动图由豆包AI「照片动起来」生成 市场避之不及，巴菲特等大佬齐抄底，"押宝"联合健康集团。 根据伯克希尔·哈撒韦最新披露的13F文件， 该公司在第二季度新建504万股联合健康集团（UnitedHealth Group），持股市值约15.7亿美元，时隔十四年重 返医疗保险板块。 华尔街见闻此前提及，知名对冲基金经理David Tepper旗下Appaloosa基金也 在二季度大举增持230万股联合健康，持股市值达7.6亿美元， 成为该基金仅次于 阿里巴巴的第二大持仓。 根据目前公开的信息，对冲基金巨头文艺复兴也在二季度增持了135万股联合健康、基金公司Dodge&Cox则大幅加仓了473万股，包括传奇投资者Michael Burry以及沙特公共投资基金PIF也购入了该公司的看涨期权。 | Q2 2025: Based on 13-F filings from 68 Managers) | | | --- | --- | | IT Fund Manager - Fund Name | UNH | | Dodge & Cox | $1,870.19M | | Warren Buffett - Berkshire H ...

Core Viewpoint - Despite facing significant challenges, UnitedHealth Group has attracted investments from prominent figures like Warren Buffett, indicating a potential recovery and trust in the company's long-term prospects [1][3][5]. Group 1: Investment Activity - Berkshire Hathaway acquired 5.04 million shares of UnitedHealth Group in Q2, with a market value of approximately $1.57 billion, marking its return to the health insurance sector after 14 years [1][2]. - David Tepper's Appaloosa Fund increased its holdings by 2.3 million shares, valued at $760 million, making it the second-largest position after Alibaba [1][2]. - Renaissance Technologies and Dodge & Cox also increased their stakes, with Renaissance adding 1.35 million shares and Dodge & Cox adding 4.73 million shares [1][2]. Group 2: Company Challenges - UnitedHealth is experiencing its worst year since the 2008 financial crisis, having suspended its annual performance guidance and replaced its CEO amid a criminal investigation by the U.S. Department of Justice [2][5]. - The company's stock has dropped nearly 45% this year, making it one of the worst performers in the S&P 500 [3][5]. - The DOJ is investigating UnitedHealth's billing practices in its Medicare Advantage plans, raising concerns about potential overbilling [5][6]. Group 3: Financial Performance - In 2024, UnitedHealth reported revenues of $400.3 billion and a net profit exceeding $14.4 billion, demonstrating strong profitability [6][7]. - The company's stock has historically been viewed as a "safe and stable" dividend growth stock, with a significant increase in value over the past 20 years despite recent declines [7]. - The current price-to-earnings ratio of 12 indicates a notable attractiveness in valuation, as the stock has returned to 2020 levels [7].