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 2022 it was held by 22 managers with an aggregate reported value of $7.45B, which is 0.75% of the combined portfolio.
As of Q4 2022, 22 tracked institutional managers held UNH (UnitedHealth Group, Inc.) with an aggregate reported value of $7.45B — 0.75% of the combined AlphaBaseline portfolio.
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- Source
- Curated SEC 13F filings
- Period
- Q4 2022
- Ticker
- UNH
13F data is delayed and excludes shorts/non-13F assets.
Holders
| 1 | Dodge & Cox - Dodge & Cox | 1.28% | Reduce -7.2% | 3,528,710 | $1.87B |
| 2 | Polen Capital Management - Polen Capital Management | 4.22% | Reduce -4.3% | 2,725,675 | $1.45B |
| 3 | Jensen Investment Management - Jensen Investment Management | 5.78% | Add +15.4% | 1,393,098 | $738.59M |
| 4 | Viking Global Investors - Viking Global Investors | 3.36% | Add +263.7% | 1,267,703 | $672.11M |
| 5 | Ruane Cunniff LP - Ruane Cunniff LP | 9.36% | Reduce -14.4% | 1,129,622 | $598.9M |
| 6 | John Armitage - Egerton Capital | 4.85% | Reduce -7.4% | 1,064,026 | $564.13M |
| 7 | Stephen Mandel - Lone Pine Capital | 5.38% | Add +13.2% | 1,063,600 | $563.9M |
| 8 | Mairs & Power Growth Fund - Mairs & Power Growth Fund | 4.97% | Reduce -2.0% | 778,847 | $412.93M |
| 9 | Daniel Loeb - Third Point | 5.95% | - | 670,000 | $355.22M |
| 10 | David Tepper - Appaloosa Management | 5.90% | - | 150,000 | $79.53M |
| 11 | Christopher Davis - Davis Advisors | 0.42% | Reduce -5.1% | 116,177 | $61.59M |
| 12 | David Rolfe - Wedgewood Partners | 5.90% | Reduce -0.4% | 60,622 | $32.14M |
| 13 | First Eagle - First Eagle Investment Management | 0.06% | Reduce -35.5% | 43,088 | $22.84M |
| 14 | Torray Funds - Torray Funds | 2.55% | - | 26,675 | $14.14M |
| 15 | Muhlenkamp - Muhlenkamp | 5.56% | Add +0.1% | 24,755 | $13.12M |
| 16 | Robert Olstein - Olstein Capital Management | 0.64% | Reduce -87.7% | 7,750 | $4.11M |
| 17 | Bill Nygren - Oakmark Funds | 0.00% | Reduce -61.3% | 2,606 | $1.38M |
| 18 | Francois Rochon - Giverny Capital | 0.06% | New | 1,733 | $919K |
| 19 | First Pacific Advisors - First Pacific Advisors | 0.01% | - | 1,510 | $800.57K |
| 20 | Glenn Greenberg - Brave Warrior Advisors | 0.02% | Reduce -51.1% | 1,206 | $639.4K |
| 21 | Hillman Value Fund - Hillman Value Fund | 0.22% | New | 1,071 | $567.82K |
| 22 | Lee Ainslie - Maverick Capital | 0.01% | Add +1.5% | 472 | $250.25K |
Loading holder history for UNH…