HoldingsChannel.com
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size ($ in 1000's) |
|---|---|---|---|
 MEDTRONIC PLC |
591,000 | +216,000 | $48,687 |
| MDT | 591,000 | +216,000 | $48,687 |
| LILLY ELI & CO |
78,005 | -21,995 | $45,471 |
| LLY | 78,005 | -21,995 | $45,471 |
| BOSTON SCIENTIFIC CORP |
750,000 | +50,000 | $43,358 |
| BSX | 750,000 | +50,000 | $43,358 |
| VERTEX PHARMACEUTICALS INC |
95,000 | +18,500 | $38,655 |
| VRTX | 95,000 | +18,500 | $38,655 |
| REGENERON PHARMACEUTICALS |
39,000 | -1,000 | $34,253 |
| REGN | 39,000 | -1,000 | $34,253 |
| HCA HEALTHCARE INC |
109,000 | +26,000 | $29,504 |
| HCA | 109,000 | +26,000 | $29,504 |
| UNITED HEALTH GROUP INC |
54,000 | +8,000 | $28,429 |
| UNH | 54,000 | +8,000 | $28,429 |
| BIOMARIN PHARMACEUTICAL INC |
282,500 | -97,500 | $27,239 |
| BMRN | 282,500 | -97,500 | $27,239 |
| SHOCKWAVE MEDICAL INC |
140,000 | +59,000 | $26,678 |
| SWAV | 140,000 | +59,000 | $26,678 |
| TENET HEALTHCARE CORP |
351,630 | +16,630 | $26,573 |
| THC | 351,630 | +16,630 | $26,573 |
| ABBVIE INC |
167,000 | +17,000 | $25,880 |
| ABBV | 167,000 | +17,000 | $25,880 |
| ABBOTT LABS |
205,000 | -56,675 | $22,564 |
| ABT | 205,000 | -56,675 | $22,564 |
| COOPER COS INC |
58,500 | -1,500 | $22,139 |
| COO | 58,500 | -1,500 | $22,139 |
| INTUITIVE SURGICAL INC |
63,500 | -4,000 | $21,422 |
| ISRG | 63,500 | -4,000 | $21,422 |
| MCKESSON CORP |
46,000 | -25,000 | $21,297 |
| MCK | 46,000 | -25,000 | $21,297 |
| GILEAD SCIENCES INC |
259,000 | +25,000 | $20,982 |
| GILD | 259,000 | +25,000 | $20,982 |
| DANAHER CORPORATION |
78,000 | +18,000 | $18,045 |
| DHR | 78,000 | +18,000 | $18,045 |
| HUMANA INC |
39,083 | -9,917 | $17,893 |
| HUM | 39,083 | -9,917 | $17,893 |
| THERMO FISHER SCIENTIFIC INC |
33,500 | +33,000 | $17,781 |
| TMO | 33,500 | +33,000 | $17,781 |
| CENCORA INC |
96,000 | -23,000 | $17,278 |
| ABC | 96,000 | -23,000 | $17,278 |
| PFIZER INC |
580,000 | +580,000 | $16,698 |
| PFE | 580,000 | +580,000 | $16,698 |
| MERCK & CO. INC |
147,500 | -42,500 | $16,080 |
| MRK | 147,500 | -42,500 | $16,080 |
| NATERA INC |
245,000 | -21,769 | $15,347 |
| NTRA | 245,000 | -21,769 | $15,347 |
| JAZZ PHARMACEUTICALS PLC |
123,634 | -20,000 | $15,207 |
| JAZZ | 123,634 | -20,000 | $15,207 |
| BIOGEN INC |
58,672 | +2,172 | $15,183 |
| BIIB | 58,672 | +2,172 | $15,183 |
| THE CIGNA GROUP |
47,000 | -33,000 | $14,074 |
| CI | 47,000 | -33,000 | $14,074 |
| AXONICS INC |
220,000 | -10,000 | $13,691 |
| AXNX | 220,000 | -10,000 | $13,691 |
