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Redmile Group, LLC Buys Celgene Corp, Abbott Laboratories, bluebird bio Inc, Sells Seattle Genetics Inc, Aetna Inc, GW Pharmaceuticals PLC

San Francisco, CA, based Investment company Redmile Group, LLC buys Celgene Corp, Abbott Laboratories, bluebird bio Inc, Teleflex Inc, UnitedHealth Group Inc, WellCare Health Plans Inc, Catalent Inc, Allscripts Healthcare Solutions Inc, Universal Health Services Inc, Fate Therapeutics Inc, sells Seattle Genetics Inc, Aetna Inc, GW Pharmaceuticals PLC, Molina Healthcare Inc, Vertex Pharmaceuticals Inc during the 3-months ended 2017-12-31, according to the most recent filings of the investment company, Redmile Group, LLC. As of 2017-12-31, Redmile Group, LLC owns 68 stocks with a total value of $2.2 billion. These are the details of the buys and sells.

For the details of Redmile Group, LLC's stock buys and sells, go to http://www.gurufocus.com/StockBuy.php?GuruName=Redmile+Group%2C+LLC

These are the top 5 holdings of Redmile Group, LLC
  1. Array BioPharma Inc (ARRY) - 19,113,864 shares, 10.64% of the total portfolio. Shares added by 8.87%
  2. Amicus Therapeutics Inc (FOLD) - 10,025,770 shares, 6.27% of the total portfolio. Shares reduced by 8.96%
  3. Puma Biotechnology Inc (PBYI) - 913,573 shares, 3.93% of the total portfolio. Shares added by 0.76%
  4. Clovis Oncology Inc (CLVS) - 1,320,027 shares, 3.9% of the total portfolio. Shares added by 32.45%
  5. WAVE Life Sciences Ltd (WVE) - 2,209,107 shares, 3.37% of the total portfolio. Shares reduced by 2.58%
New Purchase: Celgene Corp (CELG)

Redmile Group, LLC initiated holding in Celgene Corp. The purchase prices were between $98.17 and $146.52, with an estimated average price of $113.03. The stock is now traded at around $91.19. The impact to a portfolio due to this purchase was 2.96%. The holding were 653,000 shares as of 2017-12-31.

New Purchase: Abbott Laboratories (ABT)

Redmile Group, LLC initiated holding in Abbott Laboratories. The purchase prices were between $53.68 and $57.47, with an estimated average price of $55.4. The stock is now traded at around $61.87. The impact to a portfolio due to this purchase was 2.23%. The holding were 896,900 shares as of 2017-12-31.

New Purchase: bluebird bio Inc (BLUE)

Redmile Group, LLC initiated holding in bluebird bio Inc. The purchase prices were between $125.45 and $201.8, with an estimated average price of $156.47. The stock is now traded at around $225.95. The impact to a portfolio due to this purchase was 2.01%. The holding were 259,800 shares as of 2017-12-31.

New Purchase: WellCare Health Plans Inc (WCG)

Redmile Group, LLC initiated holding in WellCare Health Plans Inc. The purchase prices were between $167.68 and $211.35, with an estimated average price of $193.3. The stock is now traded at around $191.85. The impact to a portfolio due to this purchase was 1.26%. The holding were 144,349 shares as of 2017-12-31.

New Purchase: Allscripts Healthcare Solutions Inc (MDRX)

Redmile Group, LLC initiated holding in Allscripts Healthcare Solutions Inc. The purchase prices were between $12.57 and $14.91, with an estimated average price of $13.88. The stock is now traded at around $13.78. The impact to a portfolio due to this purchase was 1.12%. The holding were 1,770,600 shares as of 2017-12-31.

New Purchase: Universal Health Services Inc (UHS)

Redmile Group, LLC initiated holding in Universal Health Services Inc. The purchase prices were between $95.77 and $115.06, with an estimated average price of $106.85. The stock is now traded at around $127.27. The impact to a portfolio due to this purchase was 1.07%. The holding were 217,100 shares as of 2017-12-31.

Added: Teleflex Inc (TFX)

Redmile Group, LLC added to a holding in Teleflex Inc by 449.93%. The purchase prices were between $236.76 and $270.19, with an estimated average price of $251.1. The stock is now traded at around $261.41. The impact to a portfolio due to this purchase was 1.53%. The holding were 172,486 shares as of 2017-12-31.

Added: UnitedHealth Group Inc (UNH)

Redmile Group, LLC added to a holding in UnitedHealth Group Inc by 8065.93%. The purchase prices were between $192.52 and $226.78, with an estimated average price of $211.67. The stock is now traded at around $224.73. The impact to a portfolio due to this purchase was 1.4%. The holding were 148,620 shares as of 2017-12-31.

Added: Catalent Inc (CTLT)

Redmile Group, LLC added to a holding in Catalent Inc by 464.17%. The purchase prices were between $37.27 and $43.02, with an estimated average price of $40.71. The stock is now traded at around $42.05. The impact to a portfolio due to this purchase was 1.23%. The holding were 833,063 shares as of 2017-12-31.

