers & Merchants Trust Company
California
$4.32M
FTWA
872
Fifth Third Wealth Advisors
Ohio
$4.32M
NAM
873
NorthCrest Asset Manangement
Minnesota
$4.31M
BCM
874
Buckhead Capital Management
Georgia
$4.29M
SSWM
875
Smith Salley Wealth Management
North Carolina
$4.29M