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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 Q4 2023 it was held by 19 managers with an aggregate reported value of $5.8B, which is 0.51% of the combined portfolio.

As of Q4 2023, 19 tracked institutional managers held UNH (UnitedHealth Group, Inc.) with an aggregate reported value of $5.8B0.51% of the combined AlphaBaseline portfolio.

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Source
Curated SEC 13F filings
Period
Q4 2023
Ticker
UNH

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

Holders

1Dodge & Cox - Dodge & Cox1.14%Reduce -1.2%3,406,192$1.79B
2Polen Capital Management - Polen Capital Management3.09%Reduce -4.1%2,435,074$1.28B
3Jensen Investment Management - Jensen Investment Management5.46%Reduce -2.2%1,369,190$720.84M
4Ruane Cunniff LP - Ruane Cunniff LP9.00%Reduce -2.4%1,069,419$563.02M
5Stephen Mandel - Lone Pine Capital4.06%-891,167$469.17M
6Mairs & Power Growth Fund - Mairs & Power Growth Fund4.50%Add +0.3%811,055$427M
7Viking Global Investors - Viking Global Investors0.89%Reduce -75.2%460,782$242.59M
8David Tepper - Appaloosa Management1.86%-200,000$105.29M
9Christopher Davis - Davis Advisors 0.32%Reduce -4.7%108,331$57.03M
10Vulcan Value Partners - Vulcan Value Partners0.81%Reduce -14.9%105,244$55.5M
11David Rolfe - Wedgewood Partners5.35%Reduce -1.9%49,224$25.44M
12First Eagle - First Eagle Investment Management0.05%Reduce -7.9%38,822$20.44M
13Torray Funds - Torray Funds2.29%Add +0.1%26,852$14.14M
14David Katz - Matrix Asset Advisors1.26%Reduce -0.7%18,848$9.92M
15Thomas Gayner - Markel Asset Management0.06%Add +120.0%11,000$5.79M
16Robert Olstein - Olstein Capital Management0.67%Reduce -44.4%7,500$3.95M
17Bill Nygren - Oakmark Funds0.00%Reduce -15.8%1,330$700.21K
18Hillman Value Fund - Hillman Value Fund0.12%-671$353.26K
19Glenn Greenberg - Brave Warrior Advisors0.01%Reduce -14.1%610$321.15K
Loading holder history for UNH