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
SIC
976
Sigma Investment Counselors
Michigan
$3.26M -$290K -975 -7%
MCB
977
Morton Community Bank
Illinois
$3.25M +$194K +652 +6%
CGH
978
Crossmark Global Holdings
Texas
$3.23M -$151K -508 -4%
CF
979
Centaurus Financial
California
$3.21M -$96.2K -323 -3%
MCC
980
Money Concepts Capital
Florida
$3.2M -$9.23K -31 -0.3%
DWM
981
Dakota Wealth Management
Florida
$3.2M -$1.16M -3,897 -25%
WIC
982
Woodmont Investment Counsel
Tennessee
$3.2M +$805K +2,704 +30%
FPAS
983
Focus Partners Advisor Solutions
Missouri
$3.19M -$45.6K -153 -1%
LIM
984
Leavell Investment Management
Alabama
$3.19M -$424K -1,423 -11%
BFG
985
Berger Financial Group
Minnesota
$3.16M -$50.6K -170 -1%
CBTWT
986
Community Bank & Trust (Waco, Texas)
Texas
$3.15M -$230K -773 -6%
UOTTAIMCU
987
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$3.15M +$3.46M +11,627 New
HAS
988
HBW Advisory Services
California
$3.14M -$11K -37 -0.3%
MJP
989
Michael J. Puzo
$3.11M -$2.1M -7,035 -38%
WBC
990
West Branch Capital
Massachusetts
$3.1M +$68.2K +229 +2%
IWM
991
IHT Wealth Management
Illinois
$3.1M +$356K +1,196 +12%
BA
992
Bluesphere Advisors
Pennsylvania
$3.09M +$878K +2,948 +35%
MK
993
MASTERINVEST Kapitalanlage
$3.08M -$1.67M -5,595 -33%
MB
994
MidFirst Bank
Oklahoma
$3.07M +$1.47M +4,933 +77%
DEA
995
DoubleLine ETF Adviser
Florida
$3.07M +$3.38M +11,362 New
HCM
996
Hilton Capital Management
New York
$3.07M +$71.2K +239 +2%
FWP
997
FAS Wealth Partners
Kansas
$3.05M +$2.45M +8,239 +271%
AWA
998
Acumen Wealth Advisors
Tennessee
$3.05M -$1.41M -4,724 -30%
ZI
999
ZEGA Investments
Florida
$3.03M -$22K -74 -0.7%
PGCM
1000
Prescott Group Capital Management
Oklahoma
$3.03M