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UnitedHealth

961 hedge funds and large institutions have $72.3B invested in UnitedHealth in 2014 Q2 according to their latest regulatory filings, with 64 funds opening new positions, 343 increasing their positions, 406 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 49

23% more call options, than puts

Call options by funds: $409M | Put options by funds: $331M

1% more funds holding

Funds holding: 954961 (+7)

0.59% more ownership

Funds ownership: 88.96%89.55% (+0.59%)

1% less capital invested

Capital invested by funds: $72.9B → $72.3B (-$601M)

16% less repeat investments, than reductions

Existing positions increased: 343 | Existing positions reduced: 406

17% less funds holding in top 10

Funds holding in top 10: 4840 (-8)

Holders
961
Holders Change
+7
Holders Change %
+0.73%
% of All Funds
27.62%
Holding in Top 10
40
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-16.67%
% of All Funds
1.15%
New
64
Increased
343
Reduced
406
Closed
49
Calls
$409M
Puts
$331M
Net Calls
+$77.4M
Net Calls Change
-$116M
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$4.73B +$81.7M +1,038,817 +2%
Wellington Management Group
2
Wellington Management Group
Massachusetts
$4.18B -$175M -2,222,871 -4%
Vanguard Group
3
Vanguard Group
Pennsylvania
$3.94B +$33.3M +423,592 +0.9%
State Street
4
State Street
Massachusetts
$3.67B -$27.6M -350,234 -0.8%
Capital World Investors
5
Capital World Investors
California
$3.09B -$1.57M -20,000 -0.1%
T. Rowe Price Associates
6
T. Rowe Price Associates
Maryland
$2.97B -$419M -5,321,672 -13%
JP Morgan Chase
7
JP Morgan Chase
New York
$2.56B +$240M +3,049,069 +11%
ClearBridge Investments
8
ClearBridge Investments
New York
$2.49B +$18.5M +235,725 +0.8%
Capital Research Global Investors
9
Capital Research Global Investors
California
$2.33B +$109M +1,380,400 +5%
BIT
10
BlackRock Institutional Trust
California
$2.09B -$12M -152,285 -0.6%
Dodge & Cox
11
Dodge & Cox
California
$1.35B +$272M +3,460,024 +26%
Norges Bank
12
Norges Bank
Norway
$1.32B +$633M +8,043,934 +100%
Northern Trust
13
Northern Trust
Illinois
$1.15B +$10.7M +135,954 +1%
DSA
14
Davis Selected Advisers
Arizona
$1.11B -$73M -927,995 -6%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$1.1B +$20.1M +254,884 +2%
Invesco
16
Invesco
Georgia
$1.02B -$4.62M -58,779 -0.5%
CS
17
Credit Suisse
Switzerland
$963M -$7.11M -90,325 -0.8%
Eagle Capital Management (New York)
18
Eagle Capital Management (New York)
New York
$955M -$2.72M -34,525 -0.3%
BFA
19
BlackRock Fund Advisors
California
$899M +$21.1M +267,553 +2%
Harris Associates
20
Harris Associates
Illinois
$836M +$4.47M +56,800 +0.6%
FMI
21
Fiduciary Management Inc
Wisconsin
$835M -$17.5M -222,790 -2%
BG
22
BlackRock Group
United Kingdom
$806M +$13.8M +174,787 +2%
LP
23
Longview Partners
Guernsey
$693M +$209M +2,662,251 +46%
Geode Capital Management
24
Geode Capital Management
Massachusetts
$608M -$13.7M -174,501 -2%
Hotchkis & Wiley Capital Management
25
Hotchkis & Wiley Capital Management
California
$564M +$23.1M +293,513 +4%