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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 189 funds opening new positions, 1,188 increasing their positions, 1,390 reducing their positions, and 398 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: 3,2933,018 (-275)

15% less repeat investments, than reductions

Existing positions increased: 1,188 | 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: 189 | Existing positions closed: 398

Holders
3,018
Holders Change
-275
Holders Change %
-8.35%
% of All Funds
37.18%
Holding in Top 10
50
Holding in Top 10 Change
-28
Holding in Top 10 Change %
-35.9%
% of All Funds
0.62%
New
189
Increased
1,188
Reduced
1,390
Closed
398
Calls
$15.6B
Puts
$14.8B
Net Calls
+$770M
Net Calls Change
-$2.56B
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$19.9B -$380M -1,276,021 -2%
VCM
2
Vanguard Capital Management
Pennsylvania
$15.9B +$17.5B +58,870,777 New
State Street
3
State Street
Massachusetts
$12.3B +$29.8M +100,016 +0.2%
Capital World Investors
4
Capital World Investors
California
$7.52B +$1.55B +5,192,373 +23%
VPM
5
Vanguard Portfolio Management
Pennsylvania
$6.5B +$7.16B +24,036,504 New
Geode Capital Management
6
Geode Capital Management
Massachusetts
$6.14B +$291M +977,105 +4%
T. Rowe Price Associates
7
T. Rowe Price Associates
Maryland
$5.65B +$609M +2,044,892 +11%
Charles Schwab
8
Charles Schwab
California
$5.63B +$3.69B +12,377,403 +147%
JP Morgan Chase
9
JP Morgan Chase
New York
$5B +$567M +1,903,448 +11%
Capital Research Global Investors
10
Capital Research Global Investors
California
$4.63B +$3.23B +10,850,420 +173%
Morgan Stanley
11
Morgan Stanley
New York
$4.05B -$246M -826,526 -5%
Fidelity Investments
12
Fidelity Investments
Massachusetts
$3.25B -$203M -679,996 -5%
Bank of America
13
Bank of America
North Carolina
$3.17B +$625M +2,097,859 +22%
Wellington Management Group
14
Wellington Management Group
Massachusetts
$2.73B -$1.67B -5,597,135 -36%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$2.73B +$277M +931,037 +10%
Dodge & Cox
16
Dodge & Cox
California
$2.56B +$87.6M +293,987 +3%
Capital International Investors
17
Capital International Investors
California
$2.43B -$2.87B -9,653,799 -52%
Northern Trust
18
Northern Trust
Illinois
$2.38B -$20M -67,003 -0.8%
AllianceBernstein
19
AllianceBernstein
Tennessee
$2.13B -$81M -272,051 -4%
Goldman Sachs
20
Goldman Sachs
New York
$2.12B +$491M +1,647,946 +27%
UBS AM
21
UBS AM
Illinois
$2.01B +$57.2M +192,042 +3%
Amundi
22
Amundi
France
$1.73B -$292M -979,859 -13%
Invesco
23
Invesco
Georgia
$1.71B +$300M +1,006,674 +19%
Legal & General Group
24
Legal & General Group
United Kingdom
$1.66B +$17.8M +59,847 +1%
Sanders Capital
25
Sanders Capital
Florida
$1.61B -$9.67M -32,457 -0.5%