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UnitedHealth

878 hedge funds and large institutions have $63B invested in UnitedHealth in 2013 Q3 according to their latest regulatory filings, with 101 funds opening new positions, 279 increasing their positions, 382 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

49% more first-time investments, than exits

New positions opened: 101 | Existing positions closed: 68

46% more call options, than puts

Call options by funds: $530M | Put options by funds: $362M

10% more capital invested

Capital invested by funds: $57.4B → $63B (+$5.62B)

3% more funds holding

Funds holding: 853878 (+25)

3% more funds holding in top 10

Funds holding in top 10: 3839 (+1)

0.01% more ownership

Funds ownership: 86.34%86.35% (+0.01%)

27% less repeat investments, than reductions

Existing positions increased: 279 | Existing positions reduced: 382

Holders
878
Holders Change
+25
Holders Change %
+2.93%
% of All Funds
28.47%
Holding in Top 10
39
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.63%
% of All Funds
1.26%
New
101
Increased
279
Reduced
382
Closed
68
Calls
$530M
Puts
$362M
Net Calls
+$168M
Net Calls Change
-$186K
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$3.82B +$165M +2,306,798 +5%
Wellington Management Group
2
Wellington Management Group
Massachusetts
$3.54B -$67.1M -937,719 -2%
State Street
3
State Street
Massachusetts
$3.4B -$92.2M -1,288,179 -3%
Vanguard Group
4
Vanguard Group
Pennsylvania
$3.37B +$56.9M +794,935 +2%
Capital World Investors
5
Capital World Investors
California
$2.72B
Capital Research Global Investors
6
Capital Research Global Investors
California
$2.51B +$56.6M +791,136 +2%
T. Rowe Price Associates
7
T. Rowe Price Associates
Maryland
$2.29B -$32M -447,493 -1%
JP Morgan Chase
8
JP Morgan Chase
New York
$2.07B +$127M +1,777,474 +7%
ClearBridge Investments
9
ClearBridge Investments
New York
$1.91B +$116M +1,627,149 +6%
BIT
10
BlackRock Institutional Trust
California
$1.88B -$33.8M -472,920 -2%
Northern Trust
11
Northern Trust
Illinois
$1.14B -$41M -572,575 -3%
Invesco
12
Invesco
Georgia
$1.11B +$32.9M +459,087 +3%
DSA
13
Davis Selected Advisers
Arizona
$1.07B +$9.28M +129,658 +0.9%
Harris Associates
14
Harris Associates
Illinois
$901M -$528K -7,375 -0.1%
CS
15
Credit Suisse
Switzerland
$832M +$52.3M +730,775 +7%
Jennison Associates
16
Jennison Associates
New York
$824M -$30M -418,625 -4%
Eagle Capital Management (New York)
17
Eagle Capital Management (New York)
New York
$805M +$19.5M +272,140 +2%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$802M +$26.8M +373,944 +3%
BFA
19
BlackRock Fund Advisors
California
$720M +$22M +306,877 +3%
UBS AM
20
UBS AM
Illinois
$641M -$114M -1,588,540 -15%
BG
21
BlackRock Group
United Kingdom
$636M +$19.7M +275,692 +3%
Norges Bank
22
Norges Bank
Norway
$621M +$15M +209,222 +2%
Geode Capital Management
23
Geode Capital Management
Massachusetts
$520M +$15.6M +218,027 +3%
O
24
OppenheimerFunds
New York
$506M +$40M +559,039 +9%
Grantham, Mayo, Van Otterloo & Co (GMO)
25
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$473M +$70.4M +983,995 +17%