Hengkang Disciplined Value Fund increased its holdings in Cummins and completely divested from UnitedHealth

Zhitong
2025.08.16 08:28

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.

The fund disclosed that its position size changed little, amounting to USD 17.8 billion.

Key information:

Increased holdings in Newmont Corporation;

Reduced holdings in Kellogg Brown & Root;

JP Morgan 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: 605,552 shares, valued at USD 135.3 million;

Acuity Brands: 714,902 shares, valued at USD 132.9 million

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