Q2 2025 |
23 |
$718M |
+$135M |
-$916M |
-$782M |
ZBH, BAX, HUM, CVS, GMED
|
13F-HR |
8/14/2025, 04:11 PM |
Q1 2025 |
28 |
$1.6B |
+$212M |
-$1.15B |
-$938M |
ZBH, BAX, HUM, CVS, GMED
|
13F-HR |
5/15/2025, 04:17 PM |
Q4 2024 |
36 |
$2.56B |
+$600M |
-$393M |
+$206M |
MDT, VTRS, ZBH, HUM, PTCT
|
13F-HR |
2/14/2025, 08:58 AM |
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 |
-$604M |
-$125M |
ZBH, BAX, MDT, UHS, GMED
|
13F-HR |
8/14/2024, 09:28 AM |
Q1 2024 |
33 |
$2.85B |
+$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 |
43 |
$3.03B |
+$687M |
-$378M |
+$309M |
UHS, PFE, THC, ZBH, VTRS
|
13F-HR |
11/14/2023, 08:56 AM |
Q2 2023 |
43 |
$3.07B |
+$271M |
-$678M |
-$407M |
UHS, THC, VTRS, SNY, WBA
|
13F-HR |
8/14/2023, 10:26 AM |
Q1 2023 |
41 |
$3.25B |
+$707M |
-$330M |
+$378M |
QQQ, SNY, UHS, THC, WBA
|
13F-HR |
5/15/2023, 09:06 AM |
Q4 2022 |
39 |
$2.92B |
+$481M |
-$316M |
+$165M |
SNY, UHS, VTRS, THC, WBA
|
13F-HR |
2/14/2023, 08:01 AM |
Q3 2022 |
45 |
$3.27B |
+$1.26B |
-$201M |
+$1.06B |
SNY, VTRS, UHS, SRPT, THC
|
13F-HR |
11/14/2022, 08:37 AM |
Q2 2022 |
40 |
$2.3B |
+$476M |
-$230M |
+$245M |
VTRS, SNY, ZBH, SRPT, BMRN
|
13F-HR |
8/15/2022, 08:55 AM |
Q1 2022 |
37 |
$2.76B |
+$768M |
-$249M |
+$519M |
VTRS, UHS, SNY, ZBH, GILD
|
13F-HR |
5/16/2022, 08:39 AM |
Q4 2021 |
39 |
$2.91B |
+$612M |
-$460M |
+$152M |
VTRS, UHS, MRK, SNY, WBA
|
13F-HR |
2/14/2022, 08:33 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 |
32 |
$2.85B |
+$1.1B |
-$103M |
+$996M |
CHNG, VTRS, UHS, ALXN, GILD
|
13F-HR |
2/16/2021, 07:33 AM |
Q3 2020 |
35 |
$1.9B |
+$448M |
-$152M |
+$295M |
CHNG, MYL, ALXN, PRGO, UHS
|
13F-HR/A |
11/16/2020, 03:51 PM |
Q3 2020 |
34 |
$1.9B |
+$447M |
-$152M |
+$295M |
CHNG, MYL, ALXN, PRGO, UHS
|
13F-HR |
11/16/2020, 07:39 AM |
Q2 2020 |
30 |
$1.75B |
+$439M |
-$194M |
+$245M |
CHNG, MYL, ALXN, ALKS, PRGO
|
13F-HR |
8/14/2020, 08:25 AM |
Q1 2020 |
29 |
$1.67B |
+$775M |
-$136M |
+$639M |
ALXN, CHNG, MYL, GSKXXXX, UHS
|
13F-HR |
5/15/2020, 08:52 AM |
Q4 2019 |
29 |
$1.97B |
+$281M |
-$204M |
+$76.4M |
AGN, MYL, BIIB, GILD, THC
|
13F-HR |
2/14/2020, 08:22 AM |
Q3 2019 |
34 |
$1.9B |
+$453M |
-$152M |
+$301M |
AGN, MYL, PRGO, BKD, DVA
|
13F-HR |
11/14/2019, 08:15 AM |
Q2 2019 |
31 |
$2.15B |
+$574M |
-$78.2M |
+$496M |
SPY, AGN, MYL, DVA, PRGO
|
13F-HR |
8/14/2019, 09:16 AM |
Q1 2019 |
28 |
$2.01B |
+$714M |
-$193M |
+$521M |
