Q4 2024 |
73 |
$1.31B |
+$249M |
-$545M |
-$296M |
LLY, THC, ABBV, MCK, VRTX
|
13F-HR |
2/14/2025, 04:25 PM |
Q3 2024 |
74 |
$1.74B |
+$128M |
-$287M |
-$160M |
LLY, THC, CYTK, ABBV, VRTX
|
13F-HR |
11/14/2024, 05:03 PM |
Q2 2024 |
74 |
$1.83B |
+$213M |
-$293M |
-$80.8M |
LLY, CYTK, THC, MRK, VRTX
|
13F-HR |
8/14/2024, 04:01 PM |
Q1 2024 |
78 |
$1.99B |
+$304M |
-$144M |
+$160M |
LLY, CYTK, MRK, ABBV, EW
|
13F-HR |
5/14/2024, 04:12 PM |
Q4 2023 |
63 |
$1.67B |
+$229M |
-$916M |
-$688M |
LLY, CYTK, MRK, ABBV, VRTX
|
13F-HR |
2/14/2024, 04:03 PM |
Q3 2023 |
91 |
$2.12B |
+$231M |
-$548M |
-$317M |
LLY, HUM, ABBV, CYTK, MRK
|
13F-HR |
11/14/2023, 04:15 PM |
Q2 2023 |
97 |
$2.58B |
+$545M |
-$392M |
+$154M |
LLY, PEN, HZNP, CYTK, CNC
|
13F-HR |
8/14/2023, 05:03 PM |
Q1 2023 |
78 |
$2.26B |
+$396M |
-$178M |
+$218M |
HZNP, LLY, PEN, CYTK, HUM
|
13F-HR |
5/15/2023, 04:04 PM |
Q4 2022 |
89 |
$2.79B |
+$597M |
-$319M |
+$278M |
HZNP, CYTK, LLY, MRK, CNC
|
13F-HR |
2/14/2023, 03:06 PM |
Q3 2022 |
85 |
$2.76B |
+$565M |
-$192M |
+$373M |
CYTK, LLY, BMRN, RCUS, CNC
|
13F-HR |
11/14/2022, 03:03 PM |
Q2 2022 |
79 |
$2.62B |
+$640M |
-$87.3M |
+$552M |
JNJ, CYTK, LLY, CNC, JAZZ
|
13F-HR |
8/15/2022, 05:23 PM |
Q1 2022 |
68 |
$2.67B |
+$468M |
-$120M |
+$348M |
OM, HZNP, RCUS, JNJ, CNC
|
13F-HR |
5/16/2022, 04:03 PM |
Q4 2021 |
71 |
$2.94B |
+$456M |
-$492M |
-$36.4M |
RCUS, OM, ABBV, HZNP, CYTK
|
13F-HR |
2/14/2022, 03:37 PM |
Q3 2021 |
75 |
$3.08B |
+$486M |
-$586M |
-$99.4M |
HZNP, OM, LLY, RCUS, CYTK
|
13F-HR |
11/15/2021, 04:05 PM |
Q2 2021 |
79 |
$3.11B |
+$419M |
-$330M |
+$88.9M |
ALXN, HZNP, OM, LLY, NBIX
|
13F-HR |
8/16/2021, 04:03 PM |
Q1 2021 |
76 |
$2.87B |
+$826M |
-$460M |
+$367M |
OM, ALXN, HZNP, NBIX, ABBV
|
13F-HR |
5/17/2021, 04:02 PM |
Q4 2020 |
84 |
$2.83B |
+$1.17B |
-$157M |
+$1.02B |
ALXN, OM, ABBV, HZNP, RCUS
|
Restatement |
2/19/2021, 03:02 PM |
Q3 2020 |
75 |
$2.16B |
+$839M |
-$335M |
+$504M |
OM, IMMU, QQQ, HZNP, ALXN
|
13F-HR |
11/16/2020, 03:02 PM |
Q2 2020 |
76 |
$1.93B |
+$919M |
-$171M |
+$748M |
IMMU, ALXN, QQQ, HZNP, ABBV
|
13F-HR |
8/14/2020, 04:06 PM |
Q1 2020 |
61 |
$1.22B |
+$516M |
-$345M |
+$171M |
ALXN, ABBV, ELV, MCK, CAH
|
13F-HR |
5/15/2020, 04:10 PM |
Q4 2019 |
61 |
$2.1B |
+$931M |
-$1.16B |
-$230M |
GILD, ALXN, CI, GILD, BOLD
|
13F-HR |
2/14/2020, 04:05 PM |
Q3 2019 |
72 |
$3.39B |
+$1.53B |
-$838M |
+$694M |
BMRN, ALXN, PEN, ZBH, GILD
|
13F-HR |
11/14/2019, 03:11 PM |
Q2 2019 |
84 |
$5.26B |
+$2.2B |
-$764M |
+$1.43B |
AGN, BMRN, HUM, ZBH, WCG
|
13F-HR |
8/14/2019, 04:04 PM |
Q1 2019 |
90 |
$4.52B |
+$2.23B |
-$1.01B |
+$1.22B |
ARNA, ZBH, PFE, SYK, UNH
|
13F-HR |
5/15/2019, 04:06 PM |
Q4 2018 |
93 |
$3.76B |
