Famous fund manager's portfolio adjustment revealed, intensively participating in the medical and military sectors

As we reach the halfway point of 2025, several listed companies have recently disclosed the latest information on their top ten circulating shareholders due to share buybacks and major asset restructurings, revealing the trading movements of several well-known fund managers in the first half of the year. A review of the announcements by reporters found that fund managers have been particularly active in the healthcare and military sectors. Wan Minyuan from Rongtong Fund reduced his holdings in Orient Biotech in the first quarter, but increased them again in the second quarter, while also conducting a buy-then-sell operation on Sunshine Nuohuo; the China Europe Medical Health Mixed Fund managed by Ge Lan entered the top ten circulating shareholders of Medprin in the second quarter, while Wu Xingwu from GF Fund reduced his holdings; at the same time, Chen Yunzhong from GF Fund, Gao Nan from Yongying Fund, and Li Wenbin have increased their holdings in military stocks