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UnitedHealth
UNH

Overview Fund Activity

954 hedge funds and large institutions have $72.9B invested in UnitedHealth in 2014 Q1 according to their latest regulatory filings, with 84 funds opening new positions, 342 increasing their positions, 395 reducing their positions, and 63 closing their positions.

Holders
954
Holders Change
+8
Holders Change %
+0.85%
% of All Funds
27.57%
Holding in Top 10
48
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+50%
% of All Funds
1.39%
New
84
Increased
342
Reduced
395
Closed
63
Calls
$447M
Puts
$254M
Net Calls
+$193M
Net Calls Change
+$360M

Top Buyers

1
IIS
1
Ignis Investment Services
United Kingdom
$491M
2
LP
2
Longview Partners
Guernsey
$476M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$4.66B
4
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$3.41B
5
FMI
5
Fiduciary Management Inc
Wisconsin
$855M

Top Sellers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$2.22B
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$2.31B
3
State Street
3
State Street
Massachusetts
$3.71B
4
UBS AM
4
UBS AM
Illinois
$495M
5
Boston Partners
5
Boston Partners
Massachusetts
$116M
Name Market Value Shares Shares
Change 		Shares
Change %
Fidelity Investments
1
Fidelity Investments
Massachusetts
$4.66B 56,840,014 +5,633,071 +11%
Wellington Management Group
2
Wellington Management Group
Massachusetts
$4.38B 53,414,853 +3,627,430 +7%
Vanguard Group
3
Vanguard Group
Pennsylvania
$3.92B 47,832,842 +456,054 +1%
State Street
4
State Street
Massachusetts
$3.71B 45,219,888 -2,204,563 -5%
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$3.41B 41,643,623 +5,074,015 +14%
Capital World Investors
6
Capital World Investors
California
$3.1B 37,852,000 – –
ClearBridge Investments
7
ClearBridge Investments
New York
$2.48B 30,205,835 +652,919 +2%
JPMorgan Chase & Co
8
JPMorgan Chase & Co
New York
$2.31B 28,210,148 -4,749,162 -14%
Capital Research Global Investors
9
Capital Research Global Investors
California
$2.22B 27,108,390 -10,195,233 -27%
BIT
10
BlackRock Institutional Trust
California
$2.11B 25,769,761 -72,626 -0.3%
DSA
11
Davis Selected Advisers
Arizona
$1.18B 14,450,329 -1,139,338 -7%
Northern Trust
12
Northern Trust
Illinois
$1.14B 13,902,656 -791,926 -5%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$1.09B 13,255,546 +1,754,019 +15%
Dodge & Cox
14
Dodge & Cox
California
$1.07B 13,078,536 +1,755,551 +16%
Invesco
15
Invesco
Georgia
$1.03B 12,587,773 -1,150,618 -8%
CS
16
Credit Suisse
Switzerland
$973M 11,868,945 -372,960 -3%
Eagle Capital Management (New York)
17
Eagle Capital Management (New York)
New York
$960M 11,714,083 +134,889 +1%
BFA
18
BlackRock Fund Advisors
California
$879M 10,724,421 +318,301 +3%
FMI
19
Fiduciary Management Inc
Wisconsin
$855M 10,432,950 +4,819,650 +86%
Harris Associates
20
Harris Associates
Illinois
$833M 10,164,974 -1,067,548 -10%
BG
21
BlackRock Group
United Kingdom
$795M 9,690,283 +271,187 +3%
Norges Bank
22
Norges Bank
Norway
$660M 8,043,934 -107,020 -1%
Geode Capital Management
23
Geode Capital Management
Massachusetts
$624M 7,611,059 -14,874 -0.2%
Grantham, Mayo, Van Otterloo & Co (GMO)
24
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$602M 7,348,107 -316,458 -4%
Goldman Sachs
25
Goldman Sachs
New York
$543M 6,624,004 -1,402,476 -17%
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