Michael Burry (Scion Asset Management) disclosed sold out in UNITEDHEALTH GROUP INC
Michael Burry (Scion Asset Management) filed a 13F change in UNITEDHEALTH GROUP INC (91324P102) on 2025-11-03, covering period end 2025-09-30.
Why it matters
This signal is selected by portfolio impact within the manager filing, while the full filing change list remains available in the briefing.
Full Filing Changes
18 changes from Michael Burry (Scion Asset Management), filed 2025-11-03 for period end 2025-09-30.
| Stock | Action | Change | Current | Portfolio Impact |
|---|---|---|---|---|
69608A108 PALANTIR TECHNOLOGIES INC | New | $912.1M | $912.1M | 66.04% |
67066G104 NVIDIA CORPORATION | New | $186.6M | $186.6M | 13.51% |
717081103 PFIZER INC | New | $152.9M | $152.9M | 11.07% |
91324P102 UNITEDHEALTH GROUP INC | Sold out | -$115.4M | $0 | 8.36% |
75886F107 REGENERON PHARMACEUTICALS | Sold out | -$112.9M | $0 | 8.17% |
550021109 LULULEMON ATHLETICA INC | Reduced | -$89.1M | $17.8M | 6.45% |
30303M102 META PLATFORMS INC | Sold out | -$73.8M | $0 | 5.34% |
406216101 HALLIBURTON CO | New | $61.5M | $61.5M | 4.45% |
518439104 LAUDER ESTEE COS INC | Sold out | -$52.5M | $0 | 3.80% |
47215P106 JD.COM INC | Sold out | -$32.6M | $0 | 2.36% |
01609W102 ALIBABA GROUP HLDG LTD | Sold out | -$28.4M | $0 | 2.05% |
60855R100 MOLINA HEALTHCARE INC | New | $23.9M | $23.9M | 1.73% |
N07059210 ASML HOLDING N V | Sold out | -$20.0M | $0 | 1.45% |
918204108 V F CORP | Sold out | -$17.6M | $0 | 1.28% |
78442P106 SLM CORP | New | $13.3M | $13.3M | 0.96% |
116794207 BRUKER CORP | New | $13.1M | $13.1M | 0.95% |
116794108 BRUKER CORP | Sold out | -$10.3M | $0 | 0.75% |
58733R102 MERCADOLIBRE INC | Sold out | -$7.8M | $0 | 0.57% |