| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | HUMANA INC | 69,700 | 13,332,000 | 4.63% | ||
| 2 | COMMUNITY HEALTH SYSTEMS INC | 199,100 | 12,537,000 | 4.35% | ||
| 3 | TENET HEALTHCARE CORP | 189,100 | 10,945,000 | 3.80% | ||
| 4 | HCA Holdings, Inc. | 119,300 | 10,823,000 | 3.76% | ||
| 5 | Biogen IDEC Inc | 24,800 | 10,018,000 | 3.48% | ||
| 6 | CIGNA CORP | 60,000 | 9,720,000 | 3.37% | ||
| 7 | WELLCARE HEALTH PLANS INC | 105,000 | 8,907,000 | 3.09% | ||
| 8 | AETNA INC NEW | 69,700 | 8,884,000 | 3.08% | ||
| 9 | UNIVERSAL HEALTH SERVICES-B | 59,700 | 8,483,000 | 2.94% | ||
| 10 | CENTENE CORP DEL | 89,600 | 7,204,000 | 2.50% | ||
| 11 | ST JUDE MED INC | 90,000 | 6,576,000 | 2.28% | ||
| 12 | CVS HEALTH CORP | 60,000 | 6,293,000 | 2.18% | ||
| 13 | Rite Aid Corp. | 745,100 | 6,222,000 | 2.16% | ||
| 14 | ALLERGAN PLC | 19,900 | 6,039,000 | 2.10% | ||
| 15 | MCKESSON CORP | 25,727 | 5,784,000 | 2.01% | ||
| 16 | ANTHEM INC COM | 35,000 | 5,745,000 | 1.99% | ||
| 17 | HEALTH NET INC | 89,400 | 5,732,000 | 1.99% | ||
| 18 | TEVA PHARMACEUTICAL-SP ADR | 89,400 | 5,284,000 | 1.83% | ||
| 19 | MYLAN NV | 74,400 | 5,049,000 | 1.75% | ||
| 20 | WALGREENS BOOTS ALLIANCE INC | 59,600 | 5,033,000 | 1.75% | ||
| 21 | BOSTON SCIENTIFIC CORP | 272,900 | 4,830,000 | 1.68% | ||
| 22 | BRISTOL MYERS SQUIBB | 69,500 | 4,625,000 | 1.60% | ||
| 23 | Gilead Sciences | 39,500 | 4,625,000 | 1.60% | ||
| 24 | Celgene Corp | 39,700 | 4,595,000 | 1.59% | ||
| 25 | ALEXION PHARMACEUTICALS INC | 25,000 | 4,519,000 | 1.57% | ||
| 26 | AMEDISYS INC | 109,222 | 4,339,000 | 1.51% | ||
| 27 | ZIMMER BIOMET HOLDINGS INC | 39,700 | 4,336,000 | 1.50% | ||
| 28 | SMITH NEPHEW PLC -SPON ADR | 113,628 | 3,858,000 | 1.34% | ||
| 29 | SHIRE PLC | 15,000 | 3,622,000 | 1.26% | ||
| 30 | BECTON DICKINSON & CO | 25,000 | 3,541,000 | 1.23% | ||
| 31 | BIOMARIN PHARMACEUTICAL INC | 25,000 | 3,420,000 | 1.19% | ||
| 32 | FEI COMPANY | 40,000 | 3,317,000 | 1.15% | ||
| 33 | MEDTRONIC PLC | 44,500 | 3,297,000 | 1.14% | ||
| 34 | ILLUMINA | 15,000 | 3,275,000 | 1.14% | ||
| 35 | KINDRED HEALTHCARE INC | 161,000 | 3,267,000 | 1.13% | ||
| 36 | ENDO INTL PLC | 40,000 | 3,186,000 | 1.11% | ||
| 37 | LHC Group, Inc. | 80,000 | 3,060,000 | 1.06% | ||
| 38 | JAZZ PHARMACEUTICALS PLC | 17,300 | 3,046,000 | 1.06% | ||
| 39 | MALLINCKRODT PUB LTD CO | 25,000 | 2,943,000 | 1.02% | ||
| 40 | PERKINELMER INC | 55,000 | 2,895,000 | 1.00% | ||
| 41 | INCYTE CORP | 27,000 | 2,814,000 | 0.98% | ||
| 42 | PERRIGO CO PLC | 15,000 | 2,772,000 | 0.96% | ||
| 43 | OWENS & MINOR INC NEW | 80,000 | 2,720,000 | 0.94% | ||
| 44 | AMN HEALTHCARE SERVICES INC | 85,000 | 2,685,000 | 0.93% | ||
| 45 | Impax Laboratories Inc | 55,669 | 2,556,000 | 0.89% | ||
| 46 | MOMENTA PHARMACEUTICALS INC | 110,000 | 2,509,000 | 0.87% | ||
| 47 | VWR CORP | 91,090 | 2,435,000 | 0.84% | ||
| 48 | INTUITIVE SURGICAL INC | 5,000 | 2,423,000 | 0.84% | ||
| 49 | ZOETIS INC | 50,000 | 2,411,000 | 0.84% | ||
| 50 | SURGICAL CARE AFFILIATES INC | 62,500 | 2,399,000 | 0.83% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001398344-15-004268, filed 2015.07.06).
From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.
