OrbiMed Advisors
Latest statistics and disclosures from OrbiMed Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are PFE, GILD, AMGN, BMY, INFI. These five stock positions account for 25.61% of OrbiMed Advisors's total stock portfolio.
- Added to shares of GILD (+$136.76M), AMGN (+$134.95M), BMY (+$103.14M), Abbvie (+$82.38M), PODD (+$69.89M), CELG (+$48.75M), MYL (+$35.10M), INCY (+$28.91M), HCA HOLDINGS (+$22.76M), IPXL (+$19.20M).
- Started new stock positions in Qlt, IWM, CYH, HNT, Astex Pharmaceuticals, MYGN, Anthera Pharmaceuticals, ITMN, Biolinerx Ltd-spons, RIGL, ELN, PODD, Insmed, MR, Abbvie, DVAX.
- Reduced shares in these stocks: LIFE (-$55.42M), AFFY (-$48.94M), MAPP (-$44.27M), ABT (-$42.91M), MRK (-$31.07M), AGN (-$19.76M), ONXX (-$18.78M), Pacira Pharmaceuticals (-$18.76M), BIIB (-$15.51M), Warner Chilcott Plc - (-$15.31M).
- Sold out of its positions in AFFY, CLSN, CUBIST PHARM CONVERTIBLE security, MAPP, NPSP, PRGO, Repros Therapeutics, VVUS, Volcano Corporation note 1.750%12/0.
- As of March 31, 2013, OrbiMed Advisors has $4.30B in assets under management (AUM). Assets under management grew from a total value of $3.32B to $4.30B.
- Independent of market fluctuations, OrbiMed Advisors was a net buyer by $523.57M worth of stocks in the most recent quarter.
OrbiMed Advisors portfolio companies for quarter ending March 2013
| Ticker | Name | Portfolio Weight | Change | Share Count | Price | Last Trade |
|---|---|---|---|---|---|---|
| PFE | Pfizer | 6.18 | +3.00% | 9219000 | 28.86 | 28.96 |
| GILD | Gilead Sciences | 5.93 | +115.00% | 5218600 | 48.94 | 56.30 |
| AMGN | Amgen | 5.12 | +158.00% | 2149100 | 102.51 | 105.63 |
| BMY | Bristol Myers Squibb | 4.27 | +127.00% | 4461000 | 41.19 | 43.30 |
| INFI | Infinity Pharmaceuticals | 4.11 | +7.00% | 3644700 | 48.47 | 24.91 |
| CELG | Celgene Corporation | 3.35 | +51.00% | 1245000 | 115.91 | 124.91 |
| BIIB | Biogen Idec | 3.18 | -10.00% | 709800 | 192.62 | 226.85 |
| HCA HOLDINGS | 3.02 | +21.00% | 3200100 | 40.63 | 0.00 | |
| MYL | Mylan | 2.86 | +39.00% | 4249000 | 28.96 | 31.40 |
| INCY | Incyte Corporation | 2.85 | +30.00% | 5233600 | 23.41 | 23.04 |
| Express Scripts Holding | 2.59 | -7.00% | 1936170 | 57.62 | 0.00 | |
| ONXX | Onyx Pharmaceuticals | 2.49 | -14.00% | 1208000 | 88.86 | 95.65 |
| Actavis | 2.31 | +11.00% | 1078500 | 92.11 | 0.00 | |
| MRK | Merck & Co | 2.28 | -24.00% | 2218000 | 44.20 | 45.99 |
| ILMN | Illumina | 2.02 | -8.00% | 1613800 | 53.98 | 72.00 |
| Abbvie | 1.91 | NEW | 2020000 | 40.78 | 0.00 | |
| Intercept Pharmaceuticals In | 1.87 | 2150634 | 37.40 | 0.00 | ||
| TMO | Thermo Fisher Scientific | 1.85 | +4.00% | 1039000 | 76.49 | 86.27 |
| UNH | UnitedHealth | 1.72 | +4.00% | 1295000 | 57.21 | 62.84 |
| BMRN | BioMarin Pharmaceutical | 1.65 | +12.00% | 1139500 | 62.26 | 64.01 |
| PODD | Insulet Corporation | 1.62 | NEW | 2702600 | 25.86 | 29.66 |
| LIFE | Life Technologies | 1.57 | -45.00% | 1047000 | 64.63 | 73.54 |
| NBIX | Neurocrine Biosciences | 1.47 | +17.00% | 5207600 | 12.15 | 11.75 |
| WLP | WellPoint | 1.46 | +5.00% | 947000 | 66.23 | 77.81 |
| ABT | Abbott Laboratories | 1.44 | -40.00% | 1752000 | 35.32 | 36.59 |
| MDVN | Medivation | 1.27 | -17.00% | 1170000 | 46.76 | 47.53 |
