Q3 2024 |
32 |
$2.57B |
+$459M |
-$628M |
-$170M |
ZBH, MDT, BAX, VTRS, GMED
|
13F-HR |
11/14/2024, 09:41 AM |
Q2 2024 |
35 |
$2.59B |
+$479M |
-$608M |
-$129M |
ZBH, BAX, MDT, UHS, GMED
|
13F-HR |
8/14/2024, 09:28 AM |
Q1 2024 |
34 |
$2.86B |
+$314M |
-$608M |
-$294M |
ZBH, UHS, BAX, THC, VTRS
|
13F-HR |
5/15/2024, 08:48 AM |
Q4 2023 |
36 |
$2.86B |
+$445M |
-$623M |
-$179M |
UHS, THC, ZBH, VTRS, BAX
|
13F-HR |
2/14/2024, 08:18 AM |
Q3 2023 |
39 |
$2.79B |
+$438M |
-$378M |
+$60.3M |
UHS, THC, ZBH, VTRS, SNY
|
13F-HR |
11/14/2023, 08:56 AM |
Q2 2023 |
38 |
$3.07B |
+$271M |
-$357M |
-$86.2M |
UHS, THC, VTRS, SNY, WBA
|
13F-HR |
8/14/2023, 09:26 AM |
Q1 2023 |
40 |
$2.93B |
+$387M |
-$481M |
-$94.4M |
SNY, UHS, THC, WBA, VTRS
|
13F-HR |
5/15/2023, 09:06 AM |
Q4 2022 |
38 |
$2.86B |
+$425M |
-$775M |
-$350M |
SNY, UHS, VTRS, THC, WBA
|
13F-HR |
2/14/2023, 09:01 AM |
Q3 2022 |
42 |
$2.99B |
+$983M |
-$247M |
+$736M |
SNY, VTRS, UHS, SRPT, THC
|
13F-HR |
11/14/2022, 09:37 AM |
Q2 2022 |
40 |
$2.3B |
+$476M |
-$653M |
-$177M |
VTRS, SNY, ZBH, SRPT, BMRN
|
13F-HR |
8/15/2022, 08:55 AM |
Q1 2022 |
37 |
$2.76B |
+$768M |
-$487M |
+$282M |
VTRS, UHS, SNY, ZBH, GILD
|
13F-HR |
5/16/2022, 08:39 AM |
Q4 2021 |
36 |
$2.59B |
+$587M |
-$597M |
-$10M |
VTRS, UHS, MRK, SNY, WBA
|
13F-HR |
2/14/2022, 09:33 AM |
Q3 2021 |
34 |
$2.69B |
+$615M |
-$375M |
+$240M |
UHS, WBA, THC, VTRS, SNY
|
13F-HR |
11/15/2021, 09:03 AM |
Q2 2021 |
30 |
$2.55B |
+$541M |
-$678M |
-$138M |
THC, WBA, VTRS, HCA, BKD
|
13F-HR |
8/16/2021, 08:52 AM |
Q1 2021 |
31 |
$2.52B |
+$595M |
-$656M |
-$61.7M |
CHNG, WBA, UHS, VTRS, THC
|
13F-HR |
5/17/2021, 08:49 AM |
Q4 2020 |
28 |
$2.43B |
+$682M |
-$481M |
+$201M |
CHNG, VTRS, UHS, ALXN, HCA
|
13F-HR |
2/16/2021, 08:33 AM |
Q3 2020 |
35 |
$1.9B |
+$448M |
-$287M |
+$161M |
CHNG, MYL, ALXN, PRGO, UHS
|
13F-HR/A |
11/16/2020, 04:51 PM |
Q3 2020 |
35 |
$1.9B |
+$447M |
-$287M |
+$160M |
CHNG, MYL, ALXN, PRGO, UHS
|
13F-HR |
11/16/2020, 08:39 AM |
Q2 2020 |
30 |
$1.75B |
+$439M |
-$598M |
-$159M |
CHNG, MYL, ALXN, ALKS, PRGO
|
13F-HR |
8/14/2020, 08:25 AM |
Q1 2020 |
29 |
$1.67B |
+$775M |
-$669M |
+$106M |
ALXN, CHNG, MYL, GSK, UHS
|
13F-HR |
5/15/2020, 08:52 AM |
Q4 2019 |
28 |
$1.93B |
+$281M |
-$461M |
-$180M |
AGN, MYL, BIIB, GILD, THC
|
13F-HR |
2/14/2020, 09:22 AM |
Q3 2019 |
32 |
$1.76B |
+$453M |
-$350M |
+$103M |
AGN, MYL, PRGO, BKD, DVA
|
13F-HR |
11/14/2019, 09:15 AM |
Q2 2019 |
28 |
$1.71B |
+$433M |
-$369M |
+$64.3M |
AGN, MYL, DVA, PRGO, BKD
