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Cliff Asness’s UNH Holdings & Trades

First Buy
Q4 2012
Duration Held
53 Quarters
Largest Add
Q2 2015
+2.02 M Shares
Current Position
716,907 Shares
$236.66 M Value

Cliff Asness's UNH Position Overview

Cliff Asness (via Aqr Capital Management LLC) currently holds 716,907 shares of UnitedHealth Group Incorporated (UNH) worth $236.66 M, representing 0.12% of the portfolio. First purchased in 2012-Q4, this long-term strategic position has been held for 53 quarters.

Based on 13F filings since 2013, Cliff Asness has maintained a long-term strategic position in UNH, representing a significant commitment to this investment thesis. Largest addition occurred in Q2 2015, adding 2.02 M shares. Largest reduction occurred in Q3 2017, reducing 936,088 shares.

Analysis based on 13F filings available since 2013 Q2

Cliff Asness's UnitedHealth Group Incorporated (UNH) Holding Value Over Time

Track share changes against reported price movement

Quarterly UnitedHealth Group Incorporated (UNH) Trades by Cliff Asness

Report Date Bought/Sold (Sh.) % Change Qtr. End Shares Reported Price
Q4 2025 -428,673 Reduce 37.42% 716,907 $330.11
Q3 2025 +127,930 Add 12.57% 1.15 M $345.30
Q2 2025 +232,961 Add 29.69% 1.02 M $307.35
Q1 2025 +561,451 Add 251.50% 784,689 $523.75
Q4 2024 -16,232 Reduce 6.78% 223,238 $505.86
Q3 2024 -36,800 Reduce 13.32% 239,470 $581.77
Q2 2024 -76,497 Reduce 21.68% 276,270 $495.69
Q1 2024 -40,134 Reduce 10.21% 352,767 $492.47
Q4 2023 -149,134 Reduce 27.51% 392,901 $525.28
Q3 2023 +35,939 Add 7.10% 542,035 $504.19
Q2 2023 -38,204 Reduce 7.02% 506,096 $476.50
Q1 2023 -49,295 Reduce 8.30% 544,300 $472.59
Q4 2022 +9,874 Add 1.69% 593,595 $527.83
Q3 2022 -16,576 Reduce 2.76% 583,721 $505.04
Q2 2022 -191,236 Reduce 24.16% 600,297 $512.92
Q1 2022 -39,044 Reduce 4.70% 791,533 $509.97
Q4 2021 -45,351 Reduce 5.18% 830,577 $502.14
Q3 2021 +70,695 Add 8.78% 875,928 $390.74
Q2 2021 +9,358 Add 1.18% 805,233 $397.92
Q1 2021 -85,695 Reduce 9.72% 795,875 $372.07
Q4 2020 -73,326 Reduce 7.68% 881,570 $346.20
Q3 2020 -92,556 Reduce 8.84% 954,896 $308.97
Q2 2020 +218,538 Add 26.36% 1.05 M $288.98
Q1 2020 -50,312 Reduce 5.72% 828,914 $249.38
Q4 2019 -442,672 Reduce 33.49% 879,226 $293.98
Q3 2019 -145,494 Reduce 9.92% 1.32 M $214.98
Q2 2019 -226,491 Reduce 13.37% 1.47 M $239.20
Q1 2019 -453,202 Reduce 21.11% 1.69 M $243.99
Q4 2018 -475,262 Reduce 18.12% 2.15 M $249.12
Q3 2018 +34,685 Add 1.34% 2.62 M $266.04
Q2 2018 +318,094 Add 14.02% 2.59 M $245.41
Q1 2018 -11,426 Reduce 0.50% 2.27 M $214.00
Q4 2017 -119,926 Reduce 5.00% 2.28 M $220.46
Q3 2017 -936,088 Reduce 28.05% 2.4 M $195.85
Q2 2017 -298,940 Reduce 8.22% 3.34 M $185.42
Q1 2017 -102,308 Reduce 2.74% 3.64 M $164.01
Q4 2016 +615,957 Add 19.73% 3.74 M $160.04
Q3 2016 +131,866 Add 4.41% 3.12 M $140.00
Q2 2016 -220,526 Reduce 6.87% 2.99 M $141.20
Q1 2016 -803,697 Reduce 20.02% 3.21 M $128.90
Q4 2015 -564,458 Reduce 12.33% 4.01 M $117.64
Q3 2015 +571,110 Add 14.25% 4.58 M $116.01
Q2 2015 +2.02 M Add 101.60% 4.01 M $122.00
Q1 2015 +754,063 Add 61.11% 1.99 M $118.29
Q4 2014 +383,442 Add 45.08% 1.23 M $101.09
Q3 2014 -427,696 Reduce 33.46% 850,579 $86.25
Q2 2014 +100,200 Add 8.51% 1.28 M $81.75
Q1 2014 +159,221 Add 15.63% 1.18 M $81.99
Q4 2013 +474,501 Add 87.17% 1.02 M $75.30
Q3 2013 -304,635 Reduce 35.88% 544,353 $71.61
Q2 2013 +848,988 Add 0.00% 848,988 $65.48
Q4 2012 +630,352 Add 0.00% 630,352 $54.24

Cliff Asness's UnitedHealth Group Incorporated Investment FAQs

Cliff Asness first purchased UnitedHealth Group Incorporated (UNH) in Q4 2012, acquiring 630,352 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Cliff Asness has held UnitedHealth Group Incorporated (UNH) for 53 quarters since Q4 2012.

Cliff Asness's largest addition to UnitedHealth Group Incorporated (UNH) was in Q2 2015, adding 4,008,004 shares worth $488.98 M.

According to the latest 13F filing for Q4 2025, Cliff Asness's firm, Aqr Capital Management LLC, owns 716,907 shares of UnitedHealth Group Incorporated (UNH), valued at approximately $236.66 M.

As of the Q4 2025 filing, UnitedHealth Group Incorporated (UNH) represents approximately 0.12% of Cliff Asness's publicly disclosed stock portfolio, making it one of their key holdings.

Cliff Asness's peak holding in UnitedHealth Group Incorporated (UNH) was 4,579,114 shares, as reported at the end of Q3 2015.