Benzinga·2025-08-15 15:00Core Viewpoint - UnitedHealth Group's stock is experiencing a significant increase following the disclosure of long positions by several large investors, including notable figures like Warren Buffett and Michael Burry, alongside a surprising endorsement from short seller Andrew Left of Citron Research [1][6][7]. Investment Activity - Citron Research, led by Andrew Left, has taken a long position in UnitedHealth Group, highlighting a market rotation towards healthcare and the potential for AI to transform the industry, leading to efficiency gains [2][3]. - Warren Buffett's Berkshire Hathaway disclosed a stake of 5,039,564 shares in UnitedHealth in its recent 13F filing, marking a significant investment in the company [6]. - Michael Burry's Scion Asset Management reported holding 350,000 call options and 20,000 shares of UnitedHealth, indicating a new investment for Burry in the second quarter [7]. Market Performance - UnitedHealth's stock price rose by 11.5% to $303.19, despite a year-to-date decline of 39.9% in 2025, with a 52-week trading range between $234.60 and $630.73 [9]. Industry Outlook - Citron emphasized that healthcare is the leading industry set for transformation through AI, which could enhance margins and accelerate earnings growth for companies like UnitedHealth [3][4]. - The focus is on investing in established companies that will leverage AI for innovation rather than speculative AI stocks [4].