Omnicare, a subsidiary of health insurer CVS Health , said on Monday it has filed for bankruptcy to resolve issues related to its recent litigation in the U.S. District Court for the Southern District... ...

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]

Accessibility StatementSkip Navigation HARTFORD, Conn., Sept. 22, 2025 /PRNewswire/ -- Aetna, a CVS Health company (NYSE: CVS), today announced it will scale the Aetna Clinical Collaboration (ACC) program to ten hospitals by year-end, with implementations underway with AdventHealth Shawnee Mission, Houston Methodist and WakeMed Health & Hospitals. The ACC program brings Aetna nurses together with hospital staff, working side-by-side to help Medicare Advantage members get the care and support they need to ...

CVS Health's Aetna insurance arm will expand a nascent program pairing members in its privately run Medicare plans with nurses - an effort the company says will reduce hospital readmissions, which are... ...

Group 1 - UnitedHealth Group Incorporated (NYSE:UNH) is actively engaging with Washington officials to mitigate potential legal challenges, indicating a strategic approach to its current situation [1] - Concerns regarding investigations for Medicare fraud appear to be diminishing, suggesting a potential stabilization for the company [1] - Investment advice suggests that if purchasing UNH, it may be more prudent to use options (calls) rather than common stock [1] Group 2 - UnitedHealth Group provides a range of services including health insurance plans, pharmacy benefits, and care services, along with technology and consulting solutions through its Optum businesses [2]

This player could be a great recovery story.Investors love to have a look at what stocks billionaires are buying and selling. And the reason is simple. Billionaires generally are experts, having demonstrated their ability over time to pick out the right stocks and turn investments into wealth -- for themselves and for clients. The idea is that by following some of their moves, we, too, may see the value of our portfolios take off.Of course, not every move will be right for us. A particular billionaire, for ...

Group 1 - The article discusses the author's previous prediction regarding UnitedHealth's stock performance, stating it would continue to decline for the rest of the year, which has not materialized as expected [1] - The author emphasizes a generalist investment approach, focusing on sectors with perceived alpha potential compared to the S&P 500, with typical holding periods ranging from a few quarters to multiple years [1] - The research methodology includes maintaining comprehensive spreadsheets with historical financial data, key metrics, guidance trends, and performance indicators, while also monitoring industry news and reports [1] Group 2 - The author prefers not to build discounted cash flow (DCF) models for long-term projections, believing it adds limited value, and instead focuses on assessing a company's historical performance and outlook on key valuation drivers [1]

Group 1 - CVS Health Corporation is recognized as one of the 15 Best Performing Dividend Stocks in 2025 [1] - The company has expanded beyond a pharmacy chain to include in-store clinics offering various health services and owns Aetna, covering approximately 36 million members, making it the fifth-largest insurer in the U.S. [2] - CVS holds a 27% share of the nationwide prescription market, with strong performance reflected in its second-quarter results, where both revenue and earnings exceeded Wall Street expectations [3] Group 2 - Management raised its full-year earnings guidance from $6.00–$6.20 per share to $6.30–$6.40, contributing to an 18% stock price increase in August [3] - CVS has been a consistent dividend payer since 1997, currently offering a quarterly dividend of $0.665 per share, resulting in a dividend yield of 3.64% as of September 15 [4]

Core Insights - Oscar Health (OSCR) is characterized by high volatility, leading to elevated option premiums, making cash-secured puts an attractive strategy for traders looking to buy the stock at a discount [1][6]. Cash-Secured Put Strategy - A cash-secured put involves writing a put option while setting aside enough cash to purchase the stock if assigned [1]. - For example, selling an October 17 put with a strike price of $17 could generate approximately $110 in premium, obligating the seller to buy 100 shares at that price if assigned [3]. Financial Metrics and Returns - The break-even price for this trade is calculated at $15.90, which is 10.5% below the stock's recent close [4]. - If the stock remains above $17 at expiration, the put expires worthless, yielding a 6.92% return on capital at risk, equating to around 84% on an annualized basis [4]. Risk Considerations - The maximum loss occurs if Oscar Health stock falls to zero, resulting in a loss of $1,590, although investors typically would exit before reaching this point [5]. - The risk profile of cash-secured puts is similar to outright stock ownership, with potential losses offset by the premium received [4]. Earnings and Ratings - Oscar Health has already reported its second-quarter earnings, eliminating earnings risk for this trade [6]. - Investor's Business Daily assigns Oscar Health a Composite Rating of 50 out of 99, with an Earnings Per Share Rating of 27 and a Relative Strength Rating of 73, ranking 43rd in its group [7].

Group 1 - Blue Shield of California has restructured to improve its finances, creating a new parent company called Ascendiun to oversee its operations and services [3][4] - Stellarus, a platform developed by Blue Shield, integrates over 60 datasets to support various healthcare tools, including member communications and population health management [3][4] - The company aims to sell its services to other Blues plans that lack the resources to develop similar capabilities independently [4][5] Group 2 - Blue Cross Blue Shield of Kansas and Hawaii Medical Service Association have joined Stellarus as early adopters, each taking a stake in the company and receiving a board seat [5][7] - The partnership is expected to enhance technological capabilities while maintaining local independence for the participating plans [5][6] - Stellarus will provide a comprehensive data hub and services such as member engagement and prior authorization automation to its partners [7]