Multiple Challenges Hit UnitedHealth Group (UNH) in Q2

Core Insights - Macquarie Asset Management's "Macquarie Large Cap Growth Fund" reported a positive return of 11.24% in Q2 2025, but underperformed the Russell 1000 Growth Index, which returned 17.84% [1] - The fund highlighted UnitedHealth Group Incorporated (NYSE:UNH) as a significant stock, which had a one-month return of 10.44% but lost 41.28% over the past 52 weeks [2] - UnitedHealth Group's revenue for Q2 2025 was nearly $112 billion, reflecting a 13% increase year-over-year [4] Fund Performance - The Macquarie Large Cap Growth Fund experienced volatility due to government policy changes and geopolitical events but ended the quarter with robust equity market performance [1] - The Fund's Institutional Class shares underperformed compared to the benchmark index [1] UnitedHealth Group Analysis - UnitedHealth Group is the largest health insurance company in the U.S., facing challenges such as increased utilization and coding issues affecting reimbursement [3] - The company is expected to self-correct these issues over time as it adjusts premiums and benefits [3] - UnitedHealth Group is ranked 18th among the 30 Most Popular Stocks Among Hedge Funds, with 159 hedge fund portfolios holding its shares at the end of Q2 2025 [4]