+$1.34B |
-$499M |
+$843M |
GDDY, ELV, ARNA, HUM, PEN
|
13F-HR |
2/14/2019, 03:59 PM |
Q3 2018 |
117 |
$6.83B |
+$2.16B |
-$565M |
+$1.59B |
CIXXXX, IHI, IWM, MYL, JAZZ
|
13F-HR |
11/13/2018, 03:01 PM |
Q2 2018 |
115 |
$6.39B |
+$2.49B |
-$724M |
+$1.77B |
QQQ, JAZZ, IWM, PTLA, AERI
|
13F-HR |
8/14/2018, 04:03 PM |
Q1 2018 |
93 |
$4.92B |
+$2.05B |
-$562M |
+$1.48B |
BMY, MYL, PTLA, JAZZ, AERI
|
13F-HR |
5/15/2018, 04:08 PM |
Q4 2017 |
80 |
$4.22B |
+$1.38B |
-$993M |
+$389M |
PTLA, PBYI, AERI, QQQXXXX, EW
|
13F-HR |
2/14/2018, 03:19 PM |
Q3 2017 |
88 |
$5.09B |
+$2.57B |
-$610M |
+$1.96B |
QQQXXXX, PTLA, PFE, XBI, PBYI
|
13F-HR |
11/14/2017, 03:09 PM |
Q2 2017 |
90 |
$3.71B |
+$1.62B |
-$640M |
+$978M |
KITE, PTLA, PBYI, XLV, ELV
|
13F-HR |
8/14/2017, 04:19 PM |
Q1 2017 |
97 |
$3.99B |
+$2.08B |
-$628M |
+$1.46B |
MRVLXXXX, JAZZ, LBTYA, BIIB, WFTIQ
|
13F-HR |
5/15/2017, 04:10 PM |
Q4 2016 |
92 |
$3.51B |
+$1.78B |
-$447M |
+$1.33B |
BIIB, CIXXXX, JAZZ, MDCO, BMRN
|
13F-HR |
2/14/2017, 03:28 PM |
Q3 2016 |
84 |
$3.42B |
+$1.63B |
-$509M |
+$1.12B |
BIIB, JAZZ, META, EW, UNP
|
13F-HR |
11/14/2016, 03:36 PM |
Q2 2016 |
78 |
$3.31B |
+$1.83B |
-$624M |
+$1.21B |
AET, EW, ALDR, META, AMAT
|
13F-HR |
8/15/2016, 04:20 PM |
Q1 2016 |
81 |
$3.24B |
+$1.59B |
-$592M |
+$997M |
HCA, ABBV, AAPL, BMY, WBA
|
13F-HR |
5/16/2016, 04:04 PM |
Q4 2015 |
67 |
$3.29B |
+$1.25B |
-$786M |
+$460M |
BMY, WBA, AGN, PANW, AER
|
13F-HR |
2/16/2016, 03:25 PM |
Q3 2015 |
74 |
$3.55B |
+$1.33B |
-$480M |
+$852M |
CLVSQ, HCA, WBA, UNH, PFE
|
13F-HR |
11/16/2015, 03:22 PM |
Q2 2015 |
84 |
$3.94B |
+$1.66B |
-$551M |
+$1.11B |
CLVSQ, HCA, AER, BRCM, BMY
|
13F-HR |
8/14/2015, 04:21 PM |
Q1 2015 |
82 |
$3.63B |
+$1.3B |
-$1.08B |
+$221M |
CLVSQ, VMC, VRX, WBA, MIC
|
13F-HR |
5/15/2015, 04:19 PM |
Q4 2014 |
88 |
$4.28B |
+$2.01B |
-$1.14B |
+$874M |
VMC, MSFT, VRX, HCA, WBA
|
13F-HR |
2/17/2015, 03:06 PM |
Q3 2014 |
64 |
$4.34B |
+$1B |
-$974M |
+$30.3M |
VMC, VRX, HOT, NFLX, HCA
|
13F-HR |
11/14/2014, 03:29 PM |
Q2 2014 |
64 |
$5B |
+$2.11B |
-$847M |
+$1.26B |
AGN, RADXXXX, VMC, HOT, MLM
|
13F-HR |
8/14/2014, 04:21 PM |
Q1 2014 |
71 |
$5.52B |
+$3.17B |
-$752M |
+$2.42B |
EEM, BMY, GOOGLXXXX, HCA, HOT
|
13F-HR |
5/15/2014, 04:34 PM |
Q4 2013 |
60 |
$4.97B |
+$2.42B |
-$1.06B |
+$1.35B |
BMY, GILD, GOOGLXXXX, HOT, A
|
Restatement |
2/21/2014, 03:05 PM |
Q3 2013 |
68 |
$4.13B |
+$1.31B |
-$1.12B |
+$196M |
GILD, TMO, HOT, A, WYND
|
Restatement |
2/21/2014, 03:04 PM |
Q2 2013 |
70 |
$4.79B |
+$2.65B |
-$227M |
+$2.42B |
GILD, ETN, PFE, GOOGLXXXX, TMO
|
Restatement |
2/21/2014, 03:04 PM |
Q1 2013 |
58 |
$3.02B |
|
|
|
CTXS, GILD, PFE, ETN, CBRE
|
Restatement |
2/21/2014, 03:04 PM |