UNH - UnitedHealth Group Inc
This page shows which of the focused investors we track hold UNH and how their positions changed, so you can see how much conviction the group has in the stock.
In Q4 2019 it was held by 22 managers with an aggregate reported value of $6.51B, which is 0.69% of the combined portfolio.
As of Q4 2019, 22 tracked institutional managers held UNH (UnitedHealth Group Inc) with an aggregate reported value of $6.51B — 0.69% of the combined AlphaBaseline portfolio.
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- Source
- Curated SEC 13F filings
- Period
- Q4 2019
- Ticker
- UNH
13F data is delayed and excludes shorts/non-13F assets.
Holders
| 1 | Dodge & Cox - Dodge & Cox | 1.86% | Add +14.2% | 8,281,222 | $2.43B |
| 2 | Stephen Mandel - Lone Pine Capital | 6.61% | Reduce -6.3% | 4,243,054 | $1.25B |
| 3 | John Armitage - Egerton Capital | 5.91% | New | 2,806,805 | $825.15M |
| 4 | Jensen Investment Management - Jensen Investment Management | 4.34% | Reduce -18.8% | 1,489,838 | $437.98M |
| 5 | Viking Global Investors - Viking Global Investors | 1.32% | New | 958,037 | $281.64M |
| 6 | Mairs & Power Growth Fund - Mairs & Power Growth Fund | 2.66% | Add +2.1% | 797,882 | $234.56M |
| 7 | Bill Nygren - Oakmark Funds | 0.40% | Reduce -0.0% | 767,491 | $225.63M |
| 8 | Thomas Gayner - Markel Asset Management | 2.44% | - | 599,000 | $176.09M |
| 9 | Harry Burn - Sound Shore | 3.29% | Reduce -19.1% | 479,109 | $140.85M |
| 10 | Abrams Bison Investments - Abrams Bison Investments | 19.18% | Reduce -39.2% | 450,000 | $132.29M |
| 11 | Ruane Cunniff LP - Ruane Cunniff LP | 1.31% | New | 359,157 | $105.59M |
| 12 | David Tepper - Appaloosa Management | 2.22% | Add +20.0% | 300,000 | $88.19M |
| 13 | Christopher Davis - Davis Advisors | 0.31% | Reduce -5.9% | 221,196 | $65.03M |
| 14 | Glenn Greenberg - Brave Warrior Advisors | 2.47% | New | 159,089 | $46.77M |
| 15 | Leon Cooperman - Leon Cooperman | 2.22% | - | 141,500 | $41.6M |
| 16 | Torray Funds - Torray Funds | 1.85% | Reduce -0.3% | 36,628 | $10.77M |
| 17 | Robert Olstein - Olstein Capital Management | 1.00% | Reduce -37.1% | 22,000 | $6.47M |
| 18 | Muhlenkamp - Muhlenkamp | 1.33% | Add +0.5% | 10,369 | $3.05M |
| 19 | Lee Ainslie - Maverick Capital | 0.04% | New | 9,095 | $2.67M |
| 20 | First Pacific Advisors - First Pacific Advisors | 0.01% | Reduce -1.6% | 4,780 | $1.41M |
| 21 | Richard Pzena - Pzena Investment Management | 0.00% | Add +2.6% | 3,112 | $915K |
| 22 | Vulcan Value Partners - Vulcan Value Partners | 0.00% | New | 651 | $191K |
Loading holder history for UNH…