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Adds vs. Reduces by Quarter
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UNH —
UNITEDHEALTH GROUP INC
CUSIP: 91324P102 · Held by 24 superinvestors · Combined value: $13,775,386,958
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| # | Investor | % of Portfolio | Value ($) | Shares | Recent Activity | Share Change |
|---|---|---|---|---|---|---|
| 1 | Ken Griffin | 1.1% | $7,263,489,886 | 22,003,241 | ADD | +552,716 |
| 2 | Dodge & Cox | 1.6% | $3,028,022,775 | 9,172,769 | REDUCE | -332,867 |
| 3 | Warren Buffett | 0.6% | $1,663,610,472 | 5,039,564 | - | - |
| 4 | Christopher Davis | 1.9% | $420,368,751 | 1,273,400 | ADD | +134,097 |
| 5 | Andreas Halvorsen | 1.1% | $395,231,790 | 1,197,273 | NEW BUY | +1,197,273 |
| 6 | Mairs & Power | 2.6% | $274,167,948 | 830,535 | REDUCE | -239,412 |
| 7 | Jim Simons | 0.4% | $263,015,143 | 796,750 | ADD | +42,924 |
| 8 | Chase Coleman | 0.5% | $138,713,873 | 420,205 | REDUCE | -18,595 |
| 9 | Samantha McLemore | 4.7% | $121,577,103 | 368,293 | REDUCE | -3,070 |
| 10 | David Tepper | 0.9% | $66,022,000 | 200,000 | REDUCE | -3,500 |
| Investor | Activity | Share Change | % Change |
|---|---|---|---|
| Andreas Halvorsen | NEW BUY | +1,197,273 | New |
| Ray Dalio | NEW BUY | +6,170 | New |
| Christopher Davis | ADD | +134,097 | +11.8% |
| FPA Queens Road | ADD | +729 | +2.4% |
| Jim Simons | ADD | +42,924 | +5.7% |
| Ken Griffin | ADD | +552,716 | +2.6% |
| Torray LLC | ADD | +2,047 | +3.6% |
| Tweedy Browne | ADD | +322 | +15.1% |
| Chase Coleman | REDUCE | -18,595 | -4.2% |
| David Katz | REDUCE | -24 | -3.2% |
| David Tepper | REDUCE | -3,500 | -1.7% |
| Dodge & Cox | REDUCE | -332,867 | -3.5% |
| First Eagle Investment Mgmt | REDUCE | -219 | -0.6% |
| Hillman Capital | REDUCE | -500 | -6.1% |
| Jensen Investment Mgmt | REDUCE | -432 | -9.9% |
| Mairs & Power | REDUCE | -239,412 | -22.4% |
| Polen Capital | REDUCE | -286 | -19.3% |
| Robert Olstein | REDUCE | -1,500 | -9.1% |
| Samantha McLemore | REDUCE | -3,070 | -0.8% |
| Yacktman Asset Mgmt | REDUCE | -7,038 | -4.0% |
| Sarah Ketterer | SOLD | -64,603 | Exit |
| Investor | Activity | Share Change | % Change |
|---|---|---|---|
| Bill Nygren | NEW BUY | +1,414 | New |
| David Katz | NEW BUY | +745 | New |
| Hillman Capital | NEW BUY | +8,181 | New |
| Sarah Ketterer | NEW BUY | +64,603 | New |
| Christopher Davis | ADD | +6,418 | +0.6% |
| Dodge & Cox | ADD | +755,076 | +8.6% |
| First Eagle Investment Mgmt | ADD | +3,394 | +9.5% |
| Ken Griffin | ADD | +7,967,209 | +59.1% |
| Mairs & Power | ADD | +12,787 | +1.2% |
| Samantha McLemore | ADD | +179,431 | +93.5% |
| Torray LLC | ADD | +7,769 | +15.7% |
| Tweedy Browne | ADD | +1,042 | +95.2% |
| Yacktman Asset Mgmt | ADD | +45,588 | +35.3% |
| David Tepper | REDUCE | -2,246,500 | -91.7% |
| FPA Queens Road | REDUCE | -1,024 | -3.3% |
| Jensen Investment Mgmt | REDUCE | -6,033 | -58.0% |
| Jim Simons | REDUCE | -598,303 | -44.2% |
| Polen Capital | REDUCE | -4,691 | -76.0% |
| Robert Olstein | REDUCE | -8,500 | -34.0% |
| Glenn Greenberg | SOLD | -1,499 | Exit |
| Lee Ainslie | SOLD | -226,153 | Exit |
| Michael Burry | SOLD | -370,000 | Exit |
| Steve Mandel | SOLD | -1,693,347 | Exit |
| Investor | Activity | Share Change | % Change |
|---|---|---|---|
| Michael Burry | NEW BUY | +370,000 | New |
| Investor | Activity | Share Change | % Change |
|---|---|---|---|
| Leon Cooperman | REDUCE | -99,900 | -53.5% |
| Investor | Activity | Share Change | % Change |
|---|---|---|---|
| Leon Cooperman | REDUCE | -7,600 | -3.9% |
Who Owns UNH? Superinvestor Holdings
UNITEDHEALTH GROUP INC is held by 24 tracked superinvestors, with a combined position value of $13.8 billion . The largest positions are held by Ken Griffin (1.1% of portfolio), Dodge & Cox (1.6% of portfolio), Warren Buffett (0.6% of portfolio).
In the most recent quarter, 8 superinvestors added or initiated positions while 13 reduced or exited.