One Stock Superinvestors Are Buying Or Holding

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As part of the weekly research here at The Acquirer’s Multiple we’re always interested in investing gurus who hold the same stocks that appear in our Acquirer’s Multiple Stock Screeners, based on their latest 13F’s. Investors such as Warren Buffett, Joel Greenblatt, Carl Icahn, Jim Simons, Prem Watsa, Jeremy Grantham, Seth Klarman, Ray Dalio, and Howard Marks.

While doing this research we’ve also uncovered a number of common stocks that investing gurus have recently bought, or continuing to hold in their portfolios, according to their latest 13f’s. So we’re now providing a new weekly feature article called ‘One Stock Superinvestors Are Buying Or Holding’. This week we’ll take a look at:

UnitedHealth Group Inc (NYSE: UNH)

UnitedHealth Group is one of the largest private health insurers in the United States, providing medical benefits to 48 million members in the U.S. and internationally at the end of 2020. As a leader in employer-sponsored, self-directed, and government-backed insurance plans, UnitedHealth has obtained massive scale in managed care. Along with its insurance assets, UnitedHealth’s continued investments in its Optum franchises have created a healthcare services colossus that spans everything from medical and pharmaceutical benefits to providing outpatient care and analytics to both affiliated and third-party customers.

A quick look at the price chart below for the company shows us that the stock is up 30% in the past twelve months.

(Source: Morningstar)

Superinvestors who recently bought, or continue to hold the stock in their portfolios include:

(Shares)

David Polen – 3,806,974

Stephen Mandel – 3,005,990

Ken Fisher – 2,947,332

John Armitage – 2,070,875

Sequoia – 1,901,471

Eric Schoenstein – 1,270,166

Andreas Holvorsen – 726,474

Dan Loeb – 680,000

Glenn Greenberg – 226,121

David Tepper – 179,000

David Rolfe – 51,972

Rob Olstein – 17,500

Francois Rochon – 3,820

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