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 2021 it was held by 22 managers with an aggregate reported value of $8.49B, which is 0.68% of the combined portfolio.
As of Q2 2021, 22 tracked institutional managers held UNH (UnitedHealth Group Inc) with an aggregate reported value of $8.49B — 0.68% of the combined AlphaBaseline portfolio.
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- Source
- Curated SEC 13F filings
- Period
- Q2 2021
- Ticker
- UNH
13F data is delayed and excludes shorts/non-13F assets.
Holders
| 1 | Dodge & Cox - Dodge & Cox | 1.19% | Reduce -5.4% | 4,534,630 | $1.82B |
| 2 | Polen Capital Management - Polen Capital Management | 2.87% | Add +4.7% | 3,736,081 | $1.5B |
| 3 | Stephen Mandel - Lone Pine Capital | 3.80% | Reduce -4.5% | 3,005,990 | $1.2B |
| 4 | John Armitage - Egerton Capital | 4.19% | Add +12.6% | 2,104,602 | $842.77M |
| 5 | Ruane Cunniff LP - Ruane Cunniff LP | 6.85% | Add +2.6% | 1,929,038 | $772.46M |
| 6 | Viking Global Investors - Viking Global Investors | 2.18% | Reduce -41.6% | 1,798,650 | $720.25M |
| 7 | Jensen Investment Management - Jensen Investment Management | 4.11% | Reduce -6.0% | 1,356,696 | $543.28M |
| 8 | Mairs & Power Growth Fund - Mairs & Power Growth Fund | 3.65% | Add +0.7% | 923,506 | $369.81M |
| 9 | Daniel Loeb - Third Point | 1.41% | - | 600,000 | $240.26M |
| 10 | Glenn Greenberg - Brave Warrior Advisors | 3.33% | Reduce -1.8% | 242,019 | $96.91M |
| 11 | Abrams Bison Investments - Abrams Bison Investments | 7.12% | - | 205,000 | $82.09M |
| 12 | Christopher Davis - Davis Advisors | 0.32% | Reduce -0.6% | 195,000 | $78.09M |
| 13 | David Tepper - Appaloosa Management | 1.55% | Reduce -32.6% | 187,000 | $74.88M |
| 14 | Harry Burn - Sound Shore | 1.87% | Reduce -0.8% | 168,049 | $67.29M |
| 15 | First Eagle - First Eagle Investment Management | 0.11% | - | 106,430 | $42.62M |
| 16 | Torray Funds - Torray Funds | 2.38% | Reduce -6.8% | 40,476 | $16.21M |
| 17 | Muhlenkamp - Muhlenkamp | 3.59% | Add +0.2% | 24,453 | $9.79M |
| 18 | Bill Nygren - Oakmark Funds | 0.02% | Reduce -82.8% | 24,168 | $9.68M |
| 19 | Robert Olstein - Olstein Capital Management | 0.93% | Reduce -15.9% | 18,500 | $7.41M |
| 20 | Lee Ainslie - Maverick Capital | 0.03% | Add +351.5% | 7,247 | $2.9M |
| 21 | First Pacific Advisors - First Pacific Advisors | 0.02% | Reduce -6.3% | 4,535 | $1.82M |
| 22 | Richard Pzena - Pzena Investment Management | 0.00% | Reduce -2.3% | 1,500 | $601K |
Loading holder history for UNH…