We are live on ! Find out more
UNH icon

UnitedHealth

3,018 hedge funds and large institutions have $203B invested in UnitedHealth in 2026 Q1 according to their latest regulatory filings, with 188 funds opening new positions, 1,189 increasing their positions, 1,390 reducing their positions, and 399 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more call options, than puts

Call options by funds: $15.6B | Put options by funds: $14.8B

0.6% less ownership

Funds ownership: 83%82.4% (-0.6%)

8% less funds holding

Funds holding: 3,2953,018 (-277)

14% less repeat investments, than reductions

Existing positions increased: 1,189 | Existing positions reduced: 1,390

18% less capital invested

Capital invested by funds: $248B → $203B (-$45.4B)

36% less funds holding in top 10

Funds holding in top 10: 7850 (-28)

53% less first-time investments, than exits

New positions opened: 188 | Existing positions closed: 399

Holders
3,018
Holders Change
-277
Holders Change %
-8.41%
% of All Funds
37.15%
Holding in Top 10
50
Holding in Top 10 Change
-28
Holding in Top 10 Change %
-35.9%
% of All Funds
0.62%
New
188
Increased
1,189
Reduced
1,390
Closed
399
Calls
$15.6B
Puts
$14.8B
Net Calls
+$770M
Net Calls Change
-$2.56B
Name Holding Trade Value Shares
Change
Change in
Stake
MYIA
851
Mount Yale Investment Advisors
Colorado
$4.53M +$1.97M +6,621 +65%
DIM
852
DC Investments Management
Virginia
$4.52M
AA
853
Altrafin AG
$4.52M -$4.79M -16,076 -49%
FCBT
854
First Citizens Bank & Trust
North Carolina
$4.51M -$5.26M -17,668 -51%
LAM
855
Lynch Asset Management
Pennsylvania
$4.51M +$506K +1,700 +11%
NC
856
Nicholas Company
Wisconsin
$4.48M
EW
857
Evoke Wealth
California
$4.46M -$806K -2,706 -14%
AIM
858
Adapt Investment Managers
Switzerland
$4.46M +$4.9M +16,470 New
CI
859
Ceera Investments
Texas
$4.45M -$470K -1,578 -9%
TCM
860
Twin Capital Management
Pennsylvania
$4.43M +$1M +3,372 +26%
HAM
861
Harber Asset Management
North Carolina
$4.43M -$3.56M -11,938 -42%
HAG
862
HighPoint Advisor Group
Illinois
$4.4M -$8.4M -28,201 -63%
GT
863
Greenleaf Trust
Michigan
$4.39M -$460K -1,543 -9%
ACM
864
Alta Capital Management
Utah
$4.39M -$677K -2,273 -12%
CWM
865
Chronos Wealth Management
Florida
$4.39M +$33.1K +111 +0.7%
BAM
866
Bell Asset Management
Australia
$4.38M -$104K -350 -2%
BFC
867
Blue Fin Capital
Rhode Island
$4.38M +$14K +47 +0.3%
VFA
868
Valeo Financial Advisors
Indiana
$4.37M -$1.71M -5,758 -26%
MAS
869
Meeder Advisory Services
Ohio
$4.36M -$34.8K -117 -0.7%
BG
870
BDF Gestion
France
$4.35M
PJSIMP
871
P.J. Schmidt Investment Management (PJS)
Wisconsin
$4.34M -$597K -2,005 -11%
GIC
872
Generali Investments CEE
Czech Republic
$4.33M
TL
873
Tradewinds LLC
North Carolina
$4.33M -$35.7K -120 -1%
FMTC
874
Farmers & Merchants Trust Company
California
$4.32M +$25K +84 +0.5%
FTWA
875
Fifth Third Wealth Advisors
Ohio
$4.32M +$67.9K +228 +1%