UNITEDHEALTH GROUP INC (UNH) — Hedge Fund Ownership Q4 2025
UNH
- UNITEDHEALTH GROUP INC (UNH) is held by 20 of 81 tracked hedge funds, with Patient Capital Management (5%) and Ruane, Cunniff & Goldfarb / Sequoia Fund (4%) holding the largest stakes, indicating elevated hedge fund interest relative to peers.
- New position in UNH stock was initiated by Viking Global Investors (1%).
- The biggest increases in UNH holdings came from Davis Selected Advisers (+12%) and Torray Investment Partners (+4%), highlighting conviction.
- The biggest decreases in UNH holdings came from Dodge & Cox (-4%) and Mairs & Power (-22%), suggesting profit-taking or de-risking.
- 1 hedge fund exited UNH.
- Overall, hedge funds decreased exposure to UNITEDHEALTH GROUP INC (UNH) by -3% vs the prior quarter and +35% vs prior year.
| # | Fund | % of Portfolio † | Shares † | Shares vs Prior Quarter † | Shares vs Prior Year † | Aggregate Value † | Reported Price * | Option |
|---|---|---|---|---|---|---|---|---|
| 1 |
Patient Capital Management Samantha McLemore
|
4.69% | 368K | -0.83% | — | $121.6M | $330.11 | — |
| 2 |
Ruane, Cunniff & Goldfarb / Sequoia Fund John Harris
|
3.85% | 746K | -1.61% | -10.98% | $246.3M | $330.11 | — |
| 3 |
Torray Investment Partners Robert Torray
|
2.80% | 59K | +3.58% | +171.12% | $19.5M | $330.11 | — |
| 4 |
Mairs & Power
|
2.64% | 831K | -22.38% | -4.36% | $274.2M | $330.11 | — |
| 5 |
Davis Selected Advisers Christopher Davis
|
1.89% | 1.3M | +11.77% | +2391.25% | $420.4M | $330.12 | — |
| 6 |
Dodge & Cox
|
1.63% | 9.2M | -3.50% | +124.10% | $3.03B | $330.11 | — |
| 7 |
Hillman Capital Management Mark Hillman
|
1.60% | 8K | -6.11% | +1351.98% | $2.5M | $330.11 | — |
| 8 |
Viking Global Investors Andreas Halvorsen
|
1.05% | 1.2M | NEW | -37.00% | $395.2M | $330.11 | — |
| 9 |
Olstein Capital Management Robert Olstein
|
1.02% | 15K | -9.09% | -1.32% | $5.0M | $330.13 | — |
| 10 |
Appaloosa Management
|
0.96% | 200K | -1.72% | +14.61% | $66.0M | $330.11 | — |
| 11 |
Yacktman Asset Management Donald Yacktman
|
0.77% | 168K | -4.03% | — | $55.3M | $330.11 | — |
| 12 |
Berkshire Hathaway
|
0.61% | 5.0M | — | — | $1.66B | $330.11 | — |
| 13 |
Tiger Global Management Chase Coleman
|
0.47% | 420K | -4.24% | -4.24% | $138.7M | $330.11 | — |
| 14 |
Markel Group Tom Gayner
|
0.07% | 26K | — | -0.80% | $8.7M | $330.11 | — |
| 15 |
Third Avenue Management
|
0.07% | 2K | +15.07% | — | $811,740 | $330.11 | — |
| 16 |
Tweedy, Browne Tweedy, Browne Co LLC
|
0.07% | 2K | +15.07% | — | $811,740 | $330.11 | — |
| 17 |
First Eagle Investment Management
|
0.02% | 39K | -0.56% | -2.43% | $12.9M | $330.11 | — |
| 18 |
Matrix Asset Advisors David Katz
|
0.02% | 721 | -3.22% | -95.86% | $237,911 | $329.97 | — |
| 19 |
Jensen Investment Management
|
0.02% | 4K | -9.88% | -99.45% | $1.3M | $330.11 | — |
| 20 |
Polen Capital Management
|
0.00% | 1K | -19.29% | -99.89% | $395,225 | $330.18 | — |
| — |
Causeway Capital Management
|
— | — | EXITED | — | — | — | — |
| 20 | Total | — | 19.6M | -2.89% | +35.49% | $6.46B | — | — |
* Reported price is not an actual purchase or sale price. It is the price as of the last portfolio date.
† Portfolio value, share counts, and period-over-period changes exclude options positions (PUT/CALL), which are shown in the Option column for reference only.
† Portfolio value, share counts, and period-over-period changes exclude options positions (PUT/CALL), which are shown in the Option column for reference only.