Andreas Halvorsen (Viking Global) trim UnitedHealth Group Incorporated
Andreas Halvorsen (Viking Global) trim $242.6M of disclosed value in UnitedHealth Group Incorporated.
Signal
Investor Move
Action
Trim
Capital
$242.6M disclosed value
Why it matters
This action comes from parsed SEC 13F holdings and highlights where tracked institutional capital changed materially versus the previous comparable filing period.
Filing summary
Period End
Dec 31, 2023
Total Changes
94
New
17
Reduced/Sold
41
Filing changes
| Ticker | Company | Action | Current Value | Portfolio Impact |
|---|---|---|---|---|
| MSFT | MSFT | Sold out | $0 | 0.03% |
| PGR | The Progressive Corporation | Increased | $933.9M | 0.03% |
| 7903107 | ADVANCED MICRO DEVICES INC | New | $698.3M | 0.03% |
| UNH.BA | UnitedHealth Group Incorporated | Reduced | $242.6M | 0.03% |
| DE | Deere & Company | New | $562.4M | 0.02% |
| SQ | SQ | Sold out | $0 | 0.02% |
| GOOGL | Alphabet Inc. | New | $460.1M | 0.02% |
| CBOE | Cboe Global Markets, Inc. | New | $430.8M | 0.02% |
| USB | U.S. Bancorp | New | $414.2M | 0.02% |
| 3.4959E+113 | 3.4959E+113 | Sold out | $0 | 0.02% |
| MCK | McKesson Corporation | Increased | $1B | 0.01% |
| TTWO | Take-Two Interactive Software, Inc. | New | $388.2M | 0.01% |
| LW | Lamb Weston Holdings, Inc. | New | $383.2M | 0.01% |
| PPG | PPG Industries, Inc. | Reduced | $144.9M | 0.01% |
| MA.BA | Mastercard Incorporated | Increased | $493.6M | 0.01% |
| AMZN | Amazon.com, Inc. | Reduced | $749M | 0.01% |
| PM | Philip Morris International Inc. | Increased | $905.4M | 0.01% |
| BBIO | BridgeBio Pharma, Inc. | Increased | $1B | 0.01% |
| CDNS | Cadence Design Systems, Inc. | Reduced | $62.2M | 0.01% |
| APG | APi Group Corporation | Increased | $1.2B | 0.01% |