| IPXL | Impax Laboratories | 1.22 | +57.00% | 3411800 | 15.44 | 18.42 |
| REGN | Regeneron Pharmaceuticals | 0.99 | +10.00% | 241800 | 176.40 | 266.97 |
| Warner Chilcott Plc - | 0.96 | -27.00% | 3048000 | 13.55 | 0.00 | |
| SPY | SPDR S&P; 500 ETF | 0.91 | +66.00% | 250000 | 156.67 | 166.94 |
| ZMH | Zimmer Holdings | 0.90 | 514300 | 75.22 | 80.34 | |
| BAX | Baxter International | 0.88 | 520000 | 72.64 | 72.94 | |
| HUM | Humana | 0.87 | -7.00% | 540000 | 69.11 | 80.45 |
| JNJ | Johnson & Johnson | 0.85 | 450900 | 81.53 | 88.09 | |
| EXAS | EXACT Sciences Corporation | 0.85 | -14.00% | 3737700 | 9.80 | 10.56 |
| AGN | Allergan | 0.81 | -36.00% | 312000 | 111.63 | 101.41 |
| AIS | Antares Pharma | 0.80 | +20.00% | 9571800 | 3.58 | 0.00 |
| AFFX | Affymetrix | 0.75 | 6798700 | 4.72 | 3.69 | |
| SSRX | 3SBio | 0.74 | 2099300 | 15.20 | 16.59 | |
| OSUR | OraSure Technologies | 0.68 | 5412000 | 5.40 | 4.41 | |
| XNPT | XenoPort | 0.66 | +73.00% | 3964000 | 7.15 | 6.75 |
| Pacira Pharmaceuticals | 0.65 | -40.00% | 970000 | 28.86 | 0.00 | |
| CI | CIGNA Corporation | 0.63 | +12.00% | 436000 | 62.37 | 67.90 |
| MAKO | MAKO Surgical | 0.61 | +97.00% | 2342100 | 11.15 | 11.14 |
| ALXN | Alexion Pharmaceuticals | 0.60 | +6.00% | 281000 | 92.14 | 102.90 |
| ACOR | Acorda Therapeutics | 0.57 | +114.00% | 771200 | 32.03 | 32.94 |
| ARRY | Array BioPharma | 0.55 | +10.00% | 4792200 | 4.91 | 5.89 |
| D Fluidigm Corp Del | 0.55 | -6.00% | 1285000 | 18.51 | 0.00 | |
| DNDN | Dendreon Corporation | 0.53 | +41.00% | 4846300 | 4.74 | 4.01 |
| AET | Aetna | 0.50 | 423000 | 51.13 | 60.04 | |
| BABY | Natus Medical | 0.49 | 1568000 | 13.44 | 14.36 | |
| Puma Biotechnology Inc Common Stock | 0.49 | -25.00% | 631000 | 33.39 | 0.00 | |
| SLXP | Salix Pharmaceuticals | 0.45 | +15.00% | 381700 | 51.18 | 59.28 |
| Incyte Corp note 4.750%10/0 | 0.45 | -7.00% | 8029000 | 2.43 | 0.00 | |
| IWM | iShares Russell 2000 Index | 0.44 | NEW | 200000 | 94.43 | 99.05 |
| SQNM | Sequenom | 0.38 | -41.00% | 3932000 | 4.15 | 4.10 |
| Vocera Communications | 0.37 | +85.00% | 695000 | 23.00 | 0.00 | |
| Supernus Pharmaceuticals | 0.37 | -15.00% | 2806000 | 5.62 | 0.00 | |
| Given Imaging | 0.32 | 855000 | 16.35 | 0.00 | ||
| HITK | Hi-Tech Pharmacal | 0.31 | +21.00% | 403800 | 33.11 | 32.27 |
| PTX | Pernix Therapeutics Holdings | 0.30 | +3.00% | 2615800 | 4.96 | 3.24 |
| WCG | WellCare Health Plans | 0.29 | +19.00% | 217000 | 57.96 | 54.66 |
| CYH | Community Health Systems | 0.29 | NEW | 262000 | 47.39 | 44.66 |
| ELN | Elan Corporation | 0.29 | NEW | 1043000 | 11.80 | 11.67 |
| Endocyte | 0.27 | -2.00% | 934300 | 12.45 | 0.00 | |
| Astex Pharmaceuticals | 0.27 | NEW | 2617500 | 4.47 | 0.00 | |
| VRX | Valeant Pharmaceuticals Int | 0.24 | 138000 | 75.02 | 78.17 | |
| CNC | Centene Corporation | 0.23 | +19.00% | 224000 | 44.04 | 51.86 |
| XOMA CORP Common equity shares | 0.23 | +15.00% | 2796827 | 3.49 | 0.00 | |
| HNT | Health Net | 0.22 | NEW | 328000 | 28.62 | 31.00 |
| MDT | Medtronic | 0.21 | 192300 | 46.96 | 49.84 | |
| ACAD | ACADIA Pharmaceuticals | 0.21 | 1128000 | 7.94 | 13.27 | |
| VRTX | Vertex Pharmaceuticals Incorporated | 0.19 | +74.00% | 152000 | 54.97 | 79.49 |
