Integral Health Asset Management as of March 31, 2021
Portfolio Holdings for Integral Health Asset Management
Integral Health Asset Management holds 69 positions in its portfolio as reported in the March 2021 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Acadia Healthcare (ACHC) | 5.6 | $20M | 345k | 57.14 | |
Cytokinetics Com New (CYTK) | 4.7 | $16M | 700k | 23.26 | |
Arena Pharmaceuticals Com New | 4.2 | $15M | 210k | 69.39 | |
Envista Hldgs Corp (NVST) | 4.0 | $14M | 345k | 40.80 | |
Intellia Therapeutics (NTLA) | 3.9 | $14M | 170k | 80.25 | |
Blueprint Medicines (BPMC) | 3.3 | $11M | 118k | 97.23 | |
Sage Therapeutics (SAGE) | 3.1 | $11M | 144k | 74.85 | |
LHC | 3.0 | $11M | 55k | 191.22 | |
Charles River Laboratories (CRL) | 2.9 | $10M | 35k | 289.83 | |
McKesson Corporation (MCK) | 2.8 | $9.8M | 50k | 195.04 | |
Centene Corporation (CNC) | 2.7 | $9.6M | 150k | 63.91 | |
Danaher Corporation (DHR) | 2.6 | $9.0M | 40k | 225.07 | |
Zimmer Holdings (ZBH) | 2.5 | $8.8M | 55k | 160.07 | |
Mirati Therapeutics | 2.4 | $8.6M | 50k | 171.30 | |
Chemocentryx | 2.3 | $7.9M | 155k | 51.24 | |
Merck & Co (MRK) | 2.0 | $6.9M | 90k | 77.09 | |
PerkinElmer (RVTY) | 1.8 | $6.4M | 50k | 128.30 | |
Laboratory Corp Amer Hldgs Com New | 1.8 | $6.4M | 25k | 255.04 | |
Aerie Pharmaceuticals | 1.8 | $6.3M | 350k | 17.87 | |
Zai Lab Adr (ZLAB) | 1.7 | $6.0M | 45k | 133.42 | |
Medtronic SHS (MDT) | 1.7 | $5.9M | 50k | 118.14 | |
Alnylam Pharmaceuticals (ALNY) | 1.6 | $5.6M | 40k | 141.20 | |
Nevro (NVRO) | 1.6 | $5.6M | 40k | 139.50 | |
Macrogenics (MGNX) | 1.6 | $5.6M | 175k | 31.85 | |
Denali Therapeutics (DNLI) | 1.6 | $5.5M | 97k | 57.10 | |
Anthem (ELV) | 1.5 | $5.4M | 15k | 358.93 | |
Teleflex Incorporated (TFX) | 1.4 | $5.0M | 12k | 415.50 | |
Becton, Dickinson and (BDX) | 1.4 | $4.9M | 20k | 243.15 | |
Ptc Therapeutics I (PTCT) | 1.4 | $4.7M | 100k | 47.35 | |
Signify Health Cl A Com | 1.3 | $4.7M | 160k | 29.26 | |
Globus Med Cl A (GMED) | 1.3 | $4.6M | 75k | 61.67 | |
Exelixis (EXEL) | 1.3 | $4.5M | 200k | 22.59 | |
Reata Pharmaceuticals Cl A | 1.3 | $4.4M | 44k | 99.70 | |
Nanostring Technologies (NSTGQ) | 1.2 | $4.3M | 65k | 65.71 | |
BioCryst Pharmaceuticals (BCRX) | 1.2 | $4.1M | 400k | 10.17 | |
BioMarin Pharmaceutical (BMRN) | 1.1 | $3.9M | 52k | 75.52 | |
Horizon Therapeutics Pub L SHS | 1.1 | $3.7M | 40k | 92.05 | |
Pennant Group (PNTG) | 1.0 | $3.7M | 80k | 45.80 | |
Natera (NTRA) | 1.0 | $3.6M | 35k | 101.54 | |
Accolade (ACCD) | 1.0 | $3.4M | 75k | 45.37 | |
Fate Therapeutics (FATE) | 0.9 | $3.3M | 40k | 82.45 | |
Bristol Myers Squibb (BMY) | 0.9 | $3.2M | 50k | 63.14 | |
Amarin Corp Spons Adr New (AMRN) | 0.9 | $3.1M | 500k | 6.21 | |
Vertex Pharmaceuticals Incorporated (VRTX) | 0.9 | $3.0M | 14k | 214.86 | |
Insulet Corporation (PODD) | 0.7 | $2.6M | 10k | 260.90 | |
Tenet Healthcare Corp Com New (THC) | 0.7 | $2.6M | 50k | 52.00 | |
Akero Therapeutics (AKRO) | 0.7 | $2.5M | 85k | 29.01 | |
Axonics Modulation Technolog (AXNX) | 0.7 | $2.4M | 40k | 59.90 | |
Insmed Com Par $.01 (INSM) | 0.7 | $2.4M | 70k | 34.06 | |
Agios Pharmaceuticals (AGIO) | 0.6 | $2.2M | 43k | 51.65 | |
Replimune Group (REPL) | 0.6 | $2.2M | 71k | 30.51 | |
Allogene Therapeutics (ALLO) | 0.6 | $2.1M | 60k | 35.30 | |
Relay Therapeutics (RLAY) | 0.6 | $2.1M | 60k | 34.57 | |
Cerecor | 0.5 | $1.8M | 600k | 3.02 | |
Zentalis Pharmaceuticals (ZNTL) | 0.5 | $1.7M | 40k | 43.40 | |
Kura Oncology (KURA) | 0.5 | $1.7M | 60k | 28.27 | |
CVS Caremark Corporation (CVS) | 0.4 | $1.5M | 20k | 75.25 | |
Myovant Sciences | 0.4 | $1.3M | 65k | 20.58 | |
Shockwave Med | 0.4 | $1.3M | 10k | 130.30 | |
Kadmon Hldgs | 0.3 | $1.2M | 300k | 3.89 | |
Ultragenyx Pharmaceutical (RARE) | 0.3 | $1.1M | 10k | 113.90 | |
Alector (ALEC) | 0.3 | $1.1M | 55k | 20.15 | |
Misonix | 0.3 | $882k | 45k | 19.60 | |
Magenta Therapeutics | 0.2 | $770k | 65k | 11.85 | |
Ardelyx (ARDX) | 0.2 | $629k | 95k | 6.62 | |
Karyopharm Therapeutics (KPTI) | 0.2 | $526k | 50k | 10.52 | |
Longboard Pharmaceuticals In (LBPH) | 0.1 | $491k | 30k | 16.37 | |
Travere Therapeutics (TVTX) | 0.1 | $375k | 15k | 25.00 | |
Kezar Life Sciences (KZR) | 0.0 | $119k | 20k | 5.95 |