| Q3 2018 |
|
|
|
|
|
|
13F-HR |
10/31/2018, 11:15 AM |
| Q2 2018 |
24 |
$34.7M |
+$5.49M |
-$167M |
-$161M |
MRK, SNY, MYL, CIXXXX, AZN
|
13F-HR |
8/13/2018, 04:43 PM |
| Q1 2018 |
31 |
$317M |
+$149M |
-$118M |
+$30.4M |
AZN, EXAS, REGN, SNY, MYL
|
13F-HR |
5/14/2018, 04:29 PM |
| Q4 2017 |
30 |
$392M |
+$230M |
-$226M |
+$4.36M |
SNY, REGN, MYL, AET, CVS
|
13F-HR |
2/13/2018, 03:28 PM |
| Q3 2017 |
28 |
$410M |
+$266M |
-$57.3M |
+$209M |
HALO, SNY, REGN, AGNPRA, TSRO
|
13F-HR |
11/13/2017, 03:17 PM |
| Q2 2017 |
23 |
$406M |
+$190M |
-$16.2M |
+$174M |
HALO, ESRX, MYL, NBIX, LLY
|
13F-HR |
8/11/2017, 04:39 PM |
| Q1 2017 |
27 |
$385M |
+$181M |
-$11.8M |
+$169M |
SNY, HALO, ESRX, ELV, GILD
|
13F-HR |
5/12/2017, 04:19 PM |
| Q4 2016 |
30 |
$377M |
+$127M |
-$23.2M |
+$103M |
SNY, LLY, SHPG, AGN, ELV
|
13F-HR |
2/13/2017, 04:33 PM |
| Q3 2016 |
35 |
$387M |
+$118M |
-$44.1M |
+$73.4M |
SNY, LLY, ELV, SHPG, ESRX
|
13F-HR |
11/14/2016, 03:38 PM |
| Q2 2016 |
41 |
$459M |
+$234M |
-$101M |
+$132M |
LLY, SNY, ABT, SHPG, BIIB
|
13F-HR |
8/12/2016, 04:09 PM |
| Q1 2016 |
37 |
$504M |
+$148M |
-$118M |
+$30M |
NVRO, AMGN, AGN, TEVA, ELV
|
13F-HR |
5/13/2016, 04:28 PM |
| Q4 2015 |
41 |
$899M |
+$315M |
-$136M |
+$179M |
VRX, NVRO, TEVA, AET, MYL
|
13F-HR |
2/12/2016, 03:09 PM |
| Q3 2015 |
36 |
$687M |
+$407M |
-$15.8M |
+$391M |
NVRO, MYL, TEVA, STJ, AET
|
13F-HR |
11/16/2015, 03:32 PM |
| Q2 2015 |
38 |
$582M |
+$295M |
-$64.7M |
+$230M |
NVRO, TEVA, LH, STJ, PRGO
|
13F-HR |
8/14/2015, 04:07 PM |
| Q1 2015 |
33 |
$410M |
+$260M |
-$22.6M |
+$237M |
STJ, KND, TEVA, NVRO, SNY
|
13F-HR |
5/15/2015, 09:54 AM |
| Q4 2014 |
32 |
$341M |
+$144M |
-$81.3M |
+$62.5M |
SNY, MYLXXXX, CYH, VRX, B108PS
|
13F-HR |
2/17/2015, 03:41 PM |
| Q3 2014 |
29 |
$341M |
+$151M |
-$13.6M |
+$138M |
MYLXXXX, GSKXXXX, TEVA, SNY, F113PS
|
13F-HR |
11/14/2014, 12:49 PM |
| Q2 2014 |
26 |
$262M |
+$91.7M |
-$29.6M |
+$62.1M |
TEVA, SNY, CYH, ABBV, INSM
|
13F-HR |
8/14/2014, 04:05 PM |
| Q1 2014 |
18 |
$189M |
+$103M |
-$774K |
+$102M |
ABBV, SNY, TEVA, MDVN, AMGN
|
13F-HR |
5/15/2014, 04:09 PM |
| Q4 2013 |
19 |
$122M |
|
|
|
GSKXXXX, TEVA, MYLXXXX, CYH, OFIX
|
13F-HR |
2/14/2014, 09:38 AM |