Sector Gamma As as of March 31, 2014
Portfolio Holdings for Sector Gamma As
Sector Gamma As holds 31 positions in its portfolio as reported in the March 2014 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Eli Lilly & Co. (LLY) | 11.1 | $46M | 787k | 58.86 | |
| Baxter International (BAX) | 10.3 | $43M | 583k | 73.58 | |
| Boston Scientific Corporation (BSX) | 6.5 | $27M | 2.0M | 13.52 | |
| Edwards Lifesciences (EW) | 5.6 | $23M | 314k | 74.17 | |
| Abbvie (ABBV) | 5.5 | $23M | 443k | 51.40 | |
| Teva Pharmaceutical Industries (TEVA) | 4.9 | $21M | 390k | 52.84 | |
| Johnson & Johnson (JNJ) | 4.4 | $18M | 188k | 98.23 | |
| PerkinElmer (RVTY) | 3.9 | $16M | 356k | 45.06 | |
| Quest Diagnostics Incorporated (DGX) | 3.6 | $15M | 259k | 57.92 | |
| Cardinal Health (CAH) | 3.5 | $14M | 206k | 69.98 | |
| Thoratec Corporation | 3.3 | $14M | 387k | 35.81 | |
| Ironwood Pharmaceuticals (IRWD) | 3.0 | $13M | 1.0M | 12.32 | |
| WellCare Health Plans | 3.0 | $12M | 195k | 63.52 | |
| Cubist Pharmaceuticals | 2.9 | $12M | 166k | 73.15 | |
| UnitedHealth (UNH) | 2.9 | $12M | 146k | 81.99 | |
| Agilent Technologies Inc C ommon (A) | 2.8 | $12M | 210k | 55.92 | |
| LifePoint Hospitals | 2.6 | $11M | 203k | 54.55 | |
| ResMed (RMD) | 2.4 | $9.9M | 221k | 44.69 | |
| Acorda Therapeutics | 2.3 | $9.5M | 251k | 37.91 | |
| Volcano Corporation | 2.2 | $9.4M | 476k | 19.71 | |
| Patterson Companies (PDCO) | 2.2 | $9.2M | 220k | 41.76 | |
| Auxilium Pharmaceuticals | 1.9 | $7.7M | 284k | 27.18 | |
| Bio-Rad Laboratories (BIO) | 1.8 | $7.7M | 60k | 128.11 | |
| Tenet Healthcare Corporation (THC) | 1.8 | $7.4M | 174k | 42.81 | |
| Express Scripts Holding | 1.6 | $6.5M | 87k | 75.09 | |
| United Therapeutics Corporation (UTHR) | 1.4 | $5.9M | 63k | 94.03 | |
| Integra LifeSciences Holdings (IART) | 1.0 | $4.2M | 91k | 45.99 | |
| Medicines Company | 0.9 | $3.6M | 128k | 28.42 | |
| Catamaran | 0.6 | $2.7M | 60k | 44.77 | |
| Spectrum Pharmaceuticals | 0.1 | $392k | 50k | 7.84 | |
| Vivus | 0.1 | $238k | 40k | 5.95 |
