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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
CAM
951
Cidel Asset Management
Ontario, Canada
$3.45M +$1.06M +3,565 +39%
OCAM
952
Onex Canada Asset Management
Ontario, Canada
$3.45M -$2.46M -8,273 -39%
HCA
953
Harbour Capital Advisors
Virginia
$3.42M -$11.9K -40 -0.4%
BHA
954
Beech Hill Advisors
New York
$3.41M +$652K +2,188 +21%
TM
955
Taproot Management
New York
$3.41M -$1.98M -6,661 -35%
JA
956
JLB & Associates
Michigan
$3.4M -$6.05M -20,325 -62%
PCM
957
Palouse Capital Management
Washington
$3.4M -$54.2K -182 -1%
LA
958
LexAurum Advisors
Kansas
$3.4M +$3.74M +12,554 New
LPT
959
Legacy Private Trust
Wisconsin
$3.39M -$338K -1,134 -8%
WANY
960
Wealthspire Advisors (New York)
New York
$3.39M -$1.46M -4,887 -28%
GW
961
Griffith & Werner
Georgia
$3.38M +$871K +2,925 +31%
M
962
MATAURO
New York
$3.37M +$293K +984 +9%
LFP
963
Leeward Financial Partners
Washington
$3.36M +$84.3K +283 +2%
JRP
964
Jasper Ridge Partners
California
$3.35M
IC
965
Immersion Capital
United Kingdom
$3.34M
SW
966
Simplicity Wealth
New Jersey
$3.34M +$503K +1,688 +16%
DJSG
967
D.J. St. Germain
Massachusetts
$3.33M -$1.11M -3,732 -23%
KF
968
KKM Financial
Illinois
$3.32M
CIAS
969
Capital Investment Advisory Services
North Carolina
$3.32M +$794K +2,667 +28%
Kayne Anderson Rudnick Investment Management
970
Kayne Anderson Rudnick Investment Management
California
$3.3M -$544K -1,826 -13%
HSA
971
HBK Sorce Advisory
Pennsylvania
$3.29M -$289K -972 -10%
ACM
972
Aljian Capital Management
Nevada
$3.29M -$369K -1,239 -9%
VPI
973
Value Partners Investments
Manitoba, Canada
$3.28M -$2.48M -8,335 -41%
RWM
974
Rench Wealth Management
Texas
$3.28M -$237K -795 -6%
NGA
975
Naples Global Advisors
Florida
$3.27M -$125K -421 -3%