Why Top Investors Are Buying UnitedHealth Group Inc (UNH)
Monday, September 1, 2025 · Johnny Hopkins
Here’s a closer look at the most significant common stock moves (excluding options):
Appaloosa LP (David Tepper)
- Shares: 2,450,000
- Change: ↑ +2,275,000 (Previously: 175,000)
- Value: $0.76B
David Tepper’s Appaloosa made the largest addition, boosting its UNH stake by over 2.2 million shares. Known for bold, contrarian bets, Tepper’s move signals confidence in UnitedHealth’s ability to navigate policy shifts while growing profitability.
Davis Selected Advisers (Chris Davis)
- Shares: 1,132,885
- Change: ↑ +1,084,366 (Previously: 48,519)
- Value: $0.35B
Chris Davis’s fund massively scaled up its position, showing long-term conviction in UNH’s durable business model and consistent earnings trajectory.
AQR Capital Management LLC (Cliff Asness)
- Shares: 1,017,650
- Change: ↑ +232,961 (Previously: 784,689)
- Value: $0.31B
Quant powerhouse AQR increased its UNH holdings by nearly 30%, reflecting favorable risk-adjusted return metrics for the stock.
Maverick Capital Ltd (Lee Ainslie)
- Shares: 226,153
- Change: ↑ +79,235 (Previously: 146,918)
- Value: $0.07B
Lee Ainslie’s Maverick Capital raised its stake by more than 50%, highlighting a fundamental belief in UNH’s competitive moat and cash flow resilience.
Gotham Asset Management LLC (Joel Greenblatt)
- Shares: 68,216
- Change: ↑ +60,631 (Previously: 7,585)
- Value: $0.02B
Value-investing legend Joel Greenblatt multiplied his position nearly tenfold, staying true to his philosophy of buying quality businesses at compelling prices.
Olstein Capital Management L.P. (Rob Olstein)
- Shares: 25,000
- Change: ↑ +11,000 (Previously: 14,000)
- Value: $0.00B
Olstein’s firm added to its holdings, signaling steady accumulation of UNH as part of a value-focused portfolio strategy.
GAMCO Investors Inc. ET AL (Mario Gabelli)
- Shares: 2,806
- Change: ↑ +1,983 (Previously: 823)
- Value: $0.00B
Mario Gabelli’s GAMCO Investors nearly tripled its position, albeit from a small base, reflecting growing confidence in UNH’s long-term growth.
Brave Warrior Advisors LLC (Glenn Greenberg)
- Shares: 1,499
- Change: ↑ +1,000 (Previously: 499)
- Value: $0.00B
Glenn Greenberg’s firm doubled its holdings, a clear signal of rising interest in UnitedHealth’s future earnings power.
Berkshire Hathaway Inc. (Warren Buffett)
- Shares: 5,039,564
- Change: New Position
- Value: $1.57B
Warren Buffett’s Berkshire Hathaway initiated a major new position, marking one of the most notable entries among all funds this quarter.
Lone Pine Capital LLC (Steve Mandel)
- Shares: 1,693,347
- Change: New Position
- Value: $0.53B
Steve Mandel’s Lone Pine Capital established a substantial new stake, adding UNH to its high-conviction growth portfolio.
Yacktman Asset Management LP (Donald Yacktman)
- Shares: 129,000
- Change: New Position
- Value: $0.04B
Veteran value investor Donald Yacktman added UNH to his portfolio for the first time, aligning with his focus on quality at reasonable prices.
Scion Asset Management LLC (Michael Burry)
- Shares: 20,000
- Change: New Position
- Value: $0.00B
Michael Burry, famed for “The Big Short,” took a new stake in UNH, signaling his contrarian approach toward healthcare valuations.
Tweedy, Browne Co. LLC (Tweedy Browne)
- Shares: 1,095
- Change: New Position
- Value: $0.00B
The storied value firm Tweedy, Browne entered UNH for the first time, consistent with its long tradition of investing in stable, cash-generative businesses.
These moves show broad-based institutional confidence in UnitedHealth Group, ranging from legendary value investors to quant-driven funds — all converging on the stock as a high-quality healthcare compounder.
Smart Money Is Buying ABM Industries Inc. (ABM)
Where Is the Deep Value in Canadian Stocks This Week?
Investing Beyond AI: Why Traditional Businesses Could Still Thrive