| MCK | McKesson Corporation | 0.19 | 76000 | 107.96 | 116.89 | |
| Biodel | 0.19 | +105.00% | 2874153 | 2.84 | 0.00 | |
| CAH | Cardinal Health | 0.18 | 189300 | 41.62 | 47.79 | |
| DVA | DaVita | 0.18 | 65000 | 118.58 | 128.14 | |
| SINOVAC BIOTECH | 0.18 | +815.00% | 2087700 | 3.72 | 0.00 | |
| SYK | Stryker Corporation | 0.17 | 114800 | 65.24 | 68.90 | |
| BSX | Boston Scientific Corporation | 0.16 | +36.00% | 888800 | 7.81 | 9.10 |
| Agilent Technologies Inc C ommon | 0.15 | 157000 | 41.97 | 0.00 | ||
| STJ | St. Jude Medical | 0.14 | 145000 | 40.44 | 47.00 | |
| HOLX | Hologic | 0.13 | 250000 | 22.60 | 21.09 | |
| CFN | CareFusion Corporation | 0.13 | 154900 | 34.99 | 34.36 | |
| MOH | Molina Healthcare | 0.13 | +9.00% | 187000 | 30.87 | 38.04 |
| Insmed | 0.13 | NEW | 774000 | 7.49 | 0.00 | |
| Qlt | 0.12 | NEW | 600000 | 8.84 | 0.00 | |
| ACHN | Achillion Pharmaceuticals | 0.12 | +14.00% | 596000 | 8.75 | 7.77 |
| Dendreon Corp note | 0.12 | 6500000 | 0.79 | 0.00 | ||
| FRX | Forest Laboratories | 0.11 | 120000 | 38.04 | 38.53 | |
| Anthera Pharmaceuticals | 0.11 | NEW | 7462000 | 0.66 | 0.00 | |
| Cell Therapeutics | 0.11 | +18.00% | 4228571 | 1.15 | 0.00 | |
| EW | Edwards Lifesciences | 0.10 | 50000 | 82.16 | 67.06 | |
| CBST | Cubist Pharmaceuticals | 0.10 | -37.00% | 90000 | 46.82 | 49.51 |
| MYGN | Myriad Genetics | 0.10 | NEW | 170000 | 25.41 | 32.93 |
| UPI | Uroplasty | 0.10 | 1750500 | 2.49 | 2.11 | |
| AMRN | Amarin Corporation | 0.10 | 600000 | 7.41 | 7.14 | |
| GROUP Affymetrix Inc cnv | 0.10 | 4100000 | 1.04 | 0.00 | ||
| CRIS | Curis | 0.09 | +141.00% | 1134800 | 3.28 | 4.12 |
| DSCI | Derma Sciences | 0.09 | 325000 | 12.08 | 14.29 | |
| Syneron Medical Ltd ord shs | 0.08 | 350000 | 10.22 | 0.00 | ||
| CVD | Covance | 0.08 | 48000 | 74.31 | 77.33 | |
| DVAX | Dynavax Technologies Corporation | 0.08 | NEW | 1519000 | 2.22 | 2.51 |
| Celgene Corp right 12/31/2011 | 0.08 | +918.00% | 500000 | 7.10 | 0.00 | |
| NXTM | NxStage Medical | 0.07 | 2730143 | 1.13 | 13.07 | |
| Biolinerx Ltd-spons | 0.07 | NEW | 1689000 | 1.68 | 0.00 | |
| Newlink Genetics Corporation | 0.06 | 200000 | 12.27 | 0.00 | ||
| ITMN | InterMune | 0.05 | NEW | 250000 | 9.05 | 9.99 |
| RIGL | Rigel Pharmaceuticals | 0.04 | NEW | 247000 | 6.80 | 4.74 |
| AUXL | Auxilium Pharmaceuticals | 0.02 | 60000 | 17.28 | 15.01 | |
| SLTM | Solta Medical | 0.02 | 456800 | 2.20 | 2.12 | |
| MR | Mindray Medical International | 0.01 | NEW | 12000 | 39.92 | 41.67 |
Past 13F-HR SEC Filings for OrbiMed Advisors
- OrbiMed Advisors 2012 Q4 amended - filed April 17, 2013
- OrbiMed Advisors 2012 Q4 amended - filed Feb. 22, 2013
- OrbiMed Advisors 2012 Q4 - filed Feb. 14, 2013
- OrbiMed Advisors 2012 Q3 amended - filed Dec. 13, 2012
- OrbiMed Advisors 2012 Q3 - filed Nov. 14, 2012
- OrbiMed Advisors 2012 Q2 - filed Aug. 14, 2012
- OrbiMed Advisors 2012 Q1 - filed May 15, 2012
- OrbiMed Advisors 2011 Q4 - filed Feb. 14, 2012
- OrbiMed Advisors 2011 Q2 amended - filed Nov. 23, 2011
- OrbiMed Advisors 2011 Q3 - filed Nov. 14, 2011
- OrbiMed Advisors 2011 Q2 - filed Aug. 15, 2011
- OrbiMed Advisors 2011 Q1 - filed May 16, 2011
- OrbiMed Advisors 2010 Q4 - filed Feb. 14, 2011