5 Health Care Stocks Gurus Are Buying

These stocks have positions in gurus' portfolios

Author's Avatar
Apr 06, 2018
Article's Main Image

According to the GuruFocus All-In-One Screener, the following health care stocks are popular among gurus.

Four gurus are invested in Zimmer Biomet Holdings Inc. (ZBH).

The medical device company has a market cap of $21.81 billion. Its revenue has grown 8.9% annually over the past 10 years.

The stock is trading with a price-earnings (P/E) ratio of 12.08. The current price of $107.70 is 10.65% below its 52-week high and 2.39% above its 52-week low. Over the past 10 years, it has returned a gain of 37%.

The company’s largest shareholder among the gurus is Jana Partners (Trades, Portfolio) with 1.9% of outstanding shares followed by Hotchkis & Wiley with 0.66% and Mairs and Power (Trades, Portfolio) with 0.54%.

Shire PLC (SHPG) is held by five gurus.

The company operates in the industry of specialist medicines. It has a market cap of $46.17 billion and its revenue has grown 16.30% annually over the past 10 years.

The stock is trading with a price-earnings ratio of 10.60. The current price of $156.43 is 18.59% below its 52-week high and 26.43% above its 52-week low. Over the past decade, it has returned a gain of 161%.

Larry Robbins (Trades, Portfolio) is the largest shareholder of the company among the gurus with 1.89% of outstanding shares followed by John Paulson (Trades, Portfolio) with 1% and Lee Ainslie (Trades, Portfolio) with 0.55%.

Three gurus are invested in bluebird bio Inc. (BLUE).

The company develops gene therapies for severe genetic and rare diseases. It has a market cap of $8.5 billion.

The stock is trading with a price-book (P/B) ratio of 5.17. The current price of $170.15 is 27.95% below its 52-week high and 128.54% above its 52-week low. Over the past decade, it has returned a gain of 516%.

The company’s largest shareholder among the gurus is Vanguard Health Care Fund (Trades, Portfolio) with 0.76% of outstanding shares followed by Steven Cohen (Trades, Portfolio) with 0.14% and Louis Moore Bacon (Trades, Portfolio) with 0.04%.

Four gurus have positions in Macrogenics Inc. (MGNX).

The company focuses on discovering and developing monoclonal antibody-based therapeutics. It has a market cap of $985 million.

The stock is trading with a P/B ratio of 2.89. The current price of $23.4 is 28.53% below its 52-week high and 62.95% above its 52-week low. Over the past decade, it has returned a loss of 6%.

Cohen is the largest shareholder of the company among the gurus with 2.58% of outstanding shares followed by Columbia Wanger (Trades, Portfolio) with 0.97% and Jim Simons (Trades, Portfolio) with 0.71%.

Three gurus are invested in Anika Therapeutics Inc. (ANIK).

The company produces therapeutic products for tissue protection, healing and repair. It has a market cap of $686.06 million and its revenue has increased 10.60% over a 10-year period.

The stock is trading with a P/E ratio of 22.01. The current price of $46.69 is 33.12% below its 52-week high and 9.83% above its 52-week low. Over the past decade, it has returned a gain of 380%.

The company’s largest shareholder among the gurus is Columbia Wanger (Trades, Portfolio) with 1.61% of outstanding shares followed by Ken Fisher (Trades, Portfolio) with 0.76%, Simons with 0.75% and Joel Greenblatt (Trades, Portfolio) with 0.24%.

Disclosure: I do not own any shares of any stocks mentioned in this article.