Added: Fate Therapeutics Inc (FATE)

Redmile Group, LLC added to a holding in Fate Therapeutics Inc by 285.15%. The purchase prices were between $3.94 and $6.64, with an estimated average price of $4.46. The stock is now traded at around $12.83. The impact to a portfolio due to this purchase was 1.07%. The holding were 5,465,486 shares as of 2017-12-31.

Added: Clovis Oncology Inc (CLVS)

Redmile Group, LLC added to a holding in Clovis Oncology Inc by 32.45%. The purchase prices were between $57.69 and $84.58, with an estimated average price of $70.03. The stock is now traded at around $61.66. The impact to a portfolio due to this purchase was 0.96%. The holding were 1,320,027 shares as of 2017-12-31.

Added: Immunogen Inc (IMGN)

Redmile Group, LLC added to a holding in Immunogen Inc by 35.30%. The purchase prices were between $5.07 and $7.92, with an estimated average price of $6.16. The stock is now traded at around $10.79. The impact to a portfolio due to this purchase was 0.79%. The holding were 10,906,962 shares as of 2017-12-31.

Sold Out: Aetna Inc (AET)

Redmile Group, LLC sold out a holding in Aetna Inc. The sale prices were between $151.44 and $182.73, with an estimated average price of $171.68.

Sold Out: GW Pharmaceuticals PLC (GWPH)

Redmile Group, LLC sold out a holding in GW Pharmaceuticals PLC. The sale prices were between $98.51 and $138.76, with an estimated average price of $117.39.

Sold Out: Molina Healthcare Inc (MOH)

Redmile Group, LLC sold out a holding in Molina Healthcare Inc. The sale prices were between $59.86 and $79.18, with an estimated average price of $72.08.

Sold Out: Vertex Pharmaceuticals Inc (VRTX)

Redmile Group, LLC sold out a holding in Vertex Pharmaceuticals Inc. The sale prices were between $137.28 and $155.55, with an estimated average price of $148.13.

Sold Out: La Jolla Pharmaceutical Co (LJPC)

Redmile Group, LLC sold out a holding in La Jolla Pharmaceutical Co. The sale prices were between $23.91 and $35.91, with an estimated average price of $32.67.

Sold Out: Diplomat Pharmacy Inc (DPLO)

Redmile Group, LLC sold out a holding in Diplomat Pharmacy Inc. The sale prices were between $14.63 and $21.57, with an estimated average price of $19.69.

Reduced: Seattle Genetics Inc (SGEN)

Redmile Group, LLC reduced to a holding in Seattle Genetics Inc by 37.3%. The sale prices were between $51.82 and $64.08, with an estimated average price of $58.37. The stock is now traded at around $56.97. The impact to a portfolio due to this sale was -1.88%. Redmile Group, LLC still held 1,156,021 shares as of 2017-12-31.

Reduced: ICU Medical Inc (ICUI)

Redmile Group, LLC reduced to a holding in ICU Medical Inc by 30.62%. The sale prices were between $186.1 and $220.45, with an estimated average price of $202.2. The stock is now traded at around $256.40. The impact to a portfolio due to this sale was -0.58%. Redmile Group, LLC still held 139,972 shares as of 2017-12-31.

Reduced: PRA Health Sciences Inc (PRAH)

Redmile Group, LLC reduced to a holding in PRA Health Sciences Inc by 37.66%. The sale prices were between $76.11 and $91.53, with an estimated average price of $83.2. The stock is now traded at around $87.91. The impact to a portfolio due to this sale was -0.58%. Redmile Group, LLC still held 250,614 shares as of 2017-12-31.

Reduced: Audentes Therapeutics Inc (BOLD)

Redmile Group, LLC reduced to a holding in Audentes Therapeutics Inc by 27.92%. The sale prices were between $24.69 and $31.89, with an estimated average price of $27.43. The stock is now traded at around $34.43. The impact to a portfolio due to this sale was -0.51%. Redmile Group, LLC still held 929,326 shares as of 2017-12-31.

Reduced: Cascadian Therapeutics Inc (CASC)

Redmile Group, LLC reduced to a holding in Cascadian Therapeutics Inc by 67.03%. The sale prices were between $3.53 and $4.59, with an estimated average price of $4.09. The stock is now traded at around $10.02. The impact to a portfolio due to this sale was -0.27%. Redmile Group, LLC still held 649,446 shares as of 2017-12-31.

Reduced: Ovid Therapeutics Inc (OVID)

Redmile Group, LLC reduced to a holding in Ovid Therapeutics Inc by 30.67%. The sale prices were between $6.12 and $11.98, with an estimated average price of $9.13. The stock is now traded at around $8.00. The impact to a portfolio due to this sale was -0.06%. Redmile Group, LLC still held 312,782 shares as of 2017-12-31.



Here is the complete portfolio of Redmile Group, LLC. Also check out:

1. Redmile Group, LLC's Undervalued Stocks
2. Redmile Group, LLC's Top Growth Companies, and
3. Redmile Group, LLC's High Yield stocks
4. Stocks that Redmile Group, LLC keeps buying

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