LongUNHJul 2026
UnitedHealth Group Incorporated
UnitedHealth suffered a severe drawdown after unexpectedly high healthcare usage and a push into unprofitable business damaged results. Management has responded by raising rates…
UNH
Which hedge funds are long UNH?
6 published ideas on UnitedHealth Group Incorporated across 5 funds — 6 long and 0 short.
UnitedHealth Group Incorporated hedge fund investment theses
Each stock pitch below comes from a fund manager's own investor letter, not a 13F filing, so it carries the reasoning behind the portfolio position on UnitedHealth Group Incorporated: the full investment thesis, the risks the manager flagged, the conviction level and the time horizon. Positions may have changed since the letter was written.
Funds with a position view
Long theses
LongUNHJun 2026
UnitedHealth Group
Artemis initiated a position in UnitedHealth because its shares looked attractively valued. The team expects the company's profits to recover, making the current valuation…
LongUNHJun 2026
UnitedHealth Group Incorporated
Eagle believes the managed-care cycle has bottomed after several years of cost and pricing pressure in Medicare Advantage and Medicaid. UnitedHealth has significant scale…
LongUNHJun 2026
UnitedHealth Group Incorporated
UnitedHealth is an example of the type of AI user Auxier prefers: a company applying the technology to measurable operating problems rather than spending heavily on speculative…
LongUNHJun 2026
UnitedHealth Group
UnitedHealth combines insurance through UnitedHealthcare with healthcare services through Optum, creating an integrated platform for value-based care. Quarterly revenue beat…
LongUNHSep 2026
UnitedHealth Group
Auxier believes UnitedHealth is using AI in a disciplined way to improve existing operations rather than making speculative infrastructure investments. Automation in…