"Every three months, the SEC's 13F filings open a small window into those moves, and the most recent Q2 batch shows billionaires piling into certain stocks. As the AI trade has lifted a narrow slice of mega caps to eye-watering valuations, a handful of once-beloved stocks have drifted into the discount rack. In turn, this has created the kind of gap that career money managers live to exploit."
"UnitedHealth Group has been undergoing a tumultuous 2025, with drama even spilling beyond Wall Street due to a high-profile assassination. Later, the company went through a period of turmoil, with the group's CEO stepping down in May for \"personal reasons\" and the company stripping out its guidance entirely. This was then met by investigations, followed by shareholder backlash for UnitedHealth's shift, which was supposedly misleading and defrauding them. Behind all this drama, however, was America's largest health insurer."
SEC 13F filings reveal billionaires increasing stakes in several beaten-down stocks after Q2, as AI-driven mega-cap gains left other names discounted. The three highlighted targets include UnitedHealth Group, Bristol-Myers Squibb, and Fiserv. UnitedHealth faced a tumultuous 2025 with a high-profile assassination, a CEO stepping down in May for "personal reasons", stripped guidance, investigations, and shareholder backlash. Despite the turmoil, UnitedHealth remained America's largest health insurer, grew revenue 12.91% in Q2 2025, reinstated guidance, and recovered over 50% from its lows. Billionaires such as David Tepper, Michael Burry, Michael Platt, Boykin Curry, and Bill Duhamel added positions, betting the moat endures.
Read at 24/7 Wall St.
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