| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | CIGNA CORPORATION | 75,000 | 10,127,000 | 4.91% | ||
| 2 | HEALTH NET INC | 160,000 | 9,635,000 | 4.67% | ||
| 3 | HUMANA | 50,000 | 8,950,000 | 4.34% | ||
| 4 | AETNA INC NEW | 80,000 | 8,753,000 | 4.25% | ||
| 5 | MCKESSON CORP | 45,000 | 8,326,000 | 4.04% | ||
| 6 | HCA HOLDINGS INC | 85,000 | 6,576,000 | 3.19% | ||
| 7 | WELLCARE HEALTH PLANS INC COM | 75,000 | 6,464,000 | 3.13% | ||
| 8 | BIOGEN INC | 20,000 | 5,836,000 | 2.83% | ||
| 9 | AMGEN INC | 40,000 | 5,533,000 | 2.68% | ||
| 10 | ALLERGAN PLC | 20,000 | 5,436,000 | 2.64% | ||
| 11 | CELGENE CORP | 50,000 | 5,409,000 | 2.62% | ||
| 12 | GILEAD SCIENCES INC | 55,000 | 5,400,000 | 2.62% | ||
| 13 | CVS HEALTH CORP | 55,000 | 5,306,000 | 2.57% | ||
| 14 | UNIVERSAL HLTH SVCS INC | 42,222 | 5,270,000 | 2.56% | ||
| 15 | COMMUNITY HEALTH SYS INC NEW COM | 121,664 | 5,204,000 | 2.52% | ||
| 16 | LILLY ELI & CO | 60,000 | 5,021,000 | 2.44% | ||
| 17 | REGENERON PHARMACEUTICALS | 10,000 | 4,651,000 | 2.26% | ||
| 18 | RITE AID CORP | 750,000 | 4,553,000 | 2.21% | ||
| 19 | TEVA PHARMACEUTICAL INDS LTD | 79,400 | 4,483,000 | 2.17% | ||
| 20 | BRISTOL MYERS SQUIBB CO | 75,000 | 4,440,000 | 2.15% | ||
| 21 | VERTEX PHARMACEUT | 40,000 | 4,166,000 | 2.02% | ||
| 22 | ALEXION PHARMACEUTIC | 25,000 | 3,910,000 | 1.90% | ||
| 23 | BIOMARIN | 35,000 | 3,686,000 | 1.79% | ||
| 24 | WALGREENS BOOTS ALLIANCE INC | 40,000 | 3,324,000 | 1.61% | ||
| 25 | LHC GROUP INC COM | 67,705 | 3,031,000 | 1.47% | ||
| 26 | AMEDISYS INC COM | 79,800 | 3,030,000 | 1.47% | ||
| 27 | MEDTRONIC PLC | 45,000 | 3,012,000 | 1.46% | ||
| 28 | INCYTE | 27,000 | 2,979,000 | 1.44% | ||
| 29 | SURGICAL CARE AFFILIATES INC COM | 80,000 | 2,615,000 | 1.27% | ||
| 30 | HILL ROM HLDGS INC | 50,000 | 2,600,000 | 1.26% | ||
| 31 | KINDRED HEALTHCARE INC | 161,000 | 2,536,000 | 1.23% | ||
| 32 | BOSTON SCIENTIFIC CORP | 150,000 | 2,462,000 | 1.19% | ||
| 33 | MYLAN N V | 60,000 | 2,416,000 | 1.17% | ||
| 34 | PERRIGO CO PLC | 15,000 | 2,359,000 | 1.14% | ||
| 35 | TENET HEALTHCARE CORP | 62,445 | 2,305,000 | 1.12% | ||
| 36 | ZOETIS INC | 55,000 | 2,265,000 | 1.10% | ||
| 37 | AMN HEALTHCARE SERVICES INC | 75,000 | 2,251,000 | 1.09% | ||
| 38 | CENTENE CORP DEL | 40,000 | 2,169,000 | 1.05% | ||
| 39 | CHEMED CORP NEW COM | 15,996 | 2,135,000 | 1.04% | ||
| 40 | VWR CORP | 80,000 | 2,055,000 | 1.00% | ||
| 41 | BECTON DICKINSON & CO | 15,000 | 1,990,000 | 0.97% | ||
| 42 | MOLINA HEALTHCARE INC | 27,500 | 1,893,000 | 0.92% | ||
| 43 | ZIMMER BIOMET HLDGS INC | 20,000 | 1,879,000 | 0.91% | ||
| 44 | GENESIS HEALTHCARE INC | 304,766 | 1,868,000 | 0.91% | ||
| 45 | ACADIA PHARMACEUTICALS INC COM | 56,314 | 1,862,000 | 0.90% | ||
| 46 | SHIRE PLC | 9,000 | 1,847,000 | 0.90% | ||
| 47 | QUEST DIAGNOSTICS INC | 30,000 | 1,844,000 | 0.89% | ||
| 48 | IMPAX LABORATORIES INC | 50,000 | 1,761,000 | 0.85% | ||
| 49 | ILLUMINA INC | 10,000 | 1,758,000 | 0.85% | ||
| 50 | SMITH & NEPHEW PLC SPDN ADR NEW | 50,000 | 1,750,000 | 0.85% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001398344-15-007340, filed 2015.11.04).
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.
