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 Q1 2024 it was held by 19 managers with an aggregate reported value of $5.72B, which is 0.49% of the combined portfolio.
As of Q1 2024, 19 tracked institutional managers held UNH (UnitedHealth Group, Inc.) with an aggregate reported value of $5.72B — 0.49% of the combined AlphaBaseline portfolio.
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- Source
- Curated SEC 13F filings
- Period
- Q1 2024
- Ticker
- UNH
13F data is delayed and excludes shorts/non-13F assets.
Holders
| 1 | Dodge & Cox - Dodge & Cox | 1.13% | Add +15.8% | 3,946,005 | $1.95B |
| 2 | Polen Capital Management - Polen Capital Management | 2.73% | Reduce -1.7% | 2,393,781 | $1.18B |
| 3 | Viking Global Investors - Viking Global Investors | 2.51% | Add +195.4% | 1,361,207 | $673.39M |
| 4 | Jensen Investment Management - Jensen Investment Management | 5.14% | Reduce -0.6% | 1,360,511 | $673.04M |
| 5 | Ruane Cunniff LP - Ruane Cunniff LP | 7.89% | Reduce -3.9% | 1,027,863 | $508.48M |
| 6 | Mairs & Power Growth Fund - Mairs & Power Growth Fund | 3.91% | Add +0.7% | 816,526 | $403.94M |
| 7 | David Tepper - Appaloosa Management | 1.48% | - | 200,000 | $98.94M |
| 8 | Vulcan Value Partners - Vulcan Value Partners | 1.29% | Add +70.3% | 179,241 | $88.61M |
| 9 | Christopher Davis - Davis Advisors | 0.25% | Reduce -17.1% | 89,853 | $44.45M |
| 10 | David Rolfe - Wedgewood Partners | 6.23% | Add +22.3% | 60,193 | $31.15M |
| 11 | First Eagle - First Eagle Investment Management | 0.04% | Reduce -0.4% | 38,680 | $19.13M |
| 12 | Torray Funds - Torray Funds | 1.99% | Reduce -97.5% | 660 | $13.28M |
| 13 | David Katz - Matrix Asset Advisors | 1.48% | Add +32.5% | 24,983 | $12.36M |
| 14 | Thomas Gayner - Markel Asset Management | 0.08% | Add +46.4% | 16,100 | $7.96M |
| 15 | Robert Olstein - Olstein Capital Management | 1.17% | Add +93.3% | 14,500 | $7.17M |
| 16 | Bill Nygren - Oakmark Funds | 0.00% | Reduce -3.8% | 1,280 | $633.22K |
| 17 | Lee Ainslie - Maverick Capital | 0.01% | New | 616 | $304.74K |
| 18 | Glenn Greenberg - Brave Warrior Advisors | 0.01% | - | 610 | $301.77K |
| 19 | Hillman Value Fund - Hillman Value Fund | 0.07% | Reduce -29.8% | 471 | $233K |
Loading holder history for UNH…