STOCK

UNH UNITEDHEALTH GROUP INC

Held by 26 of 74 curated managers · 3,235 total holders in our 13F universe.

SMART MONEY HOLDERS · from our curated set

Top managers holding UNH

  1. Sectoral Asset Management Inc. Concentrated bets. Extreme alpha generation.
    Top performer
    3.4% of portfolio
  2. Citadel Advisors LLC Citadel — systematic quantitative dominance.
    Name to know Mega
    0.8% of portfolio
  3. Tudor Investment Corp. Et Al Broad market tracker with modest leverage.
    Name to know Mega
    0.7% of portfolio
  4. Renaissance Technologies LLC Quant. Different beast — opt in or out.
    Thematic Mega
    0.5% of portfolio
  5. State Street Corp. Index tracker with mega-cap tech tilt.
    Name to know Mega
    0.4% of portfolio
  6. UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC Mega-cap tech concentration. Outsized alpha generation.
    Top performer
    0.4% of portfolio
  7. Tiger Global Management LLC Growth tech.
    Thematic Mega
    0.4% of portfolio
  8. Appaloosa LP Tepper distressed-value.
    Thematic Mega
    0.4% of portfolio
  9. Two Sigma Investments, LP Quantitative arbitrage. Zero alpha. Known entity.
    Name to know Mega
    0.4% of portfolio
  10. WINTON GROUP Ltd Berkshire proxy with modest alpha generation.
    Top performer
    0.4% of portfolio
EDITORIAL BRIEF · refreshed Jun 11, 2026

Why is UNH in 26 of 74 curated portfolios?

Why is UNH in 26 of our 74 curated portfolios?

Curated Manager Conviction

UNH appears across portfolios with little obvious overlap in mandate — which is itself signal worth examining. Sectoral Asset Management holds it at 3.4%, the largest relative weight among curated managers, consistent with their profile as a concentrated, high-conviction healthcare specialist running for extreme alpha generation. Below that, Citadel Advisors (0.8%) and Renaissance Technologies (0.5%) — both systematic quant operations — carry UNH as a recurring position, suggesting factor models continue to flag it favorably. More striking is the presence of Appaloosa LP at 0.4%: David Tepper's distressed-value framework does not typically reach for large-cap managed care unless valuation dislocations are present. Tiger Global (0.4%)…

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INSIDER TRADES · recent
  • Baker Charles D. Sep 15, 2025 SELL $10K
  • Conway Patrick Hugh Jun 12, 2025 SELL $180K
  • Hemsley Stephen J May 16, 2025 BUY $25.02M
  • Flynn Timothy Patrick May 16, 2025 BUY $492K
  • Rex John F May 16, 2025 BUY $5.00M
CONGRESS TRADES · recent