Q3 2024 |
95 |
$1.23B |
+$247M |
-$141M |
+$106M |
BSX, UNH, LLY, REGN, THC
|
13F-HR |
11/13/2024, 06:10 AM |
Q2 2024 |
93 |
$1.04B |
+$184M |
-$173M |
+$11.3M |
UNH, ELV, BSX, LLY, REGN
|
13F-HR |
8/13/2024, 07:00 AM |
Q1 2024 |
84 |
$1.06B |
+$265M |
-$325M |
-$59.4M |
CI, LLY, THC, BSX, ELV
|
13F-HR |
5/14/2024, 06:09 AM |
Q4 2023 |
85 |
$1B |
+$186M |
-$216M |
-$30M |
MDT, LLY, BSX, VRTX, REGN
|
13F-HR |
2/13/2024, 09:24 AM |
Q3 2023 |
85 |
$928M |
+$106M |
-$64.1M |
+$42.1M |
LLY, BSX, BMRN, REGN, MCK
|
Restatement |
11/13/2023, 06:08 AM |
Q2 2023 |
83 |
$949M |
+$195M |
-$225M |
-$30M |
LLY, BMRN, CI, BSX, MCK
|
13F-HR |
8/11/2023, 06:10 AM |
Q1 2023 |
88 |
$909M |
+$145M |
-$164M |
-$19.2M |
UNH, BSX, REGN, VRTX, ELV
|
13F-HR |
5/11/2023, 06:57 PM |
Q4 2022 |
93 |
$958M |
+$98.8M |
-$92M |
+$6.84M |
LLY, COR, MDT, BSX, REGN
|
13F-HR |
2/13/2023, 06:26 AM |
Q3 2022 |
90 |
$863M |
+$130M |
-$112M |
+$18.3M |
LLY, UNH, BSX, VRTX, TMO
|
13F-HR |
11/14/2022, 04:36 PM |
Q2 2022 |
86 |
$880M |
+$112M |
-$157M |
-$44.6M |
CI, LLY, ABBV, UNH, PFE
|
13F-HR |
8/12/2022, 08:00 AM |
Q1 2022 |
89 |
$1.01B |
+$78.8M |
-$512M |
-$433M |
LLY, HZNP, ABBV, UNH, MCK
|
13F-HR |
5/13/2022, 04:32 PM |
Q4 2021 |
92 |
$1.5B |
+$170M |
-$142M |
+$28.6M |
UNH, PFE, LLY, HZNP, ELV
|
13F-HR |
2/11/2022, 06:09 AM |
Q3 2021 |
92 |
$1.42B |
+$198M |
-$172M |
+$25.4M |
HZNP, UNH, ELV, JNJ, PFE
|
13F-HR |
11/12/2021, 06:05 AM |
Q2 2021 |
94 |
$1.47B |
+$220M |
-$245M |
-$25.1M |
UNH, HZNP, VRTX, JAZZ, ELV
|
13F-HR |
8/13/2021, 06:12 AM |
Q1 2021 |
92 |
$1.43B |
+$312M |
-$137M |
+$174M |
HZNP, JNJ, UNH, JAZZ, ABBV
|
13F-HR |
5/14/2021, 06:01 AM |
Q4 2020 |
83 |
$1.23B |
+$231M |
-$265M |
-$33.9M |
ABBV, BMRN, HZNP, MDT, UNH
|
13F-HR |
1/19/2021, 10:56 AM |
Q3 2020 |
82 |
$1.12B |
+$187M |
-$62.4M |
+$124M |
BMRN, HZNP, NVCR, UNH, VRTX
|
13F-HR |
10/13/2020, 12:17 PM |
Q2 2020 |
94 |
$926M |
+$117M |
-$125M |
-$7.41M |
HZNP, VRTX, UNH, ABBV, BMRN
|
13F-HR |
7/16/2020, 10:38 AM |
Q1 2020 |
85 |
$714M |
+$88.5M |
-$89.9M |
-$1.38M |
HZNP, VRTX, ABBV, NVCR, UNH
|
13F-HR |
4/16/2020, 11:17 AM |
Q4 2019 |
94 |
$913M |
+$137M |
-$210M |
-$73.3M |
ESPR, VRTX, NVCR, HZNP, HUM
|
13F-HR |
1/17/2020, 04:30 PM |
Q3 2019 |
93 |
$798M |
+$134M |
-$110M |
+$23.5M |
VRTX, HZNP, NVCR, ALXN, ESPR
|
13F-HR |
10/16/2019, 06:05 AM |
Q2 2019 |
88 |
$882M |
+$139M |
-$128M |
+$11.3M |
VRTX, HUM, JAZZ, ALXN, NKTR
|
13F-HR |
7/22/2019, 04:38 PM |
