Glenview Capital Management Buys Boston Scientific Corp, Baxter International Inc, Molina Healthcare Inc, Sells Cigna Corp, HCA Healthcare Inc, Hologic Inc

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May 15, 2020
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Investment company Glenview Capital Management (Current Portfolio) buys Boston Scientific Corp, Baxter International Inc, Molina Healthcare Inc, United Rentals Inc, Universal Health Services Inc, sells Cigna Corp, HCA Healthcare Inc, Hologic Inc, IQVIA Holdings Inc, The Walt Disney Co during the 3-months ended 2020Q1, according to the most recent filings of the investment company, Glenview Capital Management. As of 2020Q1, Glenview Capital Management owns 43 stocks with a total value of $3.7 billion. These are the details of the buys and sells.

For the details of Larry Robbins's stock buys and sells, go to https://www.gurufocus.com/guru/larry+robbins/current-portfolio/portfolio

These are the top 5 holdings of Larry Robbins
  1. Takeda Pharmaceutical Co Ltd (TAK) - 19,956,999 shares, 8.28% of the total portfolio. Shares reduced by 34.74%
  2. Tenet Healthcare Corp (THC) - 19,735,625 shares, 7.77% of the total portfolio.
  3. Cigna Corp (CI) - 1,467,759 shares, 7.11% of the total portfolio. Shares reduced by 64.86%
  4. Bausch Health Companies Inc (BHC) - 16,617,008 shares, 7.04% of the total portfolio.
  5. HCA Healthcare Inc (HCA) - 2,812,681 shares, 6.91% of the total portfolio. Shares reduced by 52.85%
New Purchase: Boston Scientific Corp (BSX)

Glenview Capital Management initiated holding in Boston Scientific Corp. The purchase prices were between $25.83 and $45.71, with an estimated average price of $39.29. The stock is now traded at around $34.83. The impact to a portfolio due to this purchase was 2.13%. The holding were 2,387,859 shares as of .

New Purchase: Baxter International Inc (BAX)

Glenview Capital Management initiated holding in Baxter International Inc. The purchase prices were between $71.57 and $93.3, with an estimated average price of $86.41. The stock is now traded at around $87.16. The impact to a portfolio due to this purchase was 1.07%. The holding were 482,786 shares as of .

New Purchase: Molina Healthcare Inc (MOH)

Glenview Capital Management initiated holding in Molina Healthcare Inc. The purchase prices were between $107.79 and $153.84, with an estimated average price of $134.07. The stock is now traded at around $181.42. The impact to a portfolio due to this purchase was 1.06%. The holding were 278,702 shares as of .

New Purchase: Intuitive Surgical Inc (ISRG)

Glenview Capital Management initiated holding in Intuitive Surgical Inc. The purchase prices were between $367.75 and $618.29, with an estimated average price of $551.71. The stock is now traded at around $520.41. The impact to a portfolio due to this purchase was 0.2%. The holding were 14,779 shares as of .

New Purchase: Coherus BioSciences Inc (CHRS)

Glenview Capital Management initiated holding in Coherus BioSciences Inc. The purchase prices were between $11.67 and $22.53, with an estimated average price of $18.53. The stock is now traded at around $16.62. The impact to a portfolio due to this purchase was 0.19%. The holding were 426,738 shares as of .

New Purchase: Abbott Laboratories (ABT)

Glenview Capital Management initiated holding in Abbott Laboratories. The purchase prices were between $62.82 and $91.86, with an estimated average price of $83.67. The stock is now traded at around $89.89. The impact to a portfolio due to this purchase was 0.1%. The holding were 46,752 shares as of .

Added: United Rentals Inc (URI)

Glenview Capital Management added to a holding in United Rentals Inc by 235.47%. The purchase prices were between $69.59 and $168.65, with an estimated average price of $133.86. The stock is now traded at around $118.57. The impact to a portfolio due to this purchase was 0.78%. The holding were 395,583 shares as of .

Added: Universal Health Services Inc (UHS)

Glenview Capital Management added to a holding in Universal Health Services Inc by 110.51%. The purchase prices were between $67.69 and $147.78, with an estimated average price of $127.36. The stock is now traded at around $92.63. The impact to a portfolio due to this purchase was 0.5%. The holding were 354,375 shares as of .

Added: Insperity Inc (NSP)

Glenview Capital Management added to a holding in Insperity Inc by 87.20%. The purchase prices were between $26.11 and $93.78, with an estimated average price of $71.55. The stock is now traded at around $44.80. The impact to a portfolio due to this purchase was 0.21%. The holding were 440,733 shares as of .

Added: The Michaels Companies Inc (MIK)

Glenview Capital Management added to a holding in The Michaels Companies Inc by 337.50%. The purchase prices were between $1.46 and $8.73, with an estimated average price of $4.81. The stock is now traded at around $2.89. The impact to a portfolio due to this purchase was 0.08%. The holding were 2,582,377 shares as of .

Sold Out: The Walt Disney Co (DIS)

Glenview Capital Management sold out a holding in The Walt Disney Co. The sale prices were between $85.76 and $148.2, with an estimated average price of $127.19.

Sold Out: Anthem Inc (ANTM)

Glenview Capital Management sold out a holding in Anthem Inc. The sale prices were between $174.68 and $307.74, with an estimated average price of $273.87.

Sold Out: Williams Companies Inc (WMB)

Glenview Capital Management sold out a holding in Williams Companies Inc. The sale prices were between $9.25 and $24.04, with an estimated average price of $19.53.

Sold Out: DaVita Inc (DVA)

Glenview Capital Management sold out a holding in DaVita Inc. The sale prices were between $64.99 and $88.5, with an estimated average price of $78.69.

Sold Out: Univar Solutions Inc (UNVR)

Glenview Capital Management sold out a holding in Univar Solutions Inc. The sale prices were between $7.08 and $24.35, with an estimated average price of $18.78.

Sold Out: Boeing Co (BA)

Glenview Capital Management sold out a holding in Boeing Co. The sale prices were between $95.01 and $347.45, with an estimated average price of $276.34.



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