- New Purchases: HBNC, HCA, STML, HMSY, ICPT, VKTX, ONCE,
- Added Positions: REGN, ALXN, VRTX, HUM, FGEN, LLY, MRTX, EPZM, CNC, BMY, ANTM, BMRN, DVAX, AGIO, IMMU, MDCO, RARX, ABC, BLUE, GTHX, BDX, MDGL, EW, BSX, EXEL, NBIX,
- Reduced Positions: CI, LIVN, SAGE, UNH, NVCR, ARNA, ESPR, MGNX, IOVA, SGEN, ALNY, EXAS, CHRS, SGMO, CVS, MDT, AMRN, NKTR, QCOM, DIS, MSFT, XOM, XNCR, CVX, JHG, IBM, F, BUD, WFC, JPM,
- Sold Out: HZNP, ARRY, AGN, WBA, CELG, ABBV, FLXN, SYMC, HAL, PFE, GOOGL, CMRX,
For the details of Rhenman & Partners Asset Management AB's stock buys and sells, go to https://www.gurufocus.com/guru/rhenman+%26+partners+asset+management+ab/current-portfolio/portfolioportfolio
These are the top 5 holdings of Rhenman & Partners Asset Management AB- Vertex Pharmaceuticals Inc (VRTX) - 185,232 shares, 3.74% of the total portfolio. Shares added by 28.28%
- Humana Inc (HUM) - 105,000 shares, 3.07% of the total portfolio. Shares added by 36.36%
- Jazz Pharmaceuticals PLC (JAZZ) - 187,171 shares, 2.94% of the total portfolio.
- Alexion Pharmaceuticals Inc (ALXN) - 203,017 shares, 2.93% of the total portfolio. Shares added by 48.77%
- Horizon Bancorp (IN) (HBNC) - 1,087,656 shares, 2.88% of the total portfolio. New Position
Rhenman & Partners Asset Management AB initiated holding in Horizon Bancorp (IN). The purchase prices were between $15.51 and $17.13, with an estimated average price of $16.17. The stock is now traded at around $15.99. The impact to a portfolio due to this purchase was 2.88%. The holding were 1,087,656 shares as of .
New Purchase: HCA Healthcare Inc (HCA)Rhenman & Partners Asset Management AB initiated holding in HCA Healthcare Inc. The purchase prices were between $112.01 and $135.18, with an estimated average price of $126.22. The stock is now traded at around $140.57. The impact to a portfolio due to this purchase was 2.03%. The holding were 136,164 shares as of .
New Purchase: Stemline Therapeutics Inc (STML)Rhenman & Partners Asset Management AB initiated holding in Stemline Therapeutics Inc. The purchase prices were between $12.9 and $16.1, with an estimated average price of $14.45. The stock is now traded at around $13.21. The impact to a portfolio due to this purchase was 0.83%. The holding were 493,999 shares as of .
New Purchase: HMS Holdings Corp (HMSY)Rhenman & Partners Asset Management AB initiated holding in HMS Holdings Corp. The purchase prices were between $27.64 and $32.83, with an estimated average price of $30.54. The stock is now traded at around $33.32. The impact to a portfolio due to this purchase was 0.36%. The holding were 100,000 shares as of .
New Purchase: Intercept Pharmaceuticals Inc (ICPT)Rhenman & Partners Asset Management AB initiated holding in Intercept Pharmaceuticals Inc. The purchase prices were between $77.77 and $120.68, with an estimated average price of $89.45. The stock is now traded at around $67.05. The impact to a portfolio due to this purchase was 0.33%. The holding were 37,600 shares as of .
New Purchase: Viking Therapeutics Inc (VKTX)Rhenman & Partners Asset Management AB initiated holding in Viking Therapeutics Inc. The purchase prices were between $7.67 and $10.63, with an estimated average price of $8.55. The stock is now traded at around $8.22. The impact to a portfolio due to this purchase was 0.27%. The holding were 291,499 shares as of .
Added: Regeneron Pharmaceuticals Inc (REGN)Rhenman & Partners Asset Management AB added to a holding in Regeneron Pharmaceuticals Inc by 181.34%. The purchase prices were between $299.6 and $414.82, with an estimated average price of $332.61. The stock is now traded at around $296.52. The impact to a portfolio due to this purchase was 1%. The holding were 45,014 shares as of .
Added: Alexion Pharmaceuticals Inc (ALXN)Rhenman & Partners Asset Management AB added to a holding in Alexion Pharmaceuticals Inc by 48.77%. The purchase prices were between $113.68 and $141.3, with an estimated average price of $128.81. The stock is now traded at around $122.32. The impact to a portfolio due to this purchase was 0.96%. The holding were 203,017 shares as of .
Added: Vertex Pharmaceuticals Inc (VRTX)Rhenman & Partners Asset Management AB added to a holding in Vertex Pharmaceuticals Inc by 28.28%. The purchase prices were between $164.61 and $190.37, with an estimated average price of $174.67. The stock is now traded at around $174.08. The impact to a portfolio due to this purchase was 0.82%. The holding were 185,232 shares as of .
Added: Humana Inc (HUM)Rhenman & Partners Asset Management AB added to a holding in Humana Inc by 36.36%. The purchase prices were between $232.89 and $276.48, with an estimated average price of $253.55. The stock is now traded at around $282.19. The impact to a portfolio due to this purchase was 0.82%. The holding were 105,000 shares as of .
Added: FibroGen Inc (FGEN)Rhenman & Partners Asset Management AB added to a holding in FibroGen Inc by 83.35%. The purchase prices were between $35.13 and $55.53, with an estimated average price of $43.71. The stock is now traded at around $47.76. The impact to a portfolio due to this purchase was 0.79%. The holding were 347,439 shares as of .
Added: Eli Lilly and Co (LLY)Rhenman & Partners Asset Management AB added to a holding in Eli Lilly and Co by 62.12%. The purchase prices were between $110.79 and $129.32, with an estimated average price of $117.71. The stock is now traded at around $107.27. The impact to a portfolio due to this purchase was 0.75%. The holding were 160,000 shares as of .
Sold Out: Horizon Therapeutics PLC (HZNP)Rhenman & Partners Asset Management AB sold out a holding in Horizon Therapeutics PLC. The sale prices were between $22.81 and $28.48, with an estimated average price of $25.35.
Sold Out: Array BioPharma Inc (ARRY)Rhenman & Partners Asset Management AB sold out a holding in Array BioPharma Inc. The sale prices were between $20.84 and $46.58, with an estimated average price of $27.97.
Sold Out: Allergan PLC (AGN)Rhenman & Partners Asset Management AB sold out a holding in Allergan PLC. The sale prices were between $115.73 and $167.43, with an estimated average price of $138.45.
Sold Out: Walgreens Boots Alliance Inc (WBA)Rhenman & Partners Asset Management AB sold out a holding in Walgreens Boots Alliance Inc. The sale prices were between $49.34 and $63.49, with an estimated average price of $53.16.
Sold Out: Celgene Corp (CELG)Rhenman & Partners Asset Management AB sold out a holding in Celgene Corp. The sale prices were between $92.35 and $98.91, with an estimated average price of $94.95.
Sold Out: AbbVie Inc (ABBV)Rhenman & Partners Asset Management AB sold out a holding in AbbVie Inc. The sale prices were between $65.7 and $83.98, with an estimated average price of $78.61.
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