Q1 2024 |
0 |
$0 |
$0 |
-$17.4M |
-$17.4M |
|
13F-HR |
5/7/2024, 11:09 AM |
Q4 2023 |
25 |
$17.4M |
+$5.69M |
-$104M |
-$98.8M |
BSX, TMO, AXNX, ELV, ICLR
|
13F-HR |
2/14/2024, 04:01 PM |
Q3 2023 |
43 |
$111M |
+$81.4M |
-$44.8M |
+$36.6M |
BMRN, TMO, BRKR, AZN, ELV
|
13F-HR |
11/14/2023, 04:01 PM |
Q2 2023 |
30 |
$77.6M |
+$24.2M |
-$143M |
-$119M |
LH, CI, MRK, A, THC
|
13F-HR |
8/14/2023, 04:00 PM |
Q1 2023 |
49 |
$195M |
+$101M |
-$150M |
-$48.8M |
BMRN, BDX, ELV, SBRA, LH
|
13F-HR |
5/15/2023, 04:02 PM |
Q4 2022 |
55 |
$246M |
+$81M |
-$147M |
-$65.7M |
LH, CI, MRK, CNC, ELV
|
13F-HR |
2/14/2023, 04:01 PM |
Q3 2022 |
49 |
$307M |
+$141M |
-$82.8M |
+$58.1M |
LH, HUM, TAK, BAX, QGEN
|
13F-HR |
11/14/2022, 04:03 PM |
Q2 2022 |
47 |
$262M |
+$93.8M |
-$145M |
-$50.9M |
QGEN, BSX, AVTR, HUM, ICLR
|
13F-HR |
8/15/2022, 04:09 PM |
Q1 2022 |
60 |
$331M |
+$124M |
-$142M |
-$17.7M |
CNC, LH, AZN, BMY, OFIX
|
13F-HR |
5/16/2022, 04:01 PM |
Q4 2021 |
64 |
$370M |
+$215M |
-$180M |
+$34.4M |
SNY, LH, AZN, SIBN, HUM
|
13F-HR |
2/14/2022, 04:00 PM |
Q3 2021 |
51 |
$329M |
+$159M |
-$176M |
-$17.1M |
ABBV, HUM, JNJ, HOLX, BIO
|
13F-HR |
11/15/2021, 04:01 PM |
Q2 2021 |
57 |
$364M |
+$191M |
-$185M |
+$5.68M |
LH, CI, ICLR, TMO, THC
|
Restatement |
8/27/2021, 11:44 AM |
Q1 2021 |
60 |
$368M |
+$195M |
-$135M |
+$60.7M |
KIDS, BMY, AHCO, SNY, BDX
|
13F-HR |
5/17/2021, 03:49 PM |
Q4 2020 |
52 |
$277M |
+$108M |
-$180M |
-$71.8M |
OXFD, BDX, BMY, ABBV, JNJ
|
13F-HR |
2/16/2021, 03:14 PM |
Q3 2020 |
57 |
$290M |
+$145M |
-$107M |
+$37.8M |
BMY, OXFD, EHC, ABBV, IART
|
13F-HR |
11/16/2020, 04:11 PM |
Q2 2020 |
54 |
$245M |
+$118M |
-$134M |
-$16.3M |
OXFD, SIBN, JNJ, CNC, ZTS
|
13F-HR |
8/14/2020, 04:13 PM |
Q1 2020 |
51 |
$221M |
+$120M |
-$150M |
-$29.6M |
SNY, PFE, HOLX, SIBN, OXFD
|
13F-HR |
5/15/2020, 04:03 PM |
Q4 2019 |
51 |
$302M |
+$149M |
-$1.62B |
-$1.47B |
BMY, ELV, ZBH, OXFD, COR
|
13F-HR |
2/14/2020, 04:06 PM |
Q3 2019 |
48 |
$251M |
+$129M |
-$112M |
+$17M |
RCM, ZBH, HCA, OXFD, LH
|
Restatement |
11/25/2019, 04:37 PM |
Q2 2019 |
