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 2020 it was held by 21 managers with an aggregate reported value of $7.8B, which is 0.73% of the combined portfolio.
As of Q4 2020, 21 tracked institutional managers held UNH (UnitedHealth Group Inc) with an aggregate reported value of $7.8B — 0.73% of the combined AlphaBaseline portfolio.
Get email alerts when a tracked manager trades UNH — sign in or create a free account.
- Source
- Curated SEC 13F filings
- Period
- Q4 2020
- Ticker
- UNH
13F data is delayed and excludes shorts/non-13F assets.
Holders
| 1 | Dodge & Cox - Dodge & Cox | 1.45% | Reduce -19.9% | 5,245,261 | $1.84B |
| 2 | Polen Capital Management - Polen Capital Management | 2.83% | Add +1.6% | 3,473,709 | $1.22B |
| 3 | Stephen Mandel - Lone Pine Capital | 4.05% | Reduce -19.4% | 3,180,020 | $1.12B |
| 4 | Viking Global Investors - Viking Global Investors | 2.69% | New | 2,793,665 | $979.68M |
| 5 | Ruane Cunniff LP - Ruane Cunniff LP | 6.87% | Reduce -0.5% | 1,837,617 | $644.42M |
| 6 | John Armitage - Egerton Capital | 3.57% | Reduce -28.9% | 1,798,110 | $630.56M |
| 7 | Jensen Investment Management - Jensen Investment Management | 4.13% | Add +0.4% | 1,421,649 | $498.54M |
| 8 | Mairs & Power Growth Fund - Mairs & Power Growth Fund | 3.02% | Add +2.1% | 775,924 | $272.1M |
| 9 | Daniel Loeb - Third Point | 0.87% | New | 320,000 | $112.22M |
| 10 | Bill Nygren - Oakmark Funds | 0.18% | Reduce -31.1% | 262,557 | $92.07M |
| 11 | Abrams Bison Investments - Abrams Bison Investments | 8.12% | Reduce -18.0% | 205,000 | $71.89M |
| 12 | David Tepper - Appaloosa Management | 1.05% | Add +183.7% | 200,000 | $70.14M |
| 13 | Christopher Davis - Davis Advisors | 0.33% | Add +0.2% | 197,400 | $69.22M |
| 14 | Harry Burn - Sound Shore | 1.89% | Reduce -23.3% | 180,874 | $63.43M |
| 15 | Glenn Greenberg - Brave Warrior Advisors | 2.10% | Add +2.0% | 163,114 | $57.2M |
| 16 | First Eagle - First Eagle Investment Management | 0.11% | Add +21.5% | 107,250 | $37.61M |
| 17 | Torray Funds - Torray Funds | 2.51% | Add +0.0% | 43,425 | $15.23M |
| 18 | Muhlenkamp - Muhlenkamp | 3.44% | Add +0.6% | 24,378 | $8.55M |
| 19 | Robert Olstein - Olstein Capital Management | 0.90% | Reduce -30.4% | 16,000 | $5.61M |
| 20 | First Pacific Advisors - First Pacific Advisors | 0.02% | Reduce -3.0% | 5,238 | $1.84M |
| 21 | Lee Ainslie - Maverick Capital | 0.02% | Reduce -0.8% | 3,347 | $1.17M |
Loading holder history for UNH…