UnitedHealth Group Incorporated (UNH): A Bull Case Theory
We came across a bullish thesis on UnitedHealth Group Incorporated on DIY Investor’s Substack. In this article, we will summarize the bulls’ thesis on UNH.
Unitedhealth Group Inc (UNH)
Market is closed
Sector: Hospital & Medical Service Plans
Hedge Fund Popularity
Hedge Fund Holdings
Filing Period: Filing is Ongoing
Last updated on based on SEC 13F filings Last update:
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Yacktman Asset Management Donald Yacktman | 167,550 | $55,309,931 | -5% | 0.77% |
| 2. | Bailard Inc Thomas Bailard | 60,224 | $19,880,591 | -6% | 0.44% |
| 3. | Polaris Capital Management Bernard Horn | 44,712 | $14,759,878 | -10% | 1.22% |
| 4. | First Eagle Investment Management Jean-Marie Eveillard | 39,068 | $12,896,738 | -1% | 0.02% |
| 5. | Beech Hill Partners Paul Cantor, Joseph Weiss, And Will Wurm | 10,432 | $3,443,852 | -1% | 1.65% |
Insider Trading: Purchases See All
| 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 Trading: Sales See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $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 | |
| $579.03 | 1,500 | $868,537.95 | 7,785 | 2024-07-18 | Filing |
Institutional Investors' Holdings
Filing Period: Filing is Ongoing
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 91,600,260 | $30,238,161,829 | 0.44% | |
| 2. | Imc-chicago, LlcCALL | 5,709,100 | $1,884,631,001 | 0.68% |
| 3. | 3,642,000 | $1,202,260,620 | 0.44% | |
| 4. | 2,723,663 | $899,108,395 | 0.15% | |
| 5. | 2,670,891 | $881,687,828 | 0.52% |
News See All
Bernstein Reiterates Outperform on UnitedHealth (UNH) Amid Medicare Advantage Volatility
UnitedHealth Group Incorporated (NYSE:UNH) ranks among the stocks with the lowest forward PE ratios.
UnitedHealth Group (UNH) Price Target Cut by $30 at Wells Fargo
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RBC Capital Sees Long-Term Growth Intact at UnitedHealth (UNH) Despite CMS Uncertainty
On January 28, RBC Capital cut its price recommendation on UnitedHealth Group Incorporated (NYSE:UNH) to $361 from $408. However, it kept an Outperform rating on the stock.
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UnitedHealth (UNH) Sees Modest Target Cut at Morgan Stanley as Outlook Stabilizes
On January 26, Morgan Stanley analyst Erin Wright trimmed her price target on UnitedHealth Group Incorporated (NYSE:UNH) to $409 from $411, while keeping an Overweight rating ahead of the Q4 report.
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UnitedHealth (UNH) Loses 19.6% on Weak Outlook, Medicare Payment Update
UnitedHealth dropped its share prices by 19.61 percent on Tuesday to close at $282.70 apiece as investors soured on its weaker outlook for 2026, as well as disappointing Medicare Advantage payment rates...
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