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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
HIA
876
Harbor Investment Advisory
Maryland
$4.27M
BWM
877
Bulltick Wealth Management
Florida
$4.26M
BIG
878
Brooklyn Investment Group
New York
$4.26M
BI
879
Ballast Inc
Kentucky
$4.25M
TAM
880
Trillium Asset Management
Massachusetts
$4.25M
LSV Asset Management
881
LSV Asset Management
Illinois
$4.21M
MAM
882
Morse Asset Management
Connecticut
$4.21M
A
883
AustralianSuper
Australia
$4.18M
PFA
884
Pure Financial Advisors
California
$4.13M
AIP
885
Ameritas Investment Partners
Nebraska
$4.12M
AIA
886
AIMZ Investment Advisors
California
$4.1M
RS
887
Robeco Schweiz
Switzerland
$4.1M
S
888
SimplyRich
California
$4.09M
BP
889
Ballentine Partners
Massachusetts
$4.08M
CCP
890
Clough Capital Partners
Massachusetts
$4.07M
JFGIW
891
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$4.07M
CPC
892
CFC Planning Company
Indiana
$4.06M
KCM
893
Kornitzer Capital Management
Kansas
$4.05M
SAM
894
Sectoral Asset Management
Quebec, Canada
$4.05M
EI
895
EFG International
$4.02M
WCM
896
Wedge Capital Management
North Carolina
$4.01M
LMIM
897
Lockheed Martin Investment Management
Maryland
$4M
KCPT
898
Kingstone Capital Partners Texas
Texas
$4M
WPC
899
Wedmont Private Capital
Pennsylvania
$3.99M
MWM
900
Mission Wealth Management
California
$3.99M