SPY, AGN, MYL, PRGO, GBT
|
13F-HR |
5/15/2019, 09:45 AM |
Q4 2018 |
36 |
$2.11B |
+$881M |
-$160M |
+$721M |
TSRO, MYL, AGN, AGN, UHS
|
13F-HR |
2/14/2019, 09:17 AM |
Q3 2018 |
26 |
$2.34B |
+$550M |
-$222M |
+$327M |
SPY, AGN, HCA, MYL, TSRO
|
13F-HR |
11/14/2018, 08:55 AM |
Q2 2018 |
33 |
$2.6B |
+$879M |
-$215M |
+$664M |
SPY, AGN, HCA, BIIB, GHDX
|
13F-HR |
8/14/2018, 09:23 AM |
Q1 2018 |
32 |
$2.04B |
+$765M |
-$284M |
+$481M |
SHPG, NKTR, AGN, BIIB, HCA
|
13F-HR |
5/15/2018, 08:48 AM |
Q4 2017 |
34 |
$2.04B |
+$646M |
-$261M |
+$386M |
SPY, NKTR, HCA, MYL, AGN
|
13F-HR |
2/14/2018, 09:22 AM |
Q3 2017 |
23 |
$1.58B |
+$485M |
-$236M |
+$249M |
SPY, NKTR, THC, MYL, PRGO
|
13F-HR |
11/14/2017, 10:21 AM |
Q2 2017 |
34 |
$2.05B |
+$376M |
-$676M |
-$300M |
SPY, TEVA, MYL, GILD, GILD
|
13F-HR |
8/14/2017, 11:18 AM |
Q1 2017 |
32 |
$2.47B |
+$924M |
-$128M |
+$796M |
SPY, TEVA, MYL, GILD, NKTR
|
13F-HR |
5/15/2017, 11:17 AM |
Q4 2016 |
35 |
$1.92B |
+$678M |
-$37.3M |
+$640M |
TEVA, MYL, SYK, AGN, GILD
|
Restatement |
3/16/2017, 09:19 AM |
Q3 2016 |
36 |
$2.27B |
+$603M |
-$110M |
+$493M |
SPY, TEVA, MYL, PRGO, GILD
|
13F-HR |
11/14/2016, 10:20 AM |
Q2 2016 |
47 |
$2.06B |
+$873M |
-$159M |
+$714M |
SPY, TEVA, MYL, GILD, ENDPQ
|
13F-HR |
8/12/2016, 03:43 PM |
Q1 2016 |
48 |
$1.71B |
+$691M |
|
+$691M |
TEVA, MYL, MDCO, BKD, NUVA
|
13F-HR |
5/13/2016, 04:00 PM |
Q4 2015 |
45 |
$1.55B |
+$579M |
-$76.6M |
+$502M |
TEVA, SPY, GHDX, MDCO, LIVN
|
13F-HR |
2/12/2016, 07:17 AM |
Q3 2015 |
43 |
$1.17B |
+$285M |
-$66.9M |
+$219M |
TEVA, MDCO, AZN, CYBX, MYL
|
13F-HR |
11/13/2015, 09:37 AM |
Q2 2015 |
42 |
$1.47B |
+$507M |
-$190M |
+$317M |
TEVA, SPY, AZN, XLV, MASI
|
13F-HR |
8/14/2015, 10:07 AM |
Q1 2015 |
34 |
$1.39B |
+$289M |
-$68.9M |
+$220M |
SPY, TEVA, MASI, MDCO, GHDX
|
13F-HR |
5/15/2015, 11:09 AM |
Q4 2014 |
41 |
$1.5B |
+$571M |
-$142M |
+$429M |
SPY, TEVA, MASI, GSKXXXX, GHDX
|
Restatement |
5/13/2015, 11:50 AM |
Q3 2014 |
37 |
$1.06B |
+$389M |
-$65.2M |
+$324M |
TEVA, MYLXXXX, MASI, GHDX, GSKXXXX
|
13F-HR |
11/14/2014, 09:32 AM |
Q2 2014 |
41 |
$1.53B |
+$410M |
-$58.8M |
+$351M |
SPY, TEVA, V107SC, DGX, CYH
|
13F-HR |
8/14/2014, 10:03 AM |
Q1 2014 |
39 |
$1.28B |
+$550M |
-$241M |
+$309M |
SPY, TEVA, V107SC, THC, DGX
|
13F-HR |
5/15/2014, 10:28 AM |
Q4 2013 |
36 |
$1.13B |
|
|
|
TEVA, TEVA, MYLXXXX, V107SC, HCA
|
13F-HR |
2/14/2014, 06:55 AM |