September 1, 2021
Hedge fund managers have an above-average taste for Health Care stocks, according to recent regulatory filings. The latest round of 13-F disclosures suggest that, in aggregate, they have a net exposure of 14.20% to the sector, versus the broader market's 12.88%. This partially offsets hedgies' comparative lack of interest in Information Technology.
Specifically, Johnson & Johnson is highly popular, as is UnitedHealth, both with more than 180 owners within the hedge fund universe.
If you're looking for a couple midcaps that have attracted outsized interest, those names would be slumping healthcare payments platform Signify Health and surging dialysis provider DaVita.