| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | AETNA INC NEW | 95,000 | 10,673,000 | 4.72% | ||
| 2 | HCA HOLDINGS INC | 125,000 | 9,756,000 | 4.32% | ||
| 3 | UNITEDHEALTH GROUP INC | 75,000 | 9,668,000 | 4.28% | ||
| 4 | UNIVERSAL HLTH SVCS INC | 75,000 | 9,354,000 | 4.14% | ||
| 5 | MCKESSON CORP | 51,000 | 8,020,000 | 3.55% | ||
| 6 | ALEXION PHARMACEUTIC | 50,000 | 6,961,000 | 3.08% | ||
| 7 | BECTON DICKINSON & CO | 45,000 | 6,832,000 | 3.02% | ||
| 8 | HUMANA | 35,000 | 6,403,000 | 2.83% | ||
| 9 | CENTENE CORP DEL | 100,000 | 6,157,000 | 2.73% | ||
| 10 | GILEAD SCIENCES INC | 65,000 | 5,971,000 | 2.64% | ||
| 11 | WALGREENS BOOTS ALLIANCE INC | 70,000 | 5,897,000 | 2.61% | ||
| 12 | BOSTON SCIENTIFIC CORP | 300,000 | 5,643,000 | 2.50% | ||
| 13 | CIGNA CORPORATION | 40,000 | 5,490,000 | 2.43% | ||
| 14 | CHEMED CORP NEW COM | 40,000 | 5,418,000 | 2.40% | ||
| 15 | ZIMMER BIOMET HLDGS INC | 50,000 | 5,332,000 | 2.36% | ||
| 16 | ABBOTT LABS | 125,000 | 5,229,000 | 2.31% | ||
| 17 | BRISTOL MYERS SQUIBB CO | 80,000 | 5,110,000 | 2.26% | ||
| 18 | BIOMARIN | 60,000 | 4,949,000 | 2.19% | ||
| 19 | WELLCARE HEALTH PLANS INC COM | 50,000 | 4,638,000 | 2.05% | ||
| 20 | TENET HEALTHCARE CORP | 160,000 | 4,629,000 | 2.05% | ||
| 21 | REGENERON PHARMACEUTICALS | 12,500 | 4,506,000 | 1.99% | ||
| 22 | THERMO FISHER SCIENTIFIC INC | 30,000 | 4,248,000 | 1.88% | ||
| 23 | ALLERGAN PLC | 15,000 | 4,020,000 | 1.78% | ||
| 24 | CELGENE CORP | 40,000 | 4,004,000 | 1.77% | ||
| 25 | LHC GROUP INC COM | 110,000 | 3,912,000 | 1.73% | ||
| 26 | BIOGEN INC | 15,000 | 3,905,000 | 1.73% | ||
| 27 | AGILENT TECHNOLOGIES INC | 95,000 | 3,786,000 | 1.68% | ||
| 28 | PATTERSON COS INC | 75,000 | 3,490,000 | 1.54% | ||
| 29 | SHIRE PLC | 20,000 | 3,438,000 | 1.52% | ||
| 30 | AMEDISYS INC COM | 69,821 | 3,375,000 | 1.49% | ||
| 31 | MEDTRONIC PLC | 45,000 | 3,375,000 | 1.49% | ||
| 32 | COMMUNITY HEALTH SYS INC NEW COM | 165,000 | 3,054,000 | 1.35% | ||
| 33 | ACADIA PHARMACEUTICALS INC COM | 100,000 | 2,796,000 | 1.24% | ||
| 34 | SURGICAL CARE AFFILIATES INC COM | 60,000 | 2,777,000 | 1.23% | ||
| 35 | WATERS CORP | 20,000 | 2,638,000 | 1.17% | ||
| 36 | AMSURG CORP | 35,000 | 2,611,000 | 1.16% | ||
| 37 | PERKINELMER INC | 49,980 | 2,472,000 | 1.09% | ||
| 38 | TEVA PHARMACEUTICAL INDS LTD | 46,000 | 2,461,000 | 1.09% | ||
| 39 | HILL ROM HLDGS INC | 48,000 | 2,414,000 | 1.07% | ||
| 40 | VARIAN MED SYS I | 30,000 | 2,401,000 | 1.06% | ||
| 41 | AMGEN INC | 15,000 | 2,249,000 | 1.00% | ||
| 42 | INCYTE | 30,000 | 2,174,000 | 0.96% | ||
| 43 | MEDIVATION INC | 45,000 | 2,069,000 | 0.92% | ||
| 44 | OWENS & MINOR INC NEW | 50,000 | 2,021,000 | 0.89% | ||
| 45 | ACADIA HEALTHCARE COMPANY IN | 35,000 | 1,929,000 | 0.85% | ||
| 46 | AMN HEALTHCARE SERVICES INC | 56,958 | 1,914,000 | 0.85% | ||
| 47 | DENTSPLY SIRONA INC | 30,000 | 1,849,000 | 0.82% | ||
| 48 | FEI COMPANY | 20,000 | 1,780,000 | 0.79% | ||
| 49 | MOLINA HEALTHCARE INC | 27,500 | 1,773,000 | 0.78% | ||
| 50 | EDWARDS LIFESCIENCES CORP | 20,000 | 1,764,000 | 0.78% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001398344-16-012969, filed 2016.05.06).
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.
