Follow-The-Filings

Portfolio changes · featured 13Fs

Activity

Moves in UNH across featured managers — New / Exit / Add / Reduce.

ticker UNH holders clear

27 managers with a move of 137 featured filed through 14 Aug managers newest 13Fs

UNH · all sizes

New 4 Exit 3 Add 8 Reduce 12 all moves 27
all time today 7d 14d
≥1% all sizes
reset

27 shown · all sizes · open ticker or manager

ticker action manager Δ weight detail period
14 Aug 12
UNH New Ron Baron - Bamco Inc. (Baron Capital) +0.01% opened 0.01% Q1→Q2
UNH New Glenn Greenberg - Brave Warrior Advisors 0.00% opened <0.01% Q1→Q2
UNH Exit David Tepper - Appaloosa −0.41% was 0.41% Q1→Q2
UNH Exit David Witzke - Avidity Partners Management −0.21% was 0.21% Q1→Q2
UNH Add Davidson Kempner Capital Management +0.43% +442.1% sh Q1→Q2
UNH Reduce Arnold Van Den Berg - Van Den Berg Management I +0.64% −4.2% sh Q1→Q2
UNH Reduce Farallon Capital Management −0.37% −30.3% sh Q1→Q2
UNH Reduce Hillman Capital Management +0.23% −27.0% sh Q1→Q2
UNH Reduce George Soros - Soros Fund Management −0.17% −94.0% sh Q1→Q2
UNH Reduce Chase Coleman - Tiger Global Management +0.10% −15.1% sh Q1→Q2
UNH Reduce Mairs & Power +0.09% −24.4% sh Q1→Q2
UNH Reduce Duan Yongping - H&H International Investment +0.06% −33.6% sh Q1→Q2
13 Aug 4
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
UNH Reduce Ruane, Cunniff & Goldfarb +1.29% −3.1% sh Q1→Q2
UNH Reduce Dodge & Cox +0.57% −4.2% 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
10 Aug 2
UNH Reduce Vulcan Value Partners −5.70% −92.6% sh Q1→Q2
UNH Reduce Lewis Sanders - Sanders Capital +0.53% −1.1% sh Q1→Q2
7 Aug 2
UNH Add Tweedy, Browne Co. +0.05% +11.5% sh Q1→Q2
UNH Reduce Jensen Investment Management 0.00% −42.4% sh Q1→Q2
5 Aug 1
UNH New Steven Check - Check Capital Management +0.01% opened 0.01% 2026 Q2 restated
31 Jul 1
UNH Exit Thomas Gayner - Markel Group −0.04% was 0.04% Q1→Q2
30 Jul 1
UNH New Torray Investment Partners +0.04% opened 0.04% 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