It's a big category with lots of pieces that benefit more or less from the Senate's very insurance company-friendly healthcare bill. This is a list of the 13f filers from Sept. 30 who have the largest percent of their portfolio in stocks like AET, CI and UNH. No doubt all these guys are happy today and overnight supporters of Obamacare. Anyone who has had to pay medical insurance every month at small business rates (that would be us) will have a distinctly different view of these bloodsuckers. Hate'em. But still long CAH.
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