50 |
$254M |
+$128M |
-$109M |
+$18.5M |
TAK, LH, ZBH, WMGI, RCM
|
13F-HR |
8/14/2019, 04:07 PM |
Q1 2019 |
65 |
$235M |
+$162M |
-$126M |
+$35.5M |
BMY, IIN, ICLR, VCRA, CI
|
13F-HR |
5/15/2019, 04:05 PM |
Q4 2018 |
48 |
$189M |
+$94.4M |
-$106M |
-$11.5M |
AGN, CI, ZBH, CELG, CVS
|
13F-HR |
2/14/2019, 04:04 PM |
Q3 2018 |
73 |
$225M |
+$85.8M |
-$115M |
-$29.4M |
CI, SHPG, AGN, TVTY, WMGI
|
13F-HR |
11/14/2018, 04:07 PM |
Q2 2018 |
65 |
$231M |
+$55.2M |
-$105M |
-$49.7M |
AGN, MRK, ABT, SHPG, CI
|
13F-HR |
8/14/2018, 04:09 PM |
Q1 2018 |
69 |
$268M |
+$91.2M |
-$143M |
-$52.1M |
AGN, ABT, JNJ, MDT, BDX
|
13F-HR |
5/15/2018, 04:06 PM |
Q4 2017 |
75 |
$327M |
+$113M |
-$119M |
-$6.22M |
DVA, WBA, AGN, SBRA, MCK
|
13F-HR |
2/14/2018, 04:16 PM |
Q3 2017 |
84 |
$326M |
+$104M |
-$133M |
-$28.9M |
DVA, BIIB, OXFD, SBRA, DHR
|
13F-HR |
11/14/2017, 04:21 PM |
Q2 2017 |
92 |
$354M |
+$116M |
-$90.3M |
+$25.3M |
TMO, UHS, OXFD, ABT, DVA
|
13F-HR |
8/14/2017, 04:32 PM |
Q1 2017 |
88 |
$311M |
+$124M |
-$75.3M |
+$48.5M |
ABT, BDX, UHS, SHPG, DVA
|
13F-HR |
5/15/2017, 04:39 PM |
Q4 2016 |
73 |
$242M |
+$66.8M |
-$81.3M |
-$14.5M |
SHPG, HLS, STJ, ABT, UNH
|
13F-HR |
2/14/2017, 05:49 PM |
Q3 2016 |
96 |
$270M |
+$62.8M |
-$108M |
-$45.1M |
SHPG, AGN, ABT, AMSG, HLS
|
13F-HR |
11/14/2016, 06:08 PM |
Q2 2016 |
88 |
$299M |
+$85M |
-$114M |
-$28.5M |
AGN, SHPG, MNKKQ, HLS, MCK
|
13F-HR |
8/15/2016, 04:38 PM |
Q1 2016 |
86 |
$309M |
+$83.6M |
-$49.6M |
+$34M |
TEVA, MNKKQ, HLS, AET, HRC
|
13F-HR |
5/16/2016, 05:13 PM |
Q4 2015 |
77 |
$299M |
+$89.9M |
-$118M |
-$28.5M |
TEVA, MNKKQ, ZBH, HLS, MDT
|
13F-HR |
2/16/2016, 05:06 PM |
Q3 2015 |
77 |
$300M |
+$108M |
-$108M |
-$367K |
STJ, TMO, BDX, TEVA, AGN
|
13F-HR |
11/16/2015, 05:15 PM |
Q2 2015 |
93 |
$339M |
+$138M |
-$108M |
+$29.4M |
BDX, AGN, LH, TMO, GMED
|
13F-HR |
8/14/2015, 05:17 PM |
Q1 2015 |
96 |
$303M |
+$112M |
-$90.5M |
+$22M |
GMED, B108PS, TMO, BDX, TEVA
|
13F-HR |
5/15/2015, 04:53 PM |
Q4 2014 |
87 |
$255M |
$0 |
$0 |
|
TMO, BDX, B108PS, UHS, ELV
|
13F-HR |
2/13/2015, 08:05 PM |