Partner Fund Management, L.P. Buys Biogen Inc, Anthem Inc, Centene Corp, Sells Novo Nordisk A/S, Biomarin Pharmaceutical Inc, Penumbra Inc

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Feb 17, 2020
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San Francisco, CA, based Investment company Partner Fund Management, L.P. (Current Portfolio) buys Biogen Inc, Anthem Inc, Centene Corp, Pfizer Inc, Immunomedics Inc, sells Novo Nordisk A/S, Biomarin Pharmaceutical Inc, Penumbra Inc, Zimmer Biomet Holdings Inc, NXP Semiconductors NV during the 3-months ended 2019Q4, according to the most recent filings of the investment company, Partner Fund Management, L.P.. As of 2019Q4, Partner Fund Management, L.P. owns 59 stocks with a total value of $2.1 billion. These are the details of the buys and sells.

For the details of Partner Fund Management, L.P.'s stock buys and sells, go to https://www.gurufocus.com/guru/partner+fund+management%2C+l.p./current-portfolio/portfolio

These are the top 5 holdings of Partner Fund Management, L.P.
  1. Gilead Sciences Inc (GILD) - 3,024,200 shares, 9.58% of the total portfolio.
  2. Alexion Pharmaceuticals Inc (ALXN) - 1,076,442 shares, 5.68% of the total portfolio. Shares reduced by 25.59%
  3. Cigna Corp (CI) - 519,500 shares, 5.18% of the total portfolio.
  4. Gilead Sciences Inc (GILD) - 1,351,736 shares, 4.28% of the total portfolio. Shares reduced by 26.69%
  5. Audentes Therapeutics Inc (BOLD) - 1,232,873 shares, 3.60% of the total portfolio. Shares reduced by 46.77%
New Purchase: Biogen Inc (BIIB)

Partner Fund Management, L.P. initiated holding in Biogen Inc. The purchase prices were between $220.06 and $304.07, with an estimated average price of $279.04. The stock is now traded at around $333.00. The impact to a portfolio due to this purchase was 3.3%. The holding were 228,328 shares as of .

New Purchase: Anthem Inc (ANTM)

Partner Fund Management, L.P. initiated holding in Anthem Inc. The purchase prices were between $234.82 and $306.42, with an estimated average price of $276.42. The stock is now traded at around $297.82. The impact to a portfolio due to this purchase was 2.92%. The holding were 198,548 shares as of .

New Purchase: Centene Corp (CNC)

Partner Fund Management, L.P. initiated holding in Centene Corp. The purchase prices were between $42.73 and $63.65, with an estimated average price of $54.66. The stock is now traded at around $64.94. The impact to a portfolio due to this purchase was 2.51%. The holding were 819,229 shares as of .

New Purchase: Pfizer Inc (PFE)

Partner Fund Management, L.P. initiated holding in Pfizer Inc. The purchase prices were between $34.7 and $39.38, with an estimated average price of $37.62. The stock is now traded at around $36.51. The impact to a portfolio due to this purchase was 1.76%. The holding were 923,126 shares as of .

New Purchase: Immunomedics Inc (IMMU)

Partner Fund Management, L.P. initiated holding in Immunomedics Inc. The purchase prices were between $13.54 and $21.77, with an estimated average price of $17.78. The stock is now traded at around $18.36. The impact to a portfolio due to this purchase was 1.55%. The holding were 1,499,239 shares as of .

New Purchase: ICU Medical Inc (ICUI)

Partner Fund Management, L.P. initiated holding in ICU Medical Inc. The purchase prices were between $151.88 and $189.51, with an estimated average price of $172.62. The stock is now traded at around $214.00. The impact to a portfolio due to this purchase was 1.51%. The holding were 165,665 shares as of .

Added: Nevro Corp (NVRO)

Partner Fund Management, L.P. added to a holding in Nevro Corp by 45.65%. The purchase prices were between $76.41 and $117.54, with an estimated average price of $99.76. The stock is now traded at around $139.66. The impact to a portfolio due to this purchase was 1.04%. The holding were 577,163 shares as of .

Added: Karuna Therapeutics Inc (KRTX)

Partner Fund Management, L.P. added to a holding in Karuna Therapeutics Inc by 46.73%. The purchase prices were between $11.44 and $123.99, with an estimated average price of $45.23. The stock is now traded at around $99.72. The impact to a portfolio due to this purchase was 0.7%. The holding were 602,551 shares as of .

Added: Aerie Pharmaceuticals Inc (AERI)

Partner Fund Management, L.P. added to a holding in Aerie Pharmaceuticals Inc by 31.82%. The purchase prices were between $17.72 and $25.1, with an estimated average price of $20.77. The stock is now traded at around $19.45. The impact to a portfolio due to this purchase was 0.69%. The holding were 2,413,464 shares as of .

Added: Axonics Modulation Technologies Inc (AXNX)

Partner Fund Management, L.P. added to a holding in Axonics Modulation Technologies Inc by 118.73%. The purchase prices were between $19.57 and $28.96, with an estimated average price of $23.9. The stock is now traded at around $34.29. The impact to a portfolio due to this purchase was 0.4%. The holding were 550,026 shares as of .

Added: PayPal Holdings Inc (PYPL)

Partner Fund Management, L.P. added to a holding in PayPal Holdings Inc by 25.20%. The purchase prices were between $96.64 and $109.75, with an estimated average price of $104.36. The stock is now traded at around $122.99. The impact to a portfolio due to this purchase was 0.02%. The holding were 19,076 shares as of .

Sold Out: Novo Nordisk A/S (NONOF)

Partner Fund Management, L.P. sold out a holding in Novo Nordisk A/S. The sale prices were between $49.02 and $58.34, with an estimated average price of $55.11.

Sold Out: WellCare Health Plans Inc (WCG)

Partner Fund Management, L.P. sold out a holding in WellCare Health Plans Inc. The sale prices were between $258.37 and $332.8, with an estimated average price of $301.65.

Sold Out: DexCom Inc (DXCM)

Partner Fund Management, L.P. sold out a holding in DexCom Inc. The sale prices were between $146.46 and $229.18, with an estimated average price of $191.34.

Sold Out: MyoKardia Inc (MYOK)

Partner Fund Management, L.P. sold out a holding in MyoKardia Inc. The sale prices were between $50.92 and $74.6, with an estimated average price of $61.06.

Sold Out: Twilio Inc (TWLO)

Partner Fund Management, L.P. sold out a holding in Twilio Inc. The sale prices were between $91.06 and $116.59, with an estimated average price of $102.

Sold Out: PTC Therapeutics Inc (PTCT)

Partner Fund Management, L.P. sold out a holding in PTC Therapeutics Inc. The sale prices were between $33.65 and $50.07, with an estimated average price of $42.83.



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