| DEXCOM INC |
110,000 | +65,000 | $13,650 |
| DXCM | 110,000 | +65,000 | $13,650 |
| PROCEPT BIOROBOTICS CORP |
310,000 | -183,000 | $12,992 |
| PRCT | 310,000 | -183,000 | $12,992 |
| CYTOKINETICS INC |
149,912 | -50,088 | $12,516 |
| CYTK | 149,912 | -50,088 | $12,516 |
| EXACT SCIENCES CORP |
165,000 | +5,000 | $12,207 |
| EXAS | 165,000 | +5,000 | $12,207 |
| ROYALTY PHARMA PLC |
429,697 | +279,697 | $12,070 |
| RPRX | 429,697 | +279,697 | $12,070 |
| DYNAVAX TECHNOLOGIES CORP |
800,000 | +100,000 | $11,184 |
| DVAX | 800,000 | +100,000 | $11,184 |
| OSCAR HEALTH INC |
1,192,054 | +422,054 | $10,907 |
| OSCR | 1,192,054 | +422,054 | $10,907 |
| CVS HEALTH CORP |
137,500 | -162,500 | $10,857 |
| CVS | 137,500 | -162,500 | $10,857 |
| PRIVIA HEALTH GROUP INC |
460,000 | UNCH | $10,594 |
| PRVA | 460,000 | UNCH | $10,594 |
| IQVIA HLDGS INC |
45,000 | -2,000 | $10,412 |
| IQV | 45,000 | -2,000 | $10,412 |
| CENTENE CORP DEL |
135,000 | +105,000 | $10,018 |
| CNC | 135,000 | +105,000 | $10,018 |
| GLAUKOS CORP |
120,000 | +47,000 | $9,539 |
| GKOS | 120,000 | +47,000 | $9,539 |
| ALKERMES PLC |
340,000 | -30,000 | $9,432 |
| ALKS | 340,000 | -30,000 | $9,432 |
| IOVANCE BIOTHERAPEUTICS INC |
1,116,818 | +166,818 | $9,080 |
| IOVA | 1,116,818 | +166,818 | $9,080 |
| CHARLES RIV LABS INTL INC |
38,000 | -6,000 | $8,983 |
| CRL | 38,000 | -6,000 | $8,983 |
| NUVALENT INC |
112,929 | +26,918 | $8,310 |
| NUVL | 112,929 | +26,918 | $8,310 |
| ALIGNMENT HEALTHCARE INC |
950,000 | -250,000 | $8,180 |
| ALHC | 950,000 | -250,000 | $8,180 |
| NEUROCRINE BIOSCIENCES INC |
62,000 | +7,434 | $8,169 |
| NBIX | 62,000 | +7,434 | $8,169 |
| EVOLENT HEALTH INC |
230,000 | +85,000 | $7,597 |
| EVH | 230,000 | +85,000 | $7,597 |
| ALIGN TECHNOLOGY INC |
27,000 | -973,000 | $7,398 |
| ALGN | 27,000 | -973,000 | $7,398 |
| ALNYLAM PHARMACEUTICALS INC |
37,500 | -7,500 | $7,178 |
| ALNY | 37,500 | -7,500 | $7,178 |
| ZIMMER BIOMET HOLDINGS INC |
55,000 | -5,000 | $6,694 |
| ZBH | 55,000 | -5,000 | $6,694 |
| AVANTOR INC |
292,000 | +292,000 | $6,666 |
| AVTR | 292,000 | +292,000 | $6,666 |
See Full List: All Stocks Held By Rhenman & Partners Asset Management AB
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Rhenman & Partners Asset Management AB
|
Size ($ in 1000's)
At 12/31/2023: $998,576 At 09/30/2023: $940,558 Rhenman & Partners Asset Management AB holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Rhenman & Partners Asset Management AB 13F filings. Link to 13F filings: SEC filings |
