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Size ($ in 1000's)
At 12/31/2023: $998,576 At 09/30/2023: $940,558
Rhenman & Partners Asset Management AB holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Rhenman & Partners Asset Management AB 13F filings.
Link to 13F filings: SEC filings
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As of 12/31/2023, below is a summary of the Rhenman & Partners Asset Management AB top holdings by largest position size, as per the latest 13f filing made by Rhenman & Partners Asset Management AB.
In the Rhenman & Partners Asset Management AB-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Rhenman & Partners Asset Management AB in that top holding, then the share count change between reporting periods, and finally the Rhenman & Partners Asset Management AB top holding position size
for that row.
Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size
($ 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
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