Strong Results Bolster UnitedHealth’s (UNH) Recovery
Magellan Investment Partners, an Australian investment management company, released its second-quarter 2026 investor letter for “Magellan Global Opportunities Fund”.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | 8,785,300 | $2,377,214,327 | -9% | 0.38% | |
| 2. | 7,436,700 | $2,012,296,653 | -22% | 0.33% | |
| 3. | Eagle Capital Management Boykin Curry | 5,859,325 | $1,585,474,628 | +3% | 5.32% |
| 4. | Fisher Asset Management Ken Fisher | 5,237,701 | $1,417,269,746 | -2% | 0.48% |
| 5. | Arrowstreet Capital Peter Rathjens, Bruce Clarke And John Campbell | 3,425,381 | $926,873,845 | -8% | 0.5% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $291.12 | 17,175 | $4,999,919.02 | 203,796 | 2025-05-16 | Filing | |
| $288.57 | 86,700 | $25,019,019.00 | 679,493 | 2025-05-16 | Filing | |
| $320.80 | 1,533 | $491,786.40 | 6,033 | 2025-05-14 | Filing | |
| $271.17 | 3,700 | $1,003,329.00 | 3,818 | 2025-05-15 | Filing | |
| $312.16 | 300 | $93,646.89 | 6,063 | 2025-05-14 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $355.00 | 800 | $284,000.00 | 17,805 | 2026-04-23 | Filing | |
| $356.05 | 27 | $9,613.35 | 0 | 2025-09-11 | Filing | |
| $305.00 | 589 | $179,645.00 | 10,398 | 2025-06-10 | Filing | |
| $626.23 | 701 | $438,987.23 | 7,105 | 2024-11-11 | Filing | |
| $569.88 | 2,851 | $1,624,734.15 | 29,501 | 2024-07-17 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 1,731,505 | $719,665,425 | 0.62% | |
| 2. | 1,306,053 | $542,834,808 | 0.68% | |
| 3. | 1,103,370 | $458,593,637 | 1.03% | |
| 4. | 807,522 | $335,630,369 | 2.07% | |
| 5. | 542,271 | $225,945,535 | 1.11% |