UnitedHealth is a bellwether name and investors just needed confirmation to buy, says UBS' AJ Rice

at this hour and we'll start with the surge in shares of United Health today. Warren Buffett's Berkshire Hathaway revealing a stake of more than five million shares. Also, David Ter's Appaloosa adding to its United Health position and Michael Barry's Scion Asset Management also buying options.Joining us now, UBS analyst AJ Rice, who has a buy rating on the stock. So, we're highlighting uh AJ, some of the kind of the bullish moves we saw in 13F this quarter. There were also some bearish ones, too.Viking sold ...