CI Cigna Corp

Michael Burry, known for "The Big Short," has taken a long position in Molina Healthcare (MOH), likening it to an early-stage GEICO. Despite the company's recent struggles with slowing revenue growth and thin margins, Burry sees Molina as a "special one" with a clearer path to long-term earnings growth than many large-cap peers, even suggesting Warren Buffett would invest in it if he were younger and scaling his insurance investments. Analysts, however, mostly maintain neutral ratings, seeing limited upside for the stock.

Artisan Value Fund divested its position in Dollar General (NYSE: DG) due to concerns about the sustainability of its turnaround, citing tough competition and a weak lower-income consumer base. While acknowledging the company's progress, the fund believes other investment opportunities, particularly in AI stocks, offer greater upside potential and less downside risk. Despite the fund's exit, Dollar General saw a 24.98% one-month return and an 81.38% gain over 52 weeks, with 54 hedge funds holding positions at the end of the third quarter.

Artisan Value Fund recently invested in Elevance Health, Inc. (NYSE:ELV), highlighting its potential for recovery as pricing adjusts to increasing costs and its stock price multiple normalizes. This move comes as the fund swapped Cigna for Elevance due to differences in business mix, particularly regarding PBM reform risks. Elevance, one of the largest health insurers, is seen as undervalued with depressed earnings expected to recover.

UnitedHealth Group Incorporated (UNH) shares fell after hours due to its UnitedHealthcare unit delaying a policy that would have tightened reimbursement for remote physiologic monitoring. This delay comes as investors anticipate UnitedHealth's full-year results and 2026 guidance, focusing on how the insurer plans to manage medical costs and regulatory risks. The market is also closely watching other industry developments, including scrutiny of insurer-owned pharmacy operations and a federal judge blocking Idaho's enforcement of unfair-competition law against UnitedHealthcare.

Marathon Asset Management Ltd has reduced its stake in Healthcare Services Group, Inc. (HCSG) by 26.3%, selling 335,589 shares, though it still owns 939,641 shares valued at approximately $15.8 million. Despite this, other institutional investors like Arrowstreet Capital significantly increased their positions, and institutions and hedge funds collectively own about 97.97% of the stock. Analysts hold a "Hold" consensus rating with a $19.40 target price, and the company recently beat EPS estimates while reporting an 8.5% year-over-year revenue growth.

ZeOmega has been recognized as a "Visionary Incumbent" in the 2025 Gartner Market Guide for U.S. Healthcare Payer Care Management Workflow Applications, a recognition they believe highlights their efforts to modernize payer care management amid evolving regulatory and technological demands. The company's Jiva Population Health Enterprise Management Platform addresses critical needs in healthcare by leveraging AI and analytics to automate workflows, identify at-risk populations, facilitate data exchange, and enhance member engagement. This acknowledgment affirms ZeOmega's commitment to providing advanced solutions that help health plans adapt to shifting policies, clinical standards, and member expectations, ultimately driving better outcomes.