Jim Cramer Discussed These 12 Stocks

2. UnitedHealth Group Incorporated (NYSE:UNH)

Number of Hedge Fund Holders: 150

Commenting on how people are investing in light of tariffs, Cramer mentioned UnitedHealth Group Incorporated (NYSE:UNH) and said:

“Is the market reflecting any of this? No, but something else is happening too. People are investing in companies, just started yesterday, that don’t have all that much exposure to China or none. You can see it in healthcare, excluding drugs, which are still facing the possibility of their own set of tariffs. UnitedHealth Group and Humana are good examples. They were up once again. I mean it’s really incredible. Former up nearly 3%, The latter up 2%.”

UnitedHealth Group (NYSE:UNH) is a healthcare company that provides health benefit plans, care delivery, pharmacy services, and health management programs. It supplies software, consulting, and data products to businesses in the healthcare industry.

Parnassus Investments stated the following regarding UnitedHealth Group Incorporated (NYSE:UNH) in its Q4 2024 investor letter:

“We sold two Health Care positions during the quarter, pharmaceutical company AstraZeneca and insurerUnitedHealth Group Incorporated (NYSE:UNH). UnitedHealth’s business model is becoming higher-risk, which coupled with slowing Medicare Advantage growth and regulatory uncertainty led to us exiting the position.

After the UnitedHealth stock price recovered to its historical multiple in early November, we felt it was an opportune time to sell based on our concerns about slowing Medicare Advantage growth and the company’s growing business complexity and risk.”