Long Focus Capital Management, LLC
Position in UNH — Unitedhealth Group Inc
CIK 1602716
SAN JUAN, PR
Position in UNH
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$50,870,920
+$10,681,679 QoQ
Shares Held
188,000
+54.4% QoQ
Ownership
0.021%
of shares outstanding
% of Portfolio
2.29%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in UNH Over Time
Shares Held
Position Value (USD)
Derivatives in UNH
reported options exposure · as of Mar 31, 2026CallValue
$16,235,400
CallShares
60,000
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Healthcare Plans
Healthcare · as of Mar 31, 2026Long Focus Capital Management, LLC holds $318,700,895 across 6 Healthcare Plans names. UNH ranks #4 (16.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MOH |
Molina Healthcare, Inc.
|
615,000 | $81,979,500 | |
| 2 | CVS |
CVS HEALTH Corp
|
894,000 | $64,207,080 | |
| 3 | CNC |
Centene Corp
|
1,928,000 | $63,122,720 | |
| 4 | UNH |
Unitedhealth Group Inc
This page
|
188,000 | $50,870,920 | |
| 5 | HUM |
Humana Inc
|
285,000 | $49,416,150 | |
| 6 | ELV |
Elevance Health, Inc.
|
31,100 | $9,104,525 |
All Filings in UNH
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $16,235,400 | 60,000 | Call | Sole | 2026-05-15 | |
| 2026-03-31 | $50,870,920 | 188,000 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $40,189,241 | 121,745 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $48,065,760 | 139,200 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $16,222,440 | 52,000 | Shares | Sole | 2025-08-14 | |
| No filing history on record for this holder in this stock. | ||||||