PFM Health Sciences, LP Buys Pfizer Inc, iRhythm Technologies Inc, Johnson & Johnson, Sells Eli Lilly and Co, Horizon Therapeutics PLC, HCA Healthcare Inc

Author's Avatar
Feb 17, 2022
Investment company PFM Health Sciences, LP (Current Portfolio) buys Pfizer Inc, iRhythm Technologies Inc, Johnson & Johnson, Biomarin Pharmaceutical Inc, Cardinal Health Inc, sells Eli Lilly and Co, Horizon Therapeutics PLC, HCA Healthcare Inc, Neurocrine Biosciences Inc, Gilead Sciences Inc during the 3-months ended 2021Q4, according to the most recent filings of the investment company, PFM Health Sciences, LP. As of 2021Q4, PFM Health Sciences, LP owns 67 stocks with a total value of $2.8 billion. These are the details of the buys and sells.

For the details of PFM Health Sciences, LP's stock buys and sells, go to https://www.gurufocus.com/guru/pfm+health+sciences%2C+lp/current-portfolio/portfolio

These are the top 5 holdings of PFM Health Sciences, LP
  1. Arcus Biosciences Inc (RCUS) - 3,431,010 shares, 5.00% of the total portfolio.
  2. Outset Medical Inc (OM) - 2,940,255 shares, 4.88% of the total portfolio. Shares reduced by 0.89%
  3. AbbVie Inc (ABBV) - 916,496 shares, 4.46% of the total portfolio.
  4. Horizon Therapeutics PLC (HZNP) - 1,091,840 shares, 4.23% of the total portfolio. Shares reduced by 30.07%
  5. Cytokinetics Inc (CYTK) - 2,465,016 shares, 4.04% of the total portfolio. Shares reduced by 21.99%
New Purchase: Pfizer Inc (PFE)

PFM Health Sciences, LP initiated holding in Pfizer Inc. The purchase prices were between $41.32 and $61.25, with an estimated average price of $49.81. The stock is now traded at around $49.160000. The impact to a portfolio due to this purchase was 2.85%. The holding were 1,343,384 shares as of 2021-12-31.

New Purchase: iRhythm Technologies Inc (IRTC)

PFM Health Sciences, LP initiated holding in iRhythm Technologies Inc. The purchase prices were between $58.34 and $122.12, with an estimated average price of $92.77. The stock is now traded at around $121.580000. The impact to a portfolio due to this purchase was 2.22%. The holding were 523,982 shares as of 2021-12-31.

New Purchase: Johnson & Johnson (JNJ)

PFM Health Sciences, LP initiated holding in Johnson & Johnson. The purchase prices were between $155.93 and $173.01, with an estimated average price of $163.78. The stock is now traded at around $165.659400. The impact to a portfolio due to this purchase was 2%. The holding were 324,972 shares as of 2021-12-31.

New Purchase: Biomarin Pharmaceutical Inc (BMRN)

PFM Health Sciences, LP initiated holding in Biomarin Pharmaceutical Inc. The purchase prices were between $71.72 and $91.47, with an estimated average price of $82.84. The stock is now traded at around $91.254000. The impact to a portfolio due to this purchase was 1.48%. The holding were 464,940 shares as of 2021-12-31.

New Purchase: Cardinal Health Inc (CAH)

PFM Health Sciences, LP initiated holding in Cardinal Health Inc. The purchase prices were between $45.87 and $52.17, with an estimated average price of $49.05. The stock is now traded at around $54.605000. The impact to a portfolio due to this purchase was 1.19%. The holding were 639,783 shares as of 2021-12-31.

New Purchase: Anthem Inc (ANTM)

PFM Health Sciences, LP initiated holding in Anthem Inc. The purchase prices were between $370.08 and $467.67, with an estimated average price of $421.99. The stock is now traded at around $450.560000. The impact to a portfolio due to this purchase was 0.71%. The holding were 42,734 shares as of 2021-12-31.

Added: Catalent Inc (CTLT)

PFM Health Sciences, LP added to a holding in Catalent Inc by 83.75%. The purchase prices were between $119.57 and $139.07, with an estimated average price of $128.41. The stock is now traded at around $99.270000. The impact to a portfolio due to this purchase was 0.68%. The holding were 326,700 shares as of 2021-12-31.

Added: Nevro Corp (NVRO)

PFM Health Sciences, LP added to a holding in Nevro Corp by 23.51%. The purchase prices were between $81.07 and $121.29, with an estimated average price of $99.57. The stock is now traded at around $69.560000. The impact to a portfolio due to this purchase was 0.27%. The holding were 485,135 shares as of 2021-12-31.

Added: Praxis Precision Medicines Inc (PRAX)

PFM Health Sciences, LP added to a holding in Praxis Precision Medicines Inc by 39.64%. The purchase prices were between $16.76 and $22.99, with an estimated average price of $19.56. The stock is now traded at around $13.000000. The impact to a portfolio due to this purchase was 0.13%. The holding were 635,904 shares as of 2021-12-31.

Added: Pulmonx Corp (LUNG)

PFM Health Sciences, LP added to a holding in Pulmonx Corp by 53.17%. The purchase prices were between $29.72 and $45.1, with an estimated average price of $36.42. The stock is now traded at around $27.255000. The impact to a portfolio due to this purchase was 0.08%. The holding were 209,193 shares as of 2021-12-31.

Sold Out: Allogene Therapeutics Inc (ALLO)

PFM Health Sciences, LP sold out a holding in Allogene Therapeutics Inc. The sale prices were between $13.13 and $24.38, with an estimated average price of $17.52.

Sold Out: Stevanato Group SPA (STVN)

PFM Health Sciences, LP sold out a holding in Stevanato Group SPA. The sale prices were between $21.65 and $27, with an estimated average price of $23.67.

Sold Out: Sight Sciences Inc (SGHT)

PFM Health Sciences, LP sold out a holding in Sight Sciences Inc. The sale prices were between $17.36 and $27.36, with an estimated average price of $21.82.

Sold Out: Atea Pharmaceuticals Inc (AVIR)

PFM Health Sciences, LP sold out a holding in Atea Pharmaceuticals Inc. The sale prices were between $7.67 and $44.59, with an estimated average price of $14.96.

Sold Out: Zai Lab Ltd (ZLAB)

PFM Health Sciences, LP sold out a holding in Zai Lab Ltd. The sale prices were between $54.9 and $105.21, with an estimated average price of $84.09.

Sold Out: Guardant Health Inc (GH)

PFM Health Sciences, LP sold out a holding in Guardant Health Inc. The sale prices were between $88.71 and $120.43, with an estimated average price of $103.33.



Here is the complete portfolio of PFM Health Sciences, LP. Also check out:

1. PFM Health Sciences, LP's Undervalued Stocks
2. PFM Health Sciences, LP's Top Growth Companies, and
3. PFM Health Sciences, LP's High Yield stocks
4. Stocks that PFM Health Sciences, LP keeps buying