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David Goodloe
David Goodloe
Articles (769) 

Samuel Isaly Trades in Health Care Stocks in 1st Quarter

Guru sells stakes in Health Net, Mylan, trims stake in Bristol-Myers Squibb

Samuel Isaly (Trades, Portfolio), manager of Eaton Vance Worldwide Health Sciences Fund, was an active investor in health care-related stocks long before government became involved in the sector. His transactions in the first quarter, ended Feb. 29, reflected that interest.

Isaly sold his 631,200-share stake in Health Net Inc. (NYSE:HNT), a Los Angeles-based health care insurance provider, for an average price of $64.87 per share. The transaction had a -2.35% impact on Isaly’s portfolio.

Health Net’s leading shareholder among the gurus is Jim Simons (Trades, Portfolio) with a stake of 1,047,600 shares. The stake is 1.35% of Health Net’s outstanding shares and 0.16% of Simons’ total assets.

Health Net has a P/E of 28.4, a forward P/E of 14.7, a P/B of 2.8 and a P/S of 0.3. GuruFocus gives Health Net a Financial Strength rating of 6/10 and a Profitability and Growth rating of 7/10.

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Health Net sold for $67.19 per share Wednesday.

Isaly sold his 548,000-share stake in Mylan NV (NASDAQ:MYL), a pharmaceuticals company based in White Sulphur Springs, West Virginia, for an average price of $50.8 per share. The divestiture had a -1.66% impact on his portfolio.

Vanguard Health Care Fund (Trades, Portfolio) is Mylan’s leading shareholder among the gurus with a stake of 24,253,075 shares. The stake is 4.94% of Mylan’s outstanding shares and 2.61% of Vanguard’s total assets.

Mylan has a P/E of 26.8, a forward P/E of 8, a P/B of 2.3 and a P/S of 2.4. GuruFocus gives Mylan a Financial Strength rating of 7/10 and a Profitability and Growth rating of 8/10.

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Mylan sold for $44.48 per share Wednesday.

Isaly sold his 258,500-share stake in Molina Healthcare Inc. (NYSE:MOH), a managed care company based in Long Beach, California, for an average price of $57.91 per share. The deal had a -0.92% impact on Isaly’s portfolio.

Simons is Molina’s leading shareholder among the gurus with a stake of 1,048,578 shares. The stake is 1.87% of Molina’s outstanding shares and 0.14% of Simons’ total assets.

Molina has a P/E of 25.5, a forward P/E of 14.5, a P/B of 2.3 and a P/S of 0.2. GuruFocus gives Molina a Financial Strength of 7/10 and a Profitability and Growth rating of 8/10.

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Molina sold for $65.22 per share Wednesday.

Isaly sold his 241,779-share stake in Sawai Pharmaceutical Co. Ltd. (TSE:4555), a Japanese generic drug manufacturer, for an average price of ¥66.26 (60 cents in U.S. currency) per share. The divestiture had a -0.82% impact on Isaly’s portfolio.

Sawai’s leading shareholder among the gurus is Wasatch International Growth (Trades, Portfolio) with a stake of 174,894 shares. The stake is 0.48% of Sawai’s outstanding shares and 0.88% of Wasatch’s total assets.

Sawai has a P/E of 16.3, a P/B of 2.2 and a P/S of 2.3. GuruFocus gives Sawai a Financial Strength rating of 9/10 and a Profitability and Growth rating of 7/10.

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Sawai’s price has gone up 10,827% since Isaly sold his stake. Sawai sold for ¥7,240 ($65.17 in American dollars) per share Wednesday.

Isaly slashed his stake in Novartis AG (NYSE:NVS), a Swiss pharmaceutical company, by nearly 49% with the sale of 437,300 shares for an average price of $80.56 per share. The transaction had a -2.2% impact on Isaly’s portfolio.

The remaining stake of 457,700 shares is 0.02% of Novartis’ outstanding shares and 2.46% of Isaly’s total assets. Novartis’ leading shareholder among the gurus is Dodge & Cox with a stake of 45,107,085 shares. The stake is 1.89% of Novartis’ outstanding shares and 3.81% of Dodge & Cox’s total assets.

Novartis has a P/E of 27.6, a forward P/E of 15.1, a P/B of 2.5 and a P/S of 3.7. GuruFocus gives Novartis a Financial Strength rating of 8/10 and a Profitability and Growth rating of 5/10.

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Novartis sold for $76.98 per share Wednesday.

Isaly trimmed his stake in Bristol-Myers Squibb Company (NYSE:BMY), a New York-based pharmaceutical company, by almost 23%. The guru sold 303,300 shares for an average price of $64.87 per share. The deal had a -1.27% impact on Isaly’s portfolio.

The remaining stake of 1,029,700 shares is 0.06% of Bristol-Myers Squibb’s outstanding shares and 4.82% of Isaly’s total assets. Vanguard Health Care Fund (Trades, Portfolio) is Bristol-Myers Squibb’s leading shareholder among the gurus with a stake of 46,232,449 shares. The stake is 2.77% of Bristol-Myers Squibb’s outstanding shares and 6.32% of Vanguard’s total assets.