Q1 2019 |
93 |
$855M |
+$115M |
-$225M |
-$110M |
UNH, JAZZ, VRTX, ABMD, CI
|
13F-HR |
4/11/2019, 06:14 AM |
Q4 2018 |
89 |
$875M |
+$173M |
-$111M |
+$62.7M |
UNH, CI, MDT, CVS, BDX
|
13F-HR |
2/5/2019, 09:55 AM |
Q3 2018 |
88 |
$998M |
+$109M |
-$180M |
-$70.6M |
CI, CVS, ALXN, VRTX, INCY
|
13F-HR |
10/3/2018, 07:33 AM |
Q2 2018 |
89 |
$977M |
+$229M |
-$89M |
+$140M |
NKTR, HZNP, VRTX, INCY, ABMD
|
13F-HR |
7/20/2018, 09:42 AM |
Q1 2018 |
92 |
$811M |
+$163M |
-$125M |
+$38M |
HZNP, CELG, ALXN, VRTX, JAZZ
|
13F-HR |
4/11/2018, 09:56 AM |
Q4 2017 |
95 |
$740M |
+$115M |
-$214M |
-$98.9M |
HZNP, ESPR, ADMS, EXEL, VRTX
|
13F-HR |
1/19/2018, 04:10 PM |
Q3 2017 |
94 |
$783M |
+$195M |
-$154M |
+$41.9M |
HZNP, VRTX, EXEL, ABMD, ALXN
|
13F-HR |
10/13/2017, 05:02 PM |
Q2 2017 |
108 |
$696M |
+$156M |
-$118M |
+$38.1M |
HZNP, EXEL, NVCR, ALXN, CELG
|
13F-HR |
7/11/2017, 09:02 AM |
Q1 2017 |
104 |
$631M |
+$141M |
-$95.7M |
+$44.8M |
HZNP, ESPR, BIIB, GKOS, AMGN
|
13F-HR |
4/19/2017, 09:51 AM |
Q4 2016 |
108 |
$522M |
+$116M |
-$160M |
-$43.8M |
GILD, BMY, AGN, LLY, MDT
|
13F-HR |
1/13/2017, 09:05 AM |
Q3 2016 |
107 |
$603M |
+$148M |
-$157M |
-$8.8M |
LLY, ALXN, CELG, AGN, UNH
|
13F-HR |
11/8/2016, 08:37 AM |
Q2 2016 |
97 |
$563M |
+$129M |
-$86.7M |
+$42.3M |
ALXN, GILD, CELG, BIIB, LLY
|
13F-HR |
8/1/2016, 11:22 AM |
Q1 2016 |
92 |
$504M |
+$89.9M |
-$154M |
-$64.4M |
ALXN, GILD, BMRN, PFE, LLY
|
13F-HR |
4/19/2016, 06:51 AM |
Q4 2015 |
96 |
$661M |
+$114M |
-$122M |
-$8.13M |
PRGO, ABMD, MDT, ALXN, CVS
|
13F-HR |
1/19/2016, 10:13 AM |
Q3 2015 |
91 |
$627M |
+$175M |
-$153M |
+$21.3M |
AMGN, ALXN, MDT, UNH, LLY
|
13F-HR |
10/26/2015, 09:44 AM |
Q2 2015 |
94 |
$707M |
+$195M |
-$77.7M |
+$118M |
UNH, ALXN, ALKS, BIIB, CVS
|
13F-HR |
7/30/2015, 09:55 AM |
Q1 2015 |
88 |
$561M |
+$232M |
-$51.3M |
+$180M |
ALXN, CELG, MRK, BIIB, AMGN
|
13F-HR |
5/13/2015, 08:07 AM |
Q4 2014 |
84 |
$336M |
+$94.1M |
-$145M |
-$50.5M |
CELG, GILD, CVS, REGN, ABBV
|
13F-HR |
2/9/2015, 08:16 AM |
Q3 2014 |
99 |
$324M |
+$79.8M |
-$102M |
-$21.7M |
ALKS, UHS, ALXN, BIIB, SLXP
|
13F-HR |
11/3/2014, 11:30 AM |
Q2 2014 |
96 |
$337M |
+$98.4M |
-$85.5M |
+$12.9M |
BIIB, F113PS, GILD, ALXN, CELG
|
13F-HR |
7/31/2014, 10:46 AM |
Q1 2014 |
90 |
$300M |
+$114M |
-$51M |
+$63.2M |
GILD, ALXN, REGN, BIIB, PFE
|
13F-HR |
5/14/2014, 09:22 AM |
Q4 2013 |
83 |
$251M |
$0 |
$0 |
|
REGN, CELG, GILD, CVS, BIIB
|
13F-HR |
2/14/2014, 10:39 AM |