
On Friday, high-profile investors Michael Burry and Warren Buffett took positions in UnitedHealth Group Inc. (NYSE:UNH). Warren Buffett's fund bought little more than 5 million shares, and Burry disclosed in 13F filings that he purchased call contracts against 350,000 shares of UnitedHealth.
The holdings suggest Burry is betting on a sector turnaround, particularly as Medicare Advantage rates have exceeded expectations for 2026, and UnitedHealth's competitive positioning remains strong despite recent setbacks.