Bristol-Myers Squibb has a P/E of 75.7, a forward P/E of 24.4, a P/B of 8.2 and a P/S of 7.2. GuruFocus gives Bristol-Myers Squibb a Financial Strength rating of 8/10 and a Profitability and Growth rating of 5/10.

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Bristol-Myers Squibb sold for $70.23 per share Wednesday.

Isaly cut his stake in Actelion Ltd. (XSWX:ATLN), a Swiss pharmaceutical company, by more than 43%. The guru sold 123,000 shares for an average price of CHF134.71 ($138.25 in U.S. money) per share. The transaction had a -1.02% impact on Isaly’s portfolio.

The remaining stake of 160,000 shares is 0.15% of Actelion’s outstanding shares and 1.68% of Isaly’s total assets. Actelion’s leading shareholder among the gurus is Vanguard Health Care Fund (Trades, Portfolio) with a stake of 2,632,318 shares. The stake is 2.51% of Actelion’s outstanding shares and 0.73% of Vanguard’s total assets.

Actelion has a P/E of 31.7, a forward P/E of 21.6, a P/B of 12.4 and a P/S of 8.6. GuruFocus gives Actelion a Financial Strength rating of 8/10 and a Profitability and Growth rating of 8/10.

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Actelion sold for CHF155.5 ($159.58 in American currency) per share Tuesday.

Isaly trimmed his stake in Amgen Inc. (NASDAQ:AMGN), a biopharmaceutical company based in Thousand Oaks, California, by more than 23%. The guru sold 93,000 shares for an average price of $153.93 per share. The deal had a -0.88% impact on Isaly’s portfolio.

The remaining stake of 303,000 shares is 0.04% of Amgen’s outstanding shares and 3.26% of Isaly’s total assets. Amgen’s leading shareholder among the gurus is PRIMECAP Management (Trades, Portfolio) with a stake of 29,177,226 shares. The stake is 3.88% of Amgen’s outstanding shares and 4.84% of PRIMECAP’s total assets.

Amgen has a P/E of 17.9, a forward P/E of 13.2, a P/B of 4.4 and a P/S of 5.8. GuruFocus gives Amgen a Financial Strength rating of 7/10 and a Profitability and Growth rating of 9/10.

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Amgen sold for $161 per share Wednesday.

Isaly boosted his stake in WellCare Health Plans Inc. (NYSE:WCG), a managed health care company based in Tampa, Florida, by nearly 148%. Isaly acquired 220,000 shares for an average price of $78.99 per share. The transaction had a 1.5% impact on Isaly’s portfolio.

The stake, now 369,000 shares, is 0.84% of WellCare’s outstanding shares and 2.51% of Isaly’s total assets. Alan Fournier (Trades, Portfolio) is WellCare’s leading shareholder among the gurus with a stake of 1,743,556 shares. The stake is 3.95% of WellCare’s outstanding shares and 3.64% of Fournier’s total assets.

WellCare has a P/E of 35.1, a forward P/E of 17.9, a P/B of 2.4 and a P/S of 0.3. GuruFocus gives WellCare a Financial Strength rating of 8/10 and a Profitability and Growth rating of 7/10.

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WellCare sold for $93.64 per share Wednesday.

Isaly raised his stake in Regeneron Pharmaceuticals Inc. (REGN), a Tarrytown, New York-based biotechnology company, by more than 23%. Isaly purchased 26,000 shares for an average price of $473.62 per share. The acquisition had a 0.76% impact on Isaly’s portfolio.

The stake, now 137,000 shares, is 0.13% of Regeneron’s outstanding shares and 3.98% of Isaly’s total assets. Regeneron’s leading shareholder among the gurus is Frank Sands (Trades, Portfolio) with a stake of 3,698,553 shares. The stake is 3.53% of Regeneron’s outstanding shares and 5.64% of Sands’ total assets.

Regeneron has a P/E of 70.8, a forward P/E of 23.8, a P/B of 11.2 and a P/S of 11. GuruFocus gives Regeneron a Financial Strength rating of 7/10 and a Profitability and Growth rating of 6/10.

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Regeneron sold for $390.28 per share Wednesday.

Isaly purchased a 162,000-share stake in Vertex Pharmaceuticals Inc. (VRTX), a pharmaceutical company based in Boston, for an average price of $104.94 per share. The deal had a 1.05% impact on Isaly’s portfolio.

The stake is 0.07% of Vertex’s outstanding shares and 1.05% of Isaly’s total assets. Vanguard Health Care Fund (Trades, Portfolio) is Vertex’s leading shareholder among the gurus with a stake of 9,827,411 shares. The stake is 3.99% of Vertex’s outstanding shares and 2.46% of Vanguard’s total assets.

Vertex has a forward P/E of 16.8, a P/B of 22.1 and a P/S of 19.7. GuruFocus gives Vertex a Financial Strength rating of 7/10 and a Profitability and Growth rating of 5/10.

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Vertex sold for $84.5 per share Wednesday.

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About the author:

David Goodloe
I'm a journalist by training. I grew up in Arkansas and earned my B.A. at the University of Arkansas. I earned my master's degree at the University of North Texas. My background includes stints at newspapers in Arkansas and Texas and teaching news writing and news editing to students at the University of Oklahoma and Richland College here in Dallas. I'm a writer/editor at GuruFocus.

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