UNH

Unitedhealth Group Inc

Latest period2024 - Q4Total superinvestors584

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2024-Q3 and 2024-Q4. According to the most recent SEC 13F filing, 584 superinvestors own shares of Unitedhealth Group Inc (UNH), although recent data may remain incomplete due to pending filings.

Quarter-over-Quarter Change (%)

This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding Unitedhealth Group Inc (UNH), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.

Superinvestors' Activity (%) Over the Last 4 Quarters

This chart shows superinvestors' activity with Unitedhealth Group Inc (UNH) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.

Superinvestors' Past Actions

This chart displays superinvestors' past actions with Unitedhealth Group Inc (UNH) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

CurrentNew PositionIncreasedDecreasedExited
SuperinvestorPortfolio %Reported Value
Andrew J. Swenson@Ars Wealth Advisors Group, Llc
Recent Activity
Increased 0.61%
1.93%
$13.985M
27,646 shares@ 505.86 avg price
Francois Cardin@Addenda Capital Inc.
Recent Activity
Increased 5.54%
0.49%
$13.66M
27,003 shares@ 505.87 avg price
Gary Wagner@Carnegie Investment Counsel
Recent Activity
Increased 0.22%
0.39%
$13.462M
26,612 shares@ 505.87 avg price
Matt Lovett@Brookstone Capital Management
Recent Activity
Increased 8.88%
0.2%
$13.377M
26,444 shares@ 505.87 avg price
Mark Lazarczyk@Hudson Valley Investment Advisors Inc Adv
Recent Activity
Increased 8.86%
1.51%
$13.296M
26,283 shares@ 505.89 avg price
Helen Halloran@Capital Investment Advisors, Llc
Recent Activity
Increased 11.37%
0.27%
$12.796M
25,296 shares@ 505.87 avg price
Richard S. Foster@Folger Nolan Fleming Douglas Capital Management, Inc
Recent Activity
Increased 1.75%
1.34%
$12.759M
25,223 shares@ 505.87 avg price
Christopher Foster@Procyon Advisors, Llc
Recent Activity
Increased 13.29%
0.77%
$11.989M
23,701 shares@ 505.87 avg price
Matthew Wilkins@Fulcrum Capital Llc
Recent Activity
Increased 16.55%
2.39%
$11.413M
22,561 shares@ 505.87 avg price
John A. Zaro, III@Bourgeon Capital Management Llc
Recent Activity
Increased 13.45%
2.12%
$11.312M
22,361 shares@ 505.87 avg price