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UnitedHealth

946 hedge funds and large institutions have $65.6B invested in UnitedHealth in 2013 Q4 according to their latest regulatory filings, with 125 funds opening new positions, 341 increasing their positions, 364 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

145% more first-time investments, than exits

New positions opened: 125 | Existing positions closed: 51

8% more funds holding

Funds holding: 878946 (+68)

4% more capital invested

Capital invested by funds: $63B → $65.6B (+$2.61B)

0.01% less ownership

Funds ownership: 86.35%86.33% (-0.01%)

6% less repeat investments, than reductions

Existing positions increased: 341 | Existing positions reduced: 364

18% less funds holding in top 10

Funds holding in top 10: 3932 (-7)

27% less call options, than puts

Call options by funds: $461M | Put options by funds: $627M

Holders
946
Holders Change
+68
Holders Change %
+7.74%
% of All Funds
27.46%
Holding in Top 10
32
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-17.95%
% of All Funds
0.93%
New
125
Increased
341
Reduced
364
Closed
51
Calls
$461M
Puts
$627M
Net Calls
-$166M
Net Calls Change
-$334M
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$3.86B -$157M -2,184,605 -4%
Wellington Management Group
2
Wellington Management Group
Massachusetts
$3.75B +$21.9M +304,911 +0.6%
State Street
3
State Street
Massachusetts
$3.57B -$8.94M -124,515 -0.3%
Vanguard Group
4
Vanguard Group
Pennsylvania
$3.57B +$21.4M +298,466 +0.6%
Capital World Investors
5
Capital World Investors
California
$2.85B -$5.75M -80,000 -0.2%
Capital Research Global Investors
6
Capital Research Global Investors
California
$2.81B +$165M +2,291,300 +7%
T. Rowe Price Associates
7
T. Rowe Price Associates
Maryland
$2.75B +$325M +4,522,321 +14%
JP Morgan Chase
8
JP Morgan Chase
New York
$2.48B +$291M +4,045,348 +14%
ClearBridge Investments
9
ClearBridge Investments
New York
$2.23B +$204M +2,839,301 +11%
BIT
10
BlackRock Institutional Trust
California
$1.95B -$29.5M -410,336 -2%
DSA
11
Davis Selected Advisers
Arizona
$1.17B +$51M +709,423 +5%
Northern Trust
12
Northern Trust
Illinois
$1.11B -$87.1M -1,211,778 -8%
Invesco
13
Invesco
Georgia
$1.03B -$130M -1,803,004 -12%
CS
14
Credit Suisse
Switzerland
$922M +$45.3M +630,084 +5%
Eagle Capital Management (New York)
15
Eagle Capital Management (New York)
New York
$872M +$24.1M +335,543 +3%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$866M +$22M +306,505 +3%
Dodge & Cox
17
Dodge & Cox
California
$853M +$368M +5,122,285 +83%
Harris Associates
18
Harris Associates
Illinois
$846M -$97.1M -1,351,503 -11%
BFA
19
BlackRock Fund Advisors
California
$784M +$25.2M +351,030 +3%
BG
20
BlackRock Group
United Kingdom
$709M +$38.5M +536,616 +6%
UBS AM
21
UBS AM
Illinois
$618M -$53.6M -745,993 -8%
Norges Bank
22
Norges Bank
Norway
$614M -$37.9M -527,195 -6%
Goldman Sachs
23
Goldman Sachs
New York
$604M +$124M +1,720,822 +27%
Grantham, Mayo, Van Otterloo & Co (GMO)
24
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$577M +$75.8M +1,055,162 +16%
O
25
OppenheimerFunds
New York
$576M +$41.5M +578,093 +8%