One Stock That Superinvestors Are Dumping: Is It Time to Sell?

Johnny HopkinsSuperinvestorsLeave a Comment

As part of the weekly research here at The Acquirer’s Multiple we’re always interested in superinvestors 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, Prem Watsa, Jeremy Grantham, Seth Klarman, Ray Dalio, and Howard Marks.

While doing this research we’ve also uncovered a number of stocks that superinvestors have sold, or reduced in their portfolios, according to their latest 13f’s. So we’re now providing a new weekly feature article called ‘One Stock Superinvestors Are Selling‘. This week we’ll take a look at:

UnitedHealth Group Inc (UNH)

UnitedHealth Group is one of the largest private health insurers, providing medical benefits to about 51 million members globally, including 1 million outside the US as of December 2024. 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 7.33% in the past twelve months.

Source: Google Finance

Superinvestors who reduced, or sold out of the company’s stock, according to their latest 13Fs, include:

(Remaining shares)

Mason Hawkins – 444,862

David Tepper – 375,000

Ken Griffin – 366,250

Louis Bacon – 129,652

Israel Englander – 126,710

Ken Fisher – 953

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