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Caption Management, LLC

Position in UNH — Unitedhealth Group Inc

CIK 1706766 OKLAHOMA CITY, OK

Position in UNH

as of Mar 31, 2026 · filed May 15, 2026
Position Value
$13,353,616
+$2,169,490 QoQ
Shares Held
49,350
+45.7% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.71%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Jun 2021
11 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, 2026
CallValue
$70,623,990
CallShares
261,000
PutValue
$113,052,502
PutShares
417,800

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, 2026

Caption Management, LLC holds $21,912,207 across 5 Healthcare Plans names. UNH ranks #1 (60.9% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 UNH
Unitedhealth Group Inc
This page
49,350 $13,353,616

All Filings in UNH

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19 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $70,623,990 261,000
2026-03-31 $13,353,616 49,350
2026-03-31 $113,052,502 417,800
2025-12-31 $11,184,126 33,880
2025-12-31 $33,011,000 100,000
2025-09-30 $17,265,000 50,000
2025-09-30 $25,897,500 75,000
2025-09-30 $932,310 2,700
2025-06-30 $20,870,793 66,900
2025-03-31 $47,661,250 91,000
2024-12-31 $5,058,600 10,000
2024-12-31 $34,145,550 67,500
2024-09-30 $5,846,800 10,000
2024-09-30 $1,695,572 2,900
2023-09-30 $10,083,800 20,000
2023-09-30 $10,083,800 20,000
2021-12-31 $15,064,200 30,000
2021-09-30 $11,722,200 30,000
2021-06-30 $12,013,200 30,000