Portfolio changes · featured 13Fs
Activity
Moves in UNH across featured managers — New / Exit / Add / Reduce.
UNH · add · all sizes
8 shown · all sizes · open ticker or manager
| ticker | action | manager | Δ weight | detail | period |
|---|---|---|---|---|---|
| 14 Aug 1 | |||||
| UNH | Add | Davidson Kempner Capital Management | +0.43% | +442.1% sh | Q1→Q2 |
| 13 Aug 2 | |||||
| UNH | Add | Samantha Mclemore - Patient Capital Management | +1.64% | +0.1% sh | Q1→Q2 |
| UNH | Add | Sarah Ketterer - Causeway Capital Management | +0.15% | +21.7% sh | Q1→Q2 |
| 12 Aug 1 | |||||
| UNH | Add | Senator Investment Group | +2.40% | +433.4% sh | Q1→Q2 |
| 11 Aug 2 | |||||
| UNH | Add | Christopher Davis - Davis Selected Advisers | +0.73% | +2.2% sh | Q1→Q2 |
| UNH | Add | Don Yacktman - Yacktman Asset Management | +0.27% | +2.0% sh | Q1→Q2 |
| 7 Aug 1 | |||||
| UNH | Add | Tweedy, Browne Co. | +0.05% | +11.5% sh | Q1→Q2 |
| 21 Apr 1 | |||||
| UNH | Add | Robert Olstein - Olstein Capital Management | +0.34% | +53.3% sh | 2025Q4→2026Q1 |
As-filed 13F long equity only (options excluded). Default signal: New/Exit always Add/Reduce need |Δ weight| ≥ 1%. Managers Newest 13Fs Home