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UnitedHealth

1,108 hedge funds and large institutions have $86.1B invested in UnitedHealth in 2014 Q4 according to their latest regulatory filings, with 193 funds opening new positions, 351 increasing their positions, 424 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

329% more first-time investments, than exits

New positions opened: 193 | Existing positions closed: 45

43% more funds holding in top 10

Funds holding in top 10: 4970 (+21)

16% more capital invested

Capital invested by funds: $74.2B → $86.1B (+$11.9B)

14% more funds holding

Funds holding: 9721,108 (+136)

0.27% more ownership

Funds ownership: 88.28%88.55% (+0.27%)

17% less repeat investments, than reductions

Existing positions increased: 351 | Existing positions reduced: 424

33% less call options, than puts

Call options by funds: $417M | Put options by funds: $625M

Holders
1,108
Holders Change
+136
Holders Change %
+13.99%
% of All Funds
29.55%
Holding in Top 10
70
Holding in Top 10 Change
+21
Holding in Top 10 Change %
+42.86%
% of All Funds
1.87%
New
193
Increased
351
Reduced
424
Closed
45
Calls
$417M
Puts
$625M
Net Calls
-$208M
Net Calls Change
-$119M
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$5.79B +$81.8M +862,823 +2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$5.06B +$106M +1,117,635 +2%
Wellington Management Group
3
Wellington Management Group
Massachusetts
$4.93B -$171M -1,802,129 -4%
State Street
4
State Street
Massachusetts
$4.72B +$118M +1,248,051 +3%
Capital World Investors
5
Capital World Investors
California
$3.82B
T. Rowe Price Associates
6
T. Rowe Price Associates
Maryland
$3.03B -$456M -4,808,043 -14%
ClearBridge Investments
7
ClearBridge Investments
New York
$2.93B -$157M -1,654,903 -5%
Capital Research Global Investors
8
Capital Research Global Investors
California
$2.9B +$1.52M +16,046 +0.1%
JP Morgan Chase
9
JP Morgan Chase
New York
$2.69B -$269M -2,837,236 -10%
BIT
10
BlackRock Institutional Trust
California
$2.56B -$14.8M -155,721 -0.6%
Dodge & Cox
11
Dodge & Cox
California
$1.71B -$1.88M -19,807 -0.1%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$1.36B -$92M -971,118 -7%
Northern Trust
13
Northern Trust
Illinois
$1.36B -$10.4M -109,788 -0.8%
BFA
14
BlackRock Fund Advisors
California
$1.22B +$57.5M +606,295 +5%
CS
15
Credit Suisse
Switzerland
$1.21B -$38.1M -401,692 -3%
DSA
16
Davis Selected Advisers
Arizona
$1.16B -$172M -1,812,135 -14%
Eagle Capital Management (New York)
17
Eagle Capital Management (New York)
New York
$1.14B -$37.7M -397,683 -3%
BG
18
BlackRock Group
United Kingdom
$998M -$6.31M -66,604 -0.7%
FMI
19
Fiduciary Management Inc
Wisconsin
$991M -$14.4M -151,554 -2%
Harris Associates
20
Harris Associates
Illinois
$955M -$55M -579,850 -6%
LP
21
Longview Partners
Guernsey
$842M -$6.75M -71,205 -0.8%
Norges Bank
22
Norges Bank
Norway
$833M +$18.2M +191,682 +2%
Geode Capital Management
23
Geode Capital Management
Massachusetts
$767M +$15.7M +165,228 +2%
AllianceBernstein
24
AllianceBernstein
Tennessee
$723M +$114M +1,198,662 +20%
Invesco
25
Invesco
Georgia
$720M -$367M -3,872,198 -35%