Group 1 - Hedge funds sold more U.S. healthcare stocks than they bought for the first time in 14 weeks, indicating a shift in market sentiment as expiring subsidies create uncertainty [1][3] - Approximately 24 million Americans purchase health insurance through the Affordable Care Act, with subsidies set to expire on December 31 unless Congress intervenes, potentially leading to increased costs for consumers [2] - Hedge funds were net sellers of healthcare providers, services, pharmaceuticals, and biotech firms, with short positions significantly outnumbering long positions by more than eight to one, reflecting a bearish outlook [3] Group 2 - Rising healthcare costs and consumer prices are contributing to public discontent, which may impact the upcoming 2026 midterm elections [4] - A bill backed by House Republicans aims to cut premiums for some while reducing subsidies and increasing costs for others, set to take effect in January 2027, shortly after the elections [4] - In November, telehealth firm Him & Hers and scientific instrument maker Bruker emerged as top short picks among mid-sized U.S. stocks, indicating a focus on potential declines in these companies [5]