Andreas Halvorsen (Trades, Portfolio) of Viking Global Investors LP recently added a new positon to his portfolio of 62 stocks, valued ~$21.8 billion and has a 29% quarter over quarter turnover.
Halvorsen added 11,535,925 shares of Envison Healthcare Holdings Inc (EVHC, Financial) to his portfolio at an average price of $39.31 a share.
The company provides physician-led, outsourced medical services in the U.S. and currently has roughly 34,000 clinicians. Envision was incorporated in 2011. EVHC is currently trading at $39.44 a share.
EBITDA per share for the trailing 12 months as of December 2014 was $2.88, and its growth rate for the year was 25%.
The company's current ratio is sitting at a comfortable 2.36, which indicates it has good short-term financial strength.
The chart above shows the number of insider buys and sells since 2013. Last month, there was one insider buy: Director Richard Schnall, who purchased 100,000 shares at an average price of $36.73 a share.
Halvorsen also increased his stakes in three of the following positions: Sealed Air Corp (SEE, Financial), Kansas City Southern Inc (KSU, Financial), Wayfair Inc (W, Financial). He also reduced his stakes in Mohawk Industries Inc (MHK, Financial) and Ilumina Inc (ILMN, Financial).
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