|
13F-HR |
8/14/2019, 09:16 AM |
Q1 2019 |
27 |
$1.72B |
+$432M |
-$809M |
-$378M |
AGN, MYL, PRGO, GBT, BIIB
|
13F-HR |
5/15/2019, 09:45 AM |
Q4 2018 |
32 |
$1.85B |
+$623M |
-$250M |
+$374M |
TSRO, MYL, AGN, UHS, MCK
|
13F-HR |
2/14/2019, 10:17 AM |
Q3 2018 |
25 |
$1.76B |
+$259M |
-$719M |
-$460M |
AGN, HCA, MYL, TSRO, UHS
|
13F-HR |
11/14/2018, 09:55 AM |
Q2 2018 |
30 |
$2.14B |
+$418M |
-$395M |
+$22.6M |
AGN, HCA, BIIB, GHDX, TSRO
|
13F-HR |
8/14/2018, 09:23 AM |
Q1 2018 |
32 |
$2.04B |
+$765M |
-$473M |
+$292M |
SHPG, NKTR, AGN, BIIB, HCA
|
13F-HR |
5/15/2018, 08:48 AM |
Q4 2017 |
31 |
$1.53B |
+$537M |
-$387M |
+$150M |
NKTR, HCA, MYL, AGN, UHS
|
13F-HR |
2/14/2018, 10:22 AM |
Q3 2017 |
22 |
$1.2B |
+$360M |
-$807M |
-$447M |
NKTR, THC, MYL, PRGO, GHDX
|
13F-HR |
11/14/2017, 11:21 AM |
Q2 2017 |
31 |
$1.64B |
+$272M |
-$468M |
-$196M |
TEVA, MYL, GILD, NKTR, AGN
|
13F-HR |
8/14/2017, 11:18 AM |
Q1 2017 |
30 |
$1.69B |
+$217M |
-$376M |
-$159M |
TEVA, MYL, GILD, NKTR, AGN
|
13F-HR |
5/15/2017, 11:17 AM |
Q4 2016 |
34 |
$1.73B |
+$558M |
-$309M |
+$249M |
TEVA, MYL, AGN, GILD, PRGO
|
Restatement |
3/16/2017, 09:19 AM |
Q3 2016 |
33 |
$1.62B |
+$292M |
-$498M |
-$206M |
TEVA, MYL, PRGO, GILD, ENDPQ
|
13F-HR |
11/14/2016, 11:20 AM |
Q2 2016 |
44 |
$1.72B |
+$616M |
-$514M |
+$102M |
TEVA, MYL, ENDPQ, CSII, MDCO
|
13F-HR |
8/12/2016, 03:43 PM |
Q1 2016 |
45 |
$1.61B |
+$592M |
-$213M |
+$378M |
TEVA, MYL, MDCO, BKD, NUVA
|
13F-HR |
5/13/2016, 04:00 PM |
Q4 2015 |
40 |
$1.36B |
+$387M |
-$318M |
+$69.6M |
TEVA, GHDX, MDCO, LIVN, AZN
|
13F-HR |
2/12/2016, 08:17 AM |
Q3 2015 |
43 |
$1.17B |
+$285M |
-$173M |
+$112M |
TEVA, MDCO, AZN, CYBX, MYL
|
13F-HR |
11/13/2015, 10:37 AM |
Q2 2015 |
39 |
$1.24B |
+$384M |
-$287M |
+$97.3M |
TEVA, AZN, MASI, MDCO, ESRX
|
13F-HR |
8/14/2015, 10:07 AM |
Q1 2015 |
36 |
$1.18B |
+$282M |
-$388M |
-$107M |
TEVA, MASI, MDCO, GHDX, ESRX
|
13F-HR |
5/15/2015, 11:09 AM |
Q4 2014 |
38 |
$1.2B |
+$334M |
-$272M |
+$62M |
TEVA, MASI, GSK, GHDX, CNMD
|
Restatement |
5/13/2015, 11:50 AM |
Q3 2014 |
35 |
$991M |
+$343M |
-$498M |
-$155M |
TEVA, MYL, MASI, GHDX, GSK
|
13F-HR |
11/14/2014, 10:32 AM |
Q2 2014 |
39 |
$1.21B |
+$335M |
-$218M |
+$117M |
TEVA, V107SC, DGX, CYH, CNMD
|
13F-HR |
8/14/2014, 10:03 AM |
Q1 2014 |
38 |
$1.04B |
+$316M |
-$370M |
-$53.5M |
TEVA, V107SC, THC, DGX, CNMD
|
13F-HR |
5/15/2014, 10:28 AM |
Q4 2013 |
35 |
$1.04B |
$0 |
$0 |
|
TEVA, MYL, V107SC, HCA, CNMD
|
13F-HR |
2/14/2014, 07:55 AM |