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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 Q2 2020 it was held by 18 managers with an aggregate reported value of $5.37B, which is 0.63% of the combined portfolio.

As of Q2 2020, 18 tracked institutional managers held UNH (UnitedHealth Group Inc) with an aggregate reported value of $5.37B0.63% of the combined AlphaBaseline portfolio.

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Source
Curated SEC 13F filings
Period
Q2 2020
Ticker
UNH

13F data is delayed and excludes shorts/non-13F assets.

Holders

1Dodge & Cox - Dodge & Cox1.81%Reduce -20.9%6,675,828$1.97B
2Stephen Mandel - Lone Pine Capital4.51%Reduce -34.5%3,024,039$891.94M
3John Armitage - Egerton Capital6.22%Add +56.9%2,836,863$836.73M
4Jensen Investment Management - Jensen Investment Management4.50%Add +5.1%1,593,018$469.86M
5Ruane Cunniff LP - Ruane Cunniff LP5.67%Add +1.3%1,433,955$422.95M
6Mairs & Power Growth Fund - Mairs & Power Growth Fund2.95%Reduce -2.9%766,538$226.09M
7Bill Nygren - Oakmark Funds0.47%Reduce -10.8%653,997$192.9M
8Harry Burn - Sound Shore2.80%Reduce -13.3%308,530$91M
9Abrams Bison Investments - Abrams Bison Investments13.77%Reduce -10.4%300,000$88.49M
10Christopher Davis - Davis Advisors 0.34%Reduce -6.7%201,279$59.37M
11Glenn Greenberg - Brave Warrior Advisors2.43%Reduce -37.1%165,491$48.81M
12David Tepper - Appaloosa Management0.69%Reduce -46.0%135,000$39.82M
13Torray Funds - Torray Funds2.49%Reduce -0.1%44,763$13.2M
14Muhlenkamp - Muhlenkamp3.79%New24,047$7.09M
15Robert Olstein - Olstein Capital Management1.27%Reduce -17.9%23,000$6.78M
16First Pacific Advisors - First Pacific Advisors0.02%Reduce -8.5%5,400$1.59M
17Lee Ainslie - Maverick Capital0.01%Reduce -88.2%1,547$456K
18Francois Rochon - Giverny Capital0.03%New1,014$299K
Loading holder history for UNH