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UnitedHealth

972 hedge funds and large institutions have $74.2B invested in UnitedHealth in 2014 Q3 according to their latest regulatory filings, with 68 funds opening new positions, 313 increasing their positions, 432 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 47

23% more funds holding in top 10

Funds holding in top 10: 4049 (+9)

1% more funds holding

Funds holding: 961972 (+11)

3% more capital invested

Capital invested by funds: $72.3B → $74.2B (+$1.94B)

1.27% less ownership

Funds ownership: 89.55%88.28% (-1.3%)

18% less call options, than puts

Call options by funds: $414M | Put options by funds: $502M

28% less repeat investments, than reductions

Existing positions increased: 313 | Existing positions reduced: 432

Holders
972
Holders Change
+11
Holders Change %
+1.14%
% of All Funds
28.21%
Holding in Top 10
49
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+22.5%
% of All Funds
1.42%
New
68
Increased
313
Reduced
432
Closed
47
Calls
$414M
Puts
$502M
Net Calls
-$88.5M
Net Calls Change
-$166M
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$4.87B -$120M -1,422,911 -2%
Wellington Management Group
2
Wellington Management Group
Massachusetts
$4.36B -$55.7M -658,797 -1%
Vanguard Group
3
Vanguard Group
Pennsylvania
$4.22B +$59.7M +706,705 +1%
State Street
4
State Street
Massachusetts
$3.92B +$48.6M +575,321 +1%
Capital World Investors
5
Capital World Investors
California
$3.26B
T. Rowe Price Associates
6
T. Rowe Price Associates
Maryland
$3B -$132M -1,556,290 -4%
ClearBridge Investments
7
ClearBridge Investments
New York
$2.64B +$13.9M +164,789 +0.5%
JP Morgan Chase
8
JP Morgan Chase
New York
$2.54B -$154M -1,826,439 -6%
Capital Research Global Investors
9
Capital Research Global Investors
California
$2.48B +$19.1M +226,000 +0.8%
BIT
10
BlackRock Institutional Trust
California
$2.2B -$12.4M -146,863 -0.6%
Dodge & Cox
11
Dodge & Cox
California
$1.46B +$31.2M +369,190 +2%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$1.24B +$75.1M +888,663 +7%
Northern Trust
13
Northern Trust
Illinois
$1.17B -$42.5M -502,785 -4%
DSA
14
Davis Selected Advisers
Arizona
$1.14B -$21M -248,828 -2%
CS
15
Credit Suisse
Switzerland
$1.07B +$52.9M +625,916 +5%
Eagle Capital Management (New York)
16
Eagle Capital Management (New York)
New York
$1.01B -$380K -4,493 -0%
BFA
17
BlackRock Fund Advisors
California
$987M +$37.7M +445,858 +4%
Invesco
18
Invesco
Georgia
$949M -$129M -1,529,540 -12%
Harris Associates
19
Harris Associates
Illinois
$865M -$16.4M -194,490 -2%
FMI
20
Fiduciary Management Inc
Wisconsin
$859M -$21.3M -251,997 -2%
BG
21
BlackRock Group
United Kingdom
$857M +$6.1M +72,153 +0.7%
LP
22
Longview Partners
Guernsey
$724M -$6.27M -74,185 -0.9%
Norges Bank
23
Norges Bank
Norway
$694M -$680M -8,043,934 -50%
Geode Capital Management
24
Geode Capital Management
Massachusetts
$641M -$95.7K -1,133 -0%
EIP
25
Epoch Investment Partners
New York
$561M -$4.45M -52,704 -0.8%