Q3 2024 |
29 |
$330M |
+$83.2M |
-$44.9M |
+$38.4M |
BMY, MDT, GILD, PFE, CVS
|
13F-HR |
11/13/2024, 11:04 AM |
Q2 2024 |
28 |
$268M |
+$30.4M |
-$93.8M |
-$63.4M |
GILD, PFE, BMY, MDT, ELV
|
13F-HR |
8/9/2024, 12:13 PM |
Q1 2024 |
28 |
$355M |
+$56.5M |
-$126M |
-$69.2M |
MDT, PFE, BMY, CVS, CAH
|
13F-HR |
5/8/2024, 09:56 AM |
Q4 2023 |
30 |
$412M |
+$96.8M |
-$101M |
-$4.63M |
MDT, PFE, GILD, BIIB, INCY
|
13F-HR |
2/5/2024, 09:53 AM |
Q3 2023 |
28 |
$391M |
+$47.7M |
-$61.4M |
-$13.7M |
GILD, BMY, BIIB, MDT, INCY
|
13F-HR |
11/6/2023, 10:16 AM |
Q2 2023 |
29 |
$447M |
+$87.5M |
-$60M |
+$27.5M |
GILD, CAH, BMY, MDT, BIIB
|
13F-HR |
8/9/2023, 10:50 AM |
Q1 2023 |
31 |
$412M |
+$45.1M |
-$70.3M |
-$25.2M |
GILD, INCY, BMY, CAH, MDT
|
13F-HR |
5/12/2023, 09:24 AM |
Q4 2022 |
31 |
$437M |
+$75.2M |
-$80.6M |
-$5.43M |
GILD, INCY, CAH, BMY, ELV
|
Restatement |
2/8/2023, 09:29 AM |
Q3 2022 |
31 |
$388M |
+$34.7M |
-$87M |
-$52.3M |
GILD, BIIB, INCY, BMY, CAH
|
13F-HR |
11/9/2022, 12:02 PM |
Q2 2022 |
37 |
$447M |
+$60.2M |
-$55.1M |
+$5.03M |
GILD, MRK, INCY, MDT, BMY
|
13F-HR |
8/5/2022, 10:39 AM |
Q1 2022 |
40 |
$460M |
+$95.2M |
-$62.2M |
+$33M |
MRK, GILD, INCY, BMY, MDT
|
13F-HR |
5/6/2022, 10:37 AM |
Q4 2021 |
33 |
$425M |
+$44.7M |
-$135M |
-$89.8M |
MRK, INCY, CAH, BMY, GILD
|
13F-HR |
2/8/2022, 01:34 PM |
Q3 2021 |
29 |
$501M |
+$83.1M |
-$129M |
-$46.1M |
MRK, PFE, BMY, BSX, GILD
|
13F-HR |
10/29/2021, 08:55 AM |
Q2 2021 |
37 |
$565M |
+$86.1M |
-$105M |
-$19.1M |
PFE, GILD, MRK, BMY, MDT
|
13F-HR |
8/4/2021, 12:42 PM |
Q1 2021 |
33 |
$546M |
+$100M |
-$95.1M |
+$4.98M |
PFE, GILD, MRK, INCY, MDT
|
13F-HR |
5/10/2021, 09:23 AM |
Q4 2020 |
29 |
$525M |
+$131M |
-$83.2M |
+$47.5M |
GILD, MRK, INCY, BDX, MDT
|
13F-HR |
2/10/2021, 10:13 AM |
Q3 2020 |
28 |
$439M |
+$51.7M |
-$106M |
-$54.4M |
MDT, MRK, BMY, GILD, INCY
|
13F-HR |
11/9/2020, 10:24 AM |
Q2 2020 |
32 |
$484M |
+$60.3M |
-$121M |
-$60.5M |
BMY, GILD, MRK, INCY, RVTY
|
13F-HR |
8/7/2020, 11:20 AM |
Q1 2020 |
31 |
$469M |
+$55.6M |
-$128M |
-$72.5M |
BMY, INCY, BSX, ABT, MRK
|
13F-HR |
5/11/2020, 09:20 AM |
Q4 2019 |
37 |
$624M |
+$105M |
-$162M |
-$56.5M |
BMY, ABT, BSX, MRK, BIIB
|
13F-HR |
2/12/2020, 10:17 AM |
Q3 2019 |
34 |
$592M |
+$70.5M |
-$82M |
-$11.6M |
BMY, BSX, ABT, BAX, GILD
|
13F-HR |
11/5/2019, 09:08 AM |
Q2 2019 |
34 |
$622M |
+$82M |
-$70.4M |
+$11.5M |
BMY, ABT, BSX, BAX, GILD
|
13F-HR |
7/31/2019, 01:54 PM |
Q1 2019 |
33 |
$624M |
+$113M |
-$156M |
-$42.5M |
BMY, ABT, BSX, GILD, BAX
|
13F-HR |
5/13/2019, 08:42 AM |
