亿万富豪David Tepper第二季度增持陷入困境的联合健康集团再次彰显反向投资的风格。根据周四提交的13F披露文件以

智通财经
Aug 15
亿万富豪David Tepper第二季度增持陷入困境的联合健康集团再次彰显反向投资的风格。根据周四提交的13F披露文件以及对数据的分析Tepper旗下的Appaloosa Management将阿里巴巴仓位减持逾20%至710万份不过这部分头寸价值约为8.02亿美元仍是Appaloosa第一大重仓股。Tepper还把京东仓位减持了13%将百度减持19%把拼多多头寸减少逾50%。Appaloosa还增持了联合健康集团230万股股票价值达7.64亿美元。联合健康在Appaloosa的64.5亿美元的股票投资组合中占比约11.9%成为继阿里巴巴之后第二大重仓股。

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