Bridger Management
Latest statistics and disclosures from Bridger Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are MDCO, Post Holdings Inc Common, Godaddy Inc cl a, Envision Healthcare, SHPGY, and represent 24.66% of Bridger Management's stock portfolio.
- Added to shares of these 10 stocks: AET (+$52.29M), ZMH (+$51.77M), MRK (+$50.75M), Godaddy Inc cl a (+$29.69M), MOH (+$28.05M), REGN (+$25.30M), ALXN (+$25.06M), MDCO (+$24.43M), IPXL (+$21.59M), Eldorado Resorts (+$21.18M).
- Started 7 new stock positions in IPXL, AET, MRK, REGN, ALXN, MOH, ZMH.
- Reduced shares in these 10 stocks: , Grubhub (-$43.12M), TEVA (-$36.16M), , DXCM (-$32.60M), MGM (-$30.81M), Wright Medical Group Nv (-$20.35M), CMG (-$19.79M), HUM (-$14.57M), SHPGY (-$14.02M).
- Sold out of its positions in CNC, Coherus Biosciences, DXCM, Grubhub, ISLE, OPK, WCG.
- Bridger Management was a net buyer of stock by $6.03M.
- Bridger Management has $1.75B in assets under management (AUM), dropping by -0.02%.
Companies in the Bridger Management portfolio as of June 2017 quarter
| Company (Ticker) | Portfolio Weight | Share Count | Change in Shares | Price |
|---|---|---|---|---|
| Medicines Company (MDCO) | 5.34 | +35% | 2.46M | 38.01 |
| Post Holdings Inc Common | 5.20 | +9% | 1.17M | 77.65 |
| Godaddy Inc cl a | 4.93 | +52% | 2.04M | 42.42 |
| Envision Healthcare | 4.78 | -5% | 1.34M | 62.67 |
| Shire (SHPGY) | 4.41 | -15% | 468130 | 165.27 |
| Tempur-Pedic International (TPX) | 3.76 | +39% | 1.24M | 53.39 |
| Gilead Sciences (GILD) | 3.72 | -10% | 921797 | 70.78 |
| Alnylam Pharmaceuticals (ALNY) | 3.46 | +4% | 759127 | 79.76 |
| Armstrong World Industries (AWI) | 3.28 | 1.25M | 46.00 | |
| Laboratory Corp. of America Holdings (LH) | 3.27 | -5% | 371361 | 154.14 |
| Nektar Therapeutics (NKTR) | 3.14 | -4% | 2.81M | 19.55 |
| Allergan | 3.09 | -20% | 222896 | 243.09 |
| Morgan Stanley (MS) | 3.08 | +32% | 1.21M | 44.56 |
| Eldorado Resorts | 3.08 | +64% | 2.70M | 20.00 |
| Wright Medical Group Nv | 3.00 | -27% | 1.92M | 27.49 |
| Aetna (AET) | 2.98 | NEW | 344409 | 151.83 |
| Zimmer Holdings (ZMH) | 2.95 | NEW | 403158 | 128.40 |
| Humana (HUM) | 2.94 | -22% | 214336 | 240.62 |
| Merck & Co (MRK) | 2.90 | NEW | 791899 | 64.09 |
| Facebook Inc cl a | 2.77 | 321505 | 150.98 | |
| Tg Therapeutics | 2.66 | 4.65M | 10.05 | |
| Charter Communications Inc New Cl A cl a | 2.65 | 138087 | 336.85 | |
| Incyte Corporation (INCY) | 2.64 | +32% | 368034 | 125.91 |
| Verisign (VRSN) | 2.11 | -18% | 397036 | 92.96 |
| Adient | 1.97 | 527133 | 65.38 | |
| Liberty Broadband Corporation | 1.91 | 390292 | 85.79 | |
| MGM Resorts International. (MGM) | 1.85 | -48% | 1.04M | 31.29 |
| Molina Healthcare (MOH) | 1.60 | NEW | 405491 | 69.18 |
| Regeneron Pharmaceuticals (REGN) | 1.44 | NEW | 51505 | 491.14 |
| Alexion Pharmaceuticals (ALXN) | 1.43 | NEW | 206006 | 121.67 |
| Teva Pharmaceutical Industries (TEVA) | 1.42 | -59% | 750000 | 33.22 |
| Impax Laboratories (IPXL) | 1.23 | NEW | 1.34M | 16.10 |
| Ironwood Pharmaceuticals (IRWD) | 1.22 | -27% | 1.14M | 18.88 |
| Atara Biotherapeutics | 1.22 | +8% | 1.52M | 14.00 |
| Pretium Res Inc Com Isin# Ca74 | 0.91 | 1.65M | 9.61 | |
| Mgm Growth Properties | 0.83 | 500000 | 29.19 | |
| Chipotle Mexican Grill (CMG) | 0.81 | -58% | 34053 | 416.09 |
Download CSV 
Past 13F-HR SEC Filings by Bridger Management
- Bridger Management 2017 Q1 filed May 15, 2017
- Bridger Management 2016 Q4 filed Feb. 14, 2017
- Bridger Management 2016 Q3 filed Nov. 14, 2016
- Bridger Management 2016 Q2 filed Aug. 15, 2016
- Bridger Management 2016 Q1 filed May 16, 2016
- Bridger Management 2015 Q4 filed Feb. 16, 2016
- Bridger Management 2015 Q3 filed Nov. 16, 2015
- Bridger Management 2014 Q3 filed Nov. 14, 2014
- Bridger Management 2014 Q1 filed May 15, 2014
- Bridger Management 2013 Q1 filed May 15, 2013
- Bridger Management 2012 Q3 filed Nov. 14, 2012
- Bridger Management 2012 Q1 filed May 15, 2012
- Bridger Management 2011 Q4 filed Feb. 14, 2012
- Bridger Management 2011 Q3 filed Nov. 14, 2011
- Bridger Management 2011 Q2 filed Aug. 15, 2011
- Bridger Management 2011 Q1 filed May 16, 2011
- Bridger Management 2010 Q4 filed Feb. 14, 2011