Prices via Intrinio. Supplier and customer ties are extracted from SEC filings and carry the sentence they came from. Not investment advice.
Prices via Intrinio. Supplier and customer ties are extracted from SEC filings and carry the sentence they came from. Not investment advice.
Prev close 375.97 · gapped above the open, then crossed back over prior close. High/low 383.74 at 9:00 am ET, 375.73 at 4:15 pm ET.
7 readings, 4 filed under bull and 3 under bear. Every figure is ours; the model chose the side.
the bull case· 4
3,388
managers reporting a position in thirteen F filings
13fJun 30 '26+4.20%
change in shares held by the ten largest reporting managers
13fJun 30 '266.57%
of State Street Health Care Select Sector SPDR ETF's assets
n-portJun 30 '263
customers naming UNH as a supplier in their own filings
sec filingsfrom their filingsthe bear case· 3
11 of 23
of the largest reporting managers cut their stake in the latest quarter
13fJun 30 '2637.00%
of SelectQuote, Inc.'s revenue is UNH by their own filing
10-Kfrom their filing2 of 8
recent reports where the move came in under the options implied range
earnings historyimplied vs realizedThe model filed each reading under bull or bear and wrote its caption; a caption carrying a digit is replaced by our own phrase, so every figure on this zone is ours. Built Sep 16 '26 against the Nov 3 '26 report; rebuilt when that date rolls. Not a forecast, not advice.
UnitedHealth Group Incorporated operates as a diversified health care company in the United States. It operates through four segments: UnitedHealthcare, Optum Health, Optum Insight, and Optum Rx. The UnitedHealthcare segment offers consumer-oriented health benefit plans and services for national employers, public sector employers, mid-sized employers, small businesses, and individuals; health care coverage and well-being services to individuals age 50 and older addressing their needs for preventive and acute health care services, as well as services dealing with chronic disease and other specialized issues for older individuals; Medicaid plans, children's health insurance and health care programs; health and dental benefits; and hospital and clinical services. The OptumHealth segment provides access to networks of care provider specialists, health management services, care delivery, consumer engagement, and financial services. This segment serves individuals directly through care delivery systems, employers, payers, and government entities. The OptumInsight segment offers software and information products, advisory consulting arrangements, and managed services outsourcing contracts to hospital systems, physicians, health plans, governments, life sciences companies, and other organizations. The OptumRx segment provides pharmacy care services and programs, including retail network contracting, home delivery, specialty and compounding pharmacy, and purchasing and clinical capabilities, as well as develops programs in the areas of step therapy, formulary management, drug adherence, and disease/drug therapy management. UnitedHealth Group Incorporated was incorporated in 1977 and is based in Minnetonka, Minnesota.
Unitedhealth Group Inc
Price, suppliers and customers from SEC filings, institutional ownership and the next report.
NYSE · Hospital & Medical Service Plans
tall tick = annual report · 1 on record
3,388 managers report a position worth $353.4B between them, and 73 of them hold 80% of it.
Of the 6 companies Unitedhealth Group Inc moves with most closely, 5 also share its SEC classification.
Measured against 500 trading days of our own closes. Co-movement, not cause.
SIC 6324, Hospital & Medical Service Plans, from each company's own filings. Largest first.
A rule beside a ticker marks a company that appears in both readings.
Which of these the filings never mention ›UNH (Unitedhealth Group Inc) has 7 disclosed suppliers and 3 disclosed customers, strongest disclosure first.
Suppliers:
Customers:
Select a tie for the filing sentence that discloses it; select again to open the company. Lines are disclosed suppliers and customers, coloured by industry; the closer to the centre, the more the filings disclose. A dot is green or red by today’s move. Extended: satellites hang off single companies, not bundled sectors.
Largest move on the map today: CLOV −8.77%, in financials.