Position in UNH
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$5,088,558
+$2,057,409 QoQ
Shares Held
12,243
+9.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.18%
of 13F equity value
Holder Rank
#966
of 3,349 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in UNH Over Time
Shares Held
Position Value (USD)
Derivatives in UNH
reported options exposure · as of Jun 30, 2026CallValue
$249,378
CallShares
600
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 Jun 30, 2026ZEGA Investments, LLC holds $5,307,999 across 2 Healthcare Plans names. UNH ranks #1 (95.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
This page
|
12,243 | $5,088,558 | |
| 2 | CI |
Cigna Group
|
796 | $219,441 |
All Filings in UNH
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $249,378 | 600 | Call | Sole | 2026-07-31 | |
| 2026-06-30 | $5,088,558 | 12,243 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $81,177 | 300 | Call | Sole | 2026-05-11 | |
| 2026-03-31 | $3,031,149 | 11,202 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $3,722,320 | 11,276 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $3,676,409 | 10,647 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $3,323,728 | 10,654 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $5,274,162 | 10,070 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $5,089,457 | 10,061 | Shares | Sole | 2025-02-11 | |
| No filing history on record for this holder in this stock. | ||||||