Andreas Halvorsen Bets On A Healthy Comeback For UnitedHealth
1. Viking Global increased its UNH stake, now 3.56% of its portfolio. 2. UNH shares have struggled amid scrutiny over Medicare Advantage reimbursement. 3. Halvorsen's bet on UNH signals potential recovery in healthcare sector. 4. Viking's diversification reflects a strategic long-term approach to investments. 5. UNH's integrated care model could prove resilient in the market.