Q4 2018 |
33 |
$595M |
+$132M |
-$100M |
+$31.7M |
ABT, BMY, BSX, MRK, BAX
|
13F-HR |
2/12/2019, 12:51 PM |
Q3 2018 |
31 |
$638M |
+$85.1M |
-$120M |
-$34.8M |
ABT, BAX, BSX, MRK, BMY
|
Restatement |
11/15/2018, 10:53 AM |
Q2 2018 |
32 |
$602M |
+$91.2M |
-$83.3M |
+$7.84M |
ABT, MRK, BAX, BMY, BSX
|
13F-HR |
8/2/2018, 10:13 AM |
Q1 2018 |
30 |
$555M |
+$89.8M |
-$137M |
-$47.6M |
ABT, BSX, BAX, MRK, RVTY
|
13F-HR |
5/9/2018, 09:18 AM |
Q4 2017 |
36 |
$595M |
+$104M |
-$164M |
-$59.9M |
ABT, BAX, BSX, RVTY, MRK
|
13F-HR |
2/12/2018, 11:07 AM |
Q3 2017 |
28 |
$656M |
+$89.2M |
-$138M |
-$48.6M |
ABT, LLY, BAX, BSX, RVTY
|
13F-HR |
11/7/2017, 11:36 AM |
Q2 2017 |
26 |
$688M |
+$68.8M |
-$64M |
+$4.88M |
ABT, BAX, BMY, RVTY, BSX
|
13F-HR |
8/14/2017, 08:22 AM |
Q1 2017 |
26 |
$629M |
+$107M |
-$54.4M |
+$52.3M |
ABT, LLY, BAX, BMY, RVTY
|
Restatement |
6/9/2017, 08:04 AM |
Q4 2016 |
26 |
$532M |
+$30.3M |
-$83.1M |
-$52.7M |
LLY, BAX, ABT, RVTY, IRWD
|
13F-HR |
2/14/2017, 01:27 PM |
Q3 2016 |
3 |
$37.4M |
$0 |
$0 |
|
VRTX, UTHR, THC
|
New Holdings |
3/3/2017, 07:11 AM |
Q3 2016 |
27 |
$564M |
+$99.8M |
-$60.8M |
+$39M |
LLY, BAX, ABT, BMY, RVTY
|
13F-HR |
11/8/2016, 08:31 AM |
Q2 2016 |
2 |
$32.6M |
$0 |
$0 |
|
VRTX, UTHR
|
New Holdings |
3/3/2017, 07:02 AM |
Q2 2016 |
26 |
$527M |
+$93.6M |
-$106M |
-$12M |
LLY, BAX, BSX, RVTY, SHPG
|
13F-HR |
8/11/2016, 07:17 AM |
Q1 2016 |
1 |
$8.54M |
$0 |
$0 |
|
WCG
|
New Holdings |
3/3/2017, 06:56 AM |
Q1 2016 |
25 |
$486M |
+$190M |
-$76.3M |
+$113M |
LLY, BAX, BSX, IRWD, STJ
|
13F-HR |
5/27/2016, 07:53 AM |
Q4 2015 |
24 |
$389M |
+$53.6M |
-$67M |
-$13.4M |
BAX, BXLT, LLY, JNJ, BSX
|
13F-HR |
2/12/2016, 06:25 AM |
Q3 2015 |
24 |
$369M |
+$88.1M |
-$56.5M |
+$31.6M |
JNJ, LLY, BSX, BXLT, BAX
|
13F-HR |
11/16/2015, 07:10 AM |
Q2 2015 |
24 |
$392M |
+$64M |
-$64M |
+$10.5K |
BAX, LLY, BSX, JNJ, SYK
|
13F-HR |
8/13/2015, 03:58 PM |
Q1 2015 |
26 |
$378M |
+$14.4M |
-$125M |
-$111M |
BAX, BSX, LLY, SYK, RVTY
|
13F-HR |
5/14/2015, 03:30 PM |
Q4 2014 |
30 |
$450M |
+$74.4M |
-$94.5M |
-$20.1M |
BAX, LLY, BSX, SYK, BMY
|
13F-HR |
2/17/2015, 12:44 PM |
Q3 2014 |
33 |
$427M |
+$67.7M |
-$71M |
-$3.29M |
LLY, BAX, BSX, EW, TEVA
|
13F-HR |
11/13/2014, 10:27 AM |
Q2 2014 |
31 |
$423M |
+$83.5M |
-$86.5M |
-$3.04M |
LLY, BAX, BSX, EW, THOR
|
13F-HR |
8/15/2014, 10:31 AM |
Q1 2014 |
31 |
$417M |
+$119M |
-$96.9M |
+$22.3M |
LLY, BAX, BSX, EW, ABBV
|
13F-HR |
5/9/2014, 11:11 AM |
Q4 2013 |
33 |
$371M |
$0 |
$0 |
|
LLY, BSX, FRX, BAX, CAH
|
13F-HR |
2/14/2014, 09:46 AM |