---
title: "Bloomberg analysis shows that the Hengkang disciplined value fund added Cummins Inc. in July and com"
description: "Bloomberg analysis shows that the Hengkang disciplined value fund added Cummins Inc. in July and completely exited UnitedHealth Group Inc. The fund's holdings amount to $17.8 billion, increasing its p"
type: "news"
locale: "en"
url: "https://longbridge.com/en/news/253297854.md"
published_at: "2025-08-16T08:28:10.000Z"
---

# Bloomberg analysis shows that the Hengkang disciplined value fund added Cummins Inc. in July and com

> Bloomberg analysis shows that the Hengkang disciplined value fund added Cummins Inc. in July and completely exited UnitedHealth Group Inc. The fund's holdings amount to $17.8 billion, increasing its position in Newmont Corp. and reducing its stake in KBR Inc. JPMorgan Chase & Co. is the largest investment target, accounting for 4.5%. New purchases include 418,931 shares of Cummins ($154 million), 605,552 shares of FedEx ($135.3 million), and 714,902 shares of AECOM ($132.9 million)

According to analysis data from Bloomberg, in July, the Hengkang disciplined value fund added Cummins Inc. to its portfolio and completely liquidated its position in UnitedHealth Group Inc. The fund disclosed that its position size changed little, amounting to USD 17.8 billion. Key information: increased holdings in Newmont Corp.; reduced holdings in KBR Inc.; JPMorgan Chase & Co. is its largest investment target, accounting for 4.5% of disclosed assets. Three new purchases: Cummins: 418,931 shares valued at USD 154 million; FedEx Corp.: 605,552 shares valued at USD 135.3 million; Iqvia Holdings Inc.: 714,902 shares valued at USD 132.9 million

### Related Stocks

- [CMI.US - Cummins](https://longbridge.com/en/quote/CMI.US.md)
- [UNH.US - Unitedhealth](https://longbridge.com/en/quote/UNH.US.md)
- [KBR.US - KBR](https://longbridge.com/en/quote/KBR.US.md)
- [JPM.US - JPMorgan Chase](https://longbridge.com/en/quote/JPM.US.md)

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> **Disclaimer**: This article is for reference only and does not constitute any investment advice.