HealthCor Management, L.P. Buys Encompass Health Corp, ACADIA Pharmaceuticals Inc, Haemonetics Corp, Sells Regeneron Pharmaceuticals Inc, Johnson & Johnson, Hologic Inc

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May 15, 2020
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New York, NY, based Investment company HealthCor Management, L.P. (Current Portfolio) buys Encompass Health Corp, ACADIA Pharmaceuticals Inc, Haemonetics Corp, CVS Health Corp, Welltower Inc, sells Regeneron Pharmaceuticals Inc, Johnson & Johnson, Hologic Inc, HCA Healthcare Inc, Intersect ENT Inc during the 3-months ended 2020Q1, according to the most recent filings of the investment company, HealthCor Management, L.P.. As of 2020Q1, HealthCor Management, L.P. owns 46 stocks with a total value of $2.3 billion. These are the details of the buys and sells.

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

These are the top 5 holdings of HealthCor Management, L.P.
  1. Nevro Corp (NVRO) - 1,752,620 shares, 7.49% of the total portfolio. Shares added by 49.79%
  2. Haemonetics Corp (HAE) - 1,438,356 shares, 6.13% of the total portfolio. Shares added by 166.88%
  3. Aurinia Pharmaceuticals Inc (AUPH) - 9,763,920 shares, 6.06% of the total portfolio. Shares added by 102.56%
  4. Laboratory Corp of America Holdings (LH) - 1,079,726 shares, 5.83% of the total portfolio. Shares added by 26.59%
  5. Neurocrine Biosciences Inc (NBIX) - 1,547,740 shares, 5.73% of the total portfolio. Shares added by 91.82%
New Purchase: Encompass Health Corp (EHC)

HealthCor Management, L.P. initiated holding in Encompass Health Corp. The purchase prices were between $50.07 and $82.81, with an estimated average price of $72.69. The stock is now traded at around $65.25. The impact to a portfolio due to this purchase was 4.18%. The holding were 1,525,809 shares as of .

New Purchase: ACADIA Pharmaceuticals Inc (ACAD)

HealthCor Management, L.P. initiated holding in ACADIA Pharmaceuticals Inc. The purchase prices were between $31.65 and $46.87, with an estimated average price of $41.34. The stock is now traded at around $50.11. The impact to a portfolio due to this purchase was 4.03%. The holding were 2,230,474 shares as of .

New Purchase: CVS Health Corp (CVS)

HealthCor Management, L.P. initiated holding in CVS Health Corp. The purchase prices were between $52.3 and $76.05, with an estimated average price of $67.09. The stock is now traded at around $62.44. The impact to a portfolio due to this purchase was 3.13%. The holding were 1,234,120 shares as of .

New Purchase: Welltower Inc (WELL)

HealthCor Management, L.P. initiated holding in Welltower Inc. The purchase prices were between $33.22 and $89.84, with an estimated average price of $74.34. The stock is now traded at around $40.33. The impact to a portfolio due to this purchase was 3.1%. The holding were 1,582,360 shares as of .

New Purchase: Bausch Health Companies Inc (BHC)

HealthCor Management, L.P. initiated holding in Bausch Health Companies Inc. The purchase prices were between $12.98 and $30.25, with an estimated average price of $24.35. The stock is now traded at around $15.80. The impact to a portfolio due to this purchase was 2.53%. The holding were 3,819,630 shares as of .

New Purchase: LivaNova PLC (LIVN)

HealthCor Management, L.P. initiated holding in LivaNova PLC. The purchase prices were between $34.22 and $76.49, with an estimated average price of $65.13. The stock is now traded at around $47.69. The impact to a portfolio due to this purchase was 2.37%. The holding were 1,225,890 shares as of .

Added: Haemonetics Corp (HAE)

HealthCor Management, L.P. added to a holding in Haemonetics Corp by 166.88%. The purchase prices were between $74.34 and $121.82, with an estimated average price of $108.81. The stock is now traded at around $99.80. The impact to a portfolio due to this purchase was 3.83%. The holding were 1,438,356 shares as of .

Added: Aurinia Pharmaceuticals Inc (AUPH)

HealthCor Management, L.P. added to a holding in Aurinia Pharmaceuticals Inc by 102.56%. The purchase prices were between $11.34 and $21.46, with an estimated average price of $17.73. The stock is now traded at around $17.03. The impact to a portfolio due to this purchase was 3.07%. The holding were 9,763,920 shares as of .

Added: Neurocrine Biosciences Inc (NBIX)

HealthCor Management, L.P. added to a holding in Neurocrine Biosciences Inc by 91.82%. The purchase prices were between $75.11 and $113.76, with an estimated average price of $98.22. The stock is now traded at around $116.08. The impact to a portfolio due to this purchase was 2.74%. The holding were 1,547,740 shares as of .

Added: Nevro Corp (NVRO)

HealthCor Management, L.P. added to a holding in Nevro Corp by 49.79%. The purchase prices were between $70.23 and $144.31, with an estimated average price of $120.56. The stock is now traded at around $117.81. The impact to a portfolio due to this purchase was 2.49%. The holding were 1,752,620 shares as of .

Added: Blueprint Medicines Corp (BPMC)

HealthCor Management, L.P. added to a holding in Blueprint Medicines Corp by 314.98%. The purchase prices were between $48.11 and $82.22, with an estimated average price of $64.89. The stock is now traded at around $63.38. The impact to a portfolio due to this purchase was 2.43%. The holding were 1,280,370 shares as of .

Added: Charles River Laboratories International Inc (CRL)

HealthCor Management, L.P. added to a holding in Charles River Laboratories International Inc by 234.07%. The purchase prices were between $98.9 and $178.34, with an estimated average price of $150.58. The stock is now traded at around $168.30. The impact to a portfolio due to this purchase was 2.21%. The holding were 584,620 shares as of .

Sold Out: Regeneron Pharmaceuticals Inc (REGN)

HealthCor Management, L.P. sold out a holding in Regeneron Pharmaceuticals Inc. The sale prices were between $336.18 and $494.43, with an estimated average price of $411.31.

Sold Out: Johnson & Johnson (JNJ)

HealthCor Management, L.P. sold out a holding in Johnson & Johnson. The sale prices were between $111.14 and $153.99, with an estimated average price of $142.18.

Sold Out: Intersect ENT Inc (XENT)

HealthCor Management, L.P. sold out a holding in Intersect ENT Inc. The sale prices were between $8.95 and $28.98, with an estimated average price of $22.35.

Sold Out: Danaher Corp (DHR)

HealthCor Management, L.P. sold out a holding in Danaher Corp. The sale prices were between $121.39 and $169.05, with an estimated average price of $152.42.

Sold Out: Intuitive Surgical Inc (ISRG)

HealthCor Management, L.P. sold out a holding in Intuitive Surgical Inc. The sale prices were between $367.75 and $618.29, with an estimated average price of $551.71.

Sold Out: Abiomed Inc (ABMD)

HealthCor Management, L.P. sold out a holding in Abiomed Inc. The sale prices were between $130.51 and $196.01, with an estimated average price of $166.33.



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