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 |
59 |
$111M |
+$81.4M |
-$81.8M |
-$347K |
BMRN, TMO, BRKR, AZN, ELV
|
13F-HR |
11/14/2023, 04:01 PM |
Q2 2023 |
65 |
$115M |
+$61.2M |
-$143M |
-$81.8M |
SPY, BMRN, LH, CI, MRK
|
13F-HR |
8/14/2023, 05:00 PM |
Q1 2023 |
50 |
$195M |
+$101M |
-$62.7M |
+$38.1M |
BMRN, BDX, ELV, SBRA, LH
|
13F-HR |
5/15/2023, 04:02 PM |
Q4 2022 |
54 |
$238M |
+$81M |
-$53.4M |
+$27.5M |
LH, CI, MRK, CNC, ELV
|
13F-HR |
2/14/2023, 03:01 PM |
Q3 2022 |
48 |
$258M |
+$141M |
-$21.6M |
+$119M |
LH, HUM, TAK, BAX, QGEN
|
13F-HR |
11/14/2022, 03:03 PM |
Q2 2022 |
48 |
$226M |
+$97.5M |
-$65.9M |
+$31.6M |
QGEN, BSX, AVTR, HUM, ICLR
|
13F-HR |
8/15/2022, 04:09 PM |
Q1 2022 |
60 |
$319M |
+$144M |
-$31.8M |
+$112M |
SPY, CNC, LH, AZN, OFIX
|
13F-HR |
5/16/2022, 04:01 PM |
Q4 2021 |
65 |
$354M |
+$186M |
-$50.8M |
+$136M |
SPY, SNY, LH, AZN, SIBN
|
13F-HR |
2/14/2022, 03:00 PM |
Q3 2021 |
50 |
$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 |
-$104M |
+$3.85M |
OXFD, BDX, BMY, ABBV, JNJ
|
13F-HR |
2/16/2021, 02:14 PM |
Q3 2020 |
60 |
$338M |
+$167M |
-$33.8M |
+$133M |
SPY, BMY, OXFD, EHC, ABBV
|
13F-HR |
11/16/2020, 03:11 PM |
Q2 2020 |
56 |
$1.81B |
+$1.69B |
-$88.2M |
+$1.6B |
IWN, SPY, OXFD, SIBN, JNJ
|
13F-HR |
8/14/2020, 04:13 PM |
Q1 2020 |
51 |
$211M |
+$111M |
-$76.2M |
+$34.8M |
SNY, PFE, HOLX, SIBN, OXFD
|
13F-HR |
5/15/2020, 04:03 PM |
Q4 2019 |
52 |
$307M |
+$149M |
-$1.57B |
-$1.42B |
BMY, ELV, ZBH, OXFD, COR
|
13F-HR |
2/14/2020, 03:06 PM |
Q3 2019 |
47 |
$268M |
+$146M |
-$58.1M |
+$88.2M |
RCM, ZBH, SPY, HCA, OXFD
|
Restatement |
11/25/2019, 03:37 PM |
Q2 2019 |
49 |
$247M |
+$122M |
-$29.7M |
+$92.1M |
TAK, LH, ZBH, WMGI, RCM
|
13F-HR |
8/14/2019, 04:07 PM |
Q1 2019 |
69 |
$244M |
+$173M |
-$54.6M |
+$118M |
BMY, IIN, ICLR, VCRA, CI
|
13F-HR |
5/15/2019, 04:05 PM |
Q4 2018 |
47 |
$187M |
+$92.3M |
-$20.9M |
+$71.4M |
AGN, CI, ZBH, CELG, CVS
|
13F-HR |
2/14/2019, 03:04 PM |
Q3 2018 |
72 |
$223M |
+$85.8M |
-$83.1M |
+$2.7M |
CIXXXX, SHPG, AGN, TVTY, WMGI
|
13F-HR |
11/14/2018, 03:07 PM |
Q2 2018 |
65 |
$229M |
+$55.2M |
-$81.2M |
-$26M |
AGN, MRK, ABT, SHPG, CIXXXX
|
13F-HR |
8/14/2018, 04:09 PM |
Q1 2018 |
69 |
$266M |
+$91.2M |
-$93.4M |
-$2.12M |
AGN, ABT, JNJ, MDT, BDX
|
13F-HR |
5/15/2018, 04:06 PM |
Q4 2017 |
74 |
$326M |
+$113M |
-$52.3M |
+$61M |
DVA, WBA, AGN, SBRA, MCK
|
13F-HR |
2/14/2018, 03:16 PM |
Q3 2017 |
84 |
$329M |
+$108M |
-$100M |
+$7.63M |
DVA, BIIB, OXFD, SBRA, DHR
|
13F-HR |
11/14/2017, 03:21 PM |
Q2 2017 |
91 |
$350M |
+$114M |
-$52.9M |
+$61.2M |
TMO, UHS, OXFD, ABT, DVA
|
13F-HR |
8/14/2017, 04:32 PM |
Q1 2017 |
87 |
$309M |
+$124M |
-$51.7M |
+$72M |
ABT, BDX, UHS, SHPG, DVA
|
13F-HR |
5/15/2017, 04:39 PM |
Q4 2016 |
72 |
$240M |
+$64.6M |
-$38.9M |
+$25.7M |
SHPG, HLS, STJ, ABT, UNH
|
13F-HR |
2/14/2017, 04:49 PM |
Q3 2016 |
96 |
$270M |
+$62.8M |
-$93.5M |
-$30.7M |
SHPG, AGN, ABT, AMSG, HLS
|
13F-HR |
11/14/2016, 05:08 PM |
Q2 2016 |
88 |
$299M |
+$85M |
-$89.4M |
-$4.38M |
AGN, SHPG, MNKKQ, HLS, MCK
|
13F-HR |
8/15/2016, 04:38 PM |
Q1 2016 |
86 |
$309M |
+$83.6M |
-$45M |
+$38.6M |
TEVA, MNKKQ, HLS, AET, HRC
|
13F-HR |
5/16/2016, 05:13 PM |
Q4 2015 |
77 |
$299M |
+$89.9M |
-$95.4M |
-$5.49M |
TEVA, MNKKQ, ZBH, HLS, MDT
|
13F-HR |
2/16/2016, 04:06 PM |
Q3 2015 |
77 |
$300M |
+$108M |
-$56.5M |
+$51.1M |
STJ, TMO, BDX, TEVA, AGN
|
13F-HR |
11/16/2015, 04:15 PM |
Q2 2015 |
93 |
$339M |
+$138M |
-$40.1M |
+$97.6M |
BDX, AGN, LH, TMO, GMED
|
13F-HR |
8/14/2015, 05:17 PM |
Q1 2015 |
96 |
$303M |
+$112M |
-$47.7M |
+$64.8M |
GMED, B108PS, TMO, BDX, TEVA
|
13F-HR |
5/15/2015, 04:53 PM |
Q4 2014 |
87 |
$255M |
|
|
|
TMO, BDX, B108PS, UHS, ELV
|
13F-HR |
2/13/2015, 07:05 PM |