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UnitedHealth
UNH

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.

New
Increased
Maintained
Reduced
Closed

76% more call options, than puts

Call options by funds: $447M | Put options by funds: $254M

50% more funds holding in top 10

Funds holding in top 10: 32 → 48 (+16)

33% more first-time investments, than exits

New positions opened: 84 | Existing positions closed: 63

11% more capital invested

Capital invested by funds: $65.6B → $72.9B (+$7.24B)

2.63% more ownership

Funds ownership: 86.33% → 88.96% (+2.6%)

1% more funds holding

Funds holding: 946 → 954 (+8)

13% less repeat investments, than reductions

Existing positions increased: 342 | Existing positions reduced: 395

Holders
954
Holders Change
+8
Holders Change %
+0.85%
% of All Funds
27.56%
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
LP
Longview Partners
Guernsey
+$437M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$424M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$382M
4
FMI
Fiduciary Management Inc
Wisconsin
+$363M
5
Wellington Management Group
Wellington Management Group
Massachusetts
+$273M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$767M
2
JP Morgan Chase
JP Morgan Chase
New York
-$357M
3
State Street
State Street
Massachusetts
-$166M
4
UBS AM
UBS AM
Illinois
-$164M
5
Boston Partners
Boston Partners
Massachusetts
-$164M
Name Holding Trade Value Shares
Change 		Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$4.66B +$424M +5,633,071 +11%
Wellington Management Group
2
Wellington Management Group
Massachusetts
$4.38B +$273M +3,627,430 +7%
Vanguard Group
3
Vanguard Group
Pennsylvania
$3.92B +$34.3M +456,054 +1%
State Street
4
State Street
Massachusetts
$3.71B -$166M -2,204,563 -5%
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$3.41B +$382M +5,074,015 +14%
Capital World Investors
6
Capital World Investors
California
$3.1B – – –
ClearBridge Investments
7
ClearBridge Investments
New York
$2.48B +$49.1M +652,919 +2%
JP Morgan Chase
8
JP Morgan Chase
New York
$2.31B -$357M -4,749,162 -14%
Capital Research Global Investors
9
Capital Research Global Investors
California
$2.22B -$767M -10,195,233 -27%
BIT
10
BlackRock Institutional Trust
California
$2.11B -$5.47M -72,626 -0.3%
DSA
11
Davis Selected Advisers
Arizona
$1.18B -$85.8M -1,139,338 -7%
Northern Trust
12
Northern Trust
Illinois
$1.14B -$59.6M -791,926 -5%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$1.09B +$132M +1,754,019 +15%
Dodge & Cox
14
Dodge & Cox
California
$1.07B +$132M +1,755,551 +16%
Invesco
15
Invesco
Georgia
$1.03B -$86.6M -1,150,618 -8%
CS
16
Credit Suisse
Switzerland
$973M -$28.1M -372,960 -3%
Eagle Capital Management (New York)
17
Eagle Capital Management (New York)
New York
$960M +$10.2M +134,889 +1%
BFA
18
BlackRock Fund Advisors
California
$879M +$24M +318,301 +3%
FMI
19
Fiduciary Management Inc
Wisconsin
$855M +$363M +4,819,650 +86%
Harris Associates
20
Harris Associates
Illinois
$833M -$80.4M -1,067,548 -10%
BG
21
BlackRock Group
United Kingdom
$795M +$20.4M +271,187 +3%
Norges Bank
22
Norges Bank
Norway
$660M -$8.06M -107,020 -1%
Geode Capital Management
23
Geode Capital Management
Massachusetts
$624M -$1.12M -14,874 -0.2%
Grantham, Mayo, Van Otterloo & Co (GMO)
24
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$602M -$23.8M -316,458 -4%
Goldman Sachs
25
Goldman Sachs
New York
$543M -$106M -1,402,476 -17%
1
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UNH Hedge Fund Activity: Q1 2014 in Review

954 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in UnitedHealth (UNH) for Q1 2014, worth a combined $72.9B — up 11% from $65.6B a quarter earlier.

Buyers outnumbered sellers: 84 funds opened new UNH positions and 63 closed out — a net gain of 21 holders — while 342 added to existing stakes and 395 trimmed.

The largest buyer was Longview Partners, opening a new position worth an estimated $437M. The largest seller was Capital Research Global Investors, cutting an estimated $767M.

  • 954 institutional investors held UnitedHealth (UNH) as of Q1 2014, up from 946 in Q4 2013.
  • Funds reported $72.9B of UnitedHealth stock for Q1 2014, up 11% quarter-over-quarter.
  • 84 funds opened new UnitedHealth positions in Q1 2014 and 63 closed out, a net change of +21 holders.
  • The largest UnitedHealth buyer in Q1 2014 was Longview Partners, an estimated $437M added.
  • The largest UnitedHealth seller in Q1 2014 was Capital Research Global Investors, an estimated $767M sold.

Based on aggregated 13F filings for Q1 2014.