Redmile Group, LLC Buys Bristol-Myers Squibb Company, Clovis Oncology Inc, Medtronic PLC, Sells WellCare Health Plans Inc, bluebird bio Inc, Anthem Inc

San Francisco, CA, based Investment company Redmile Group, LLC buys Bristol-Myers Squibb Company, Clovis Oncology Inc, Medtronic PLC, Teva Pharmaceutical Industries, Epizyme Inc, Jazz Pharmaceuticals PLC, AtriCure Inc, Axonics Modulation Technologies Inc, Global Blood Therapeutics Inc, Krystal Biotech Inc, GW Pharmaceuticals PLC, iRhythm Technologies Inc, Sage Therapeutics Inc, Strongbridge Biopharma PLC, sells WellCare Health Plans Inc, bluebird bio Inc, Anthem Inc, Centene Corp, NuVasive Inc, Catalent Inc, ProQR Therapeutics NV, AnaptysBio Inc, ICU Medical Inc, Zoetis Inc, LHC Group Inc, Syneos Health Inc, Agilent Technologies Inc, Cigna Corp, Heska Corp, Elanco Animal Health Inc, uniQure NV, Teladoc Health Inc, eHealth Inc, Surgery Partners Inc, Penumbra Inc, UnitedHealth Group Inc, IntriCon Corp, Neuronetics Inc, Odonate Therapeutics Inc, Ra Medical Systems Inc, Jounce Therapeutics Inc, Repligen Corp, Senseonics Holdings Inc, Viking Therapeutics Inc, Heron Therapeutics Inc, Amedisys Inc, iShares U.S. Health Care Providers during the 3-months ended 2018Q4, according to the most recent filings of the investment company, Redmile Group, LLC. As of 2018Q4, Redmile Group, LLC owns 73 stocks with a total value of $2.4 billion. These are the details of the buys and sells.

For the details of Redmile Group, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/redmile+group%2C+llc/current-portfolio/portfolio

These are the top 5 holdings of Redmile Group, LLC
  1. Array BioPharma Inc (ARRY) - 16,459,128 shares, 9.78% of the total portfolio. Shares added by 3.47%
  2. Atara Biotherapeutics Inc (ATRA) - 4,414,617 shares, 6.39% of the total portfolio. Shares added by 4.64%
  3. Fate Therapeutics Inc (FATE) - 10,576,363 shares, 5.66% of the total portfolio.
  4. Xencor Inc (XNCR) - 3,084,703 shares, 4.65% of the total portfolio. Shares added by 1.80%
  5. WAVE Life Sciences Ltd (WVE) - 2,237,607 shares, 3.92% of the total portfolio. Shares reduced by 1.57%
New Purchase: Bristol-Myers Squibb Company (BMY)

Redmile Group, LLC initiated holding in Bristol-Myers Squibb Company. The purchase prices were between $48.76 and $63.23, with an estimated average price of $53.49. The stock is now traded at around $50.13. The impact to a portfolio due to this purchase was 1.85%. The holding were 854,700 shares as of .

New Purchase: Medtronic PLC (MDT)

Redmile Group, LLC initiated holding in Medtronic PLC. The purchase prices were between $85.8 and $99.02, with an estimated average price of $93.28. The stock is now traded at around $92.61. The impact to a portfolio due to this purchase was 1.59%. The holding were 419,900 shares as of .

New Purchase: Teva Pharmaceutical Industries Ltd (TEVA)

Redmile Group, LLC initiated holding in Teva Pharmaceutical Industries Ltd. The purchase prices were between $14.59 and $23.84, with an estimated average price of $20.42. The stock is now traded at around $17.25. The impact to a portfolio due to this purchase was 1.18%. The holding were 1,828,900 shares as of .

New Purchase: AtriCure Inc (ATRC)

Redmile Group, LLC initiated holding in AtriCure Inc. The purchase prices were between $26.66 and $33.69, with an estimated average price of $31.06. The stock is now traded at around $32.78. The impact to a portfolio due to this purchase was 0.38%. The holding were 300,000 shares as of .

New Purchase: Axonics Modulation Technologies Inc (AXNX)

Redmile Group, LLC initiated holding in Axonics Modulation Technologies Inc. The purchase prices were between $13.2 and $16.43, with an estimated average price of $14.87. The stock is now traded at around $22.50. The impact to a portfolio due to this purchase was 0.38%. The holding were 600,000 shares as of .

New Purchase: Global Blood Therapeutics Inc (GBT)

Redmile Group, LLC initiated holding in Global Blood Therapeutics Inc. The purchase prices were between $31.54 and $46.67, with an estimated average price of $37.55. The stock is now traded at around $50.00. The impact to a portfolio due to this purchase was 0.29%. The holding were 167,600 shares as of .

Added: Clovis Oncology Inc (CLVS)

Redmile Group, LLC added to a holding in Clovis Oncology Inc by 128.34%. The purchase prices were between $11.63 and $32.67, with an estimated average price of $20.2. The stock is now traded at around $24.18. The impact to a portfolio due to this purchase was 1.71%. The holding were 4,060,529 shares as of .

Added: Epizyme Inc (EPZM)

Redmile Group, LLC added to a holding in Epizyme Inc by 195.23%. The purchase prices were between $5.22 and $9.71, with an estimated average price of $7.53. The stock is now traded at around $11.72. The impact to a portfolio due to this purchase was 1.12%. The holding were 6,637,278 shares as of .

Added: Jazz Pharmaceuticals PLC (JAZZ)

Redmile Group, LLC added to a holding in Jazz Pharmaceuticals PLC by 8496.23%. The purchase prices were between $115.94 and $166.74, with an estimated average price of $147.58. The stock is now traded at around $125.21. The impact to a portfolio due to this purchase was 0.7%. The holding were 136,680 shares as of .

Added: Sage Therapeutics Inc (SAGE)

Redmile Group, LLC added to a holding in Sage Therapeutics Inc by 35.94%. The purchase prices were between $81.94 and $139.71, with an estimated average price of $113.76. The stock is now traded at around $146.18. The impact to a portfolio due to this purchase was less than 0.01%. The holding were 2,950 shares as of .

Sold Out: WellCare Health Plans Inc (WCG)

Redmile Group, LLC sold out a holding in WellCare Health Plans Inc. The sale prices were between $221.21 and $319.24, with an estimated average price of $265.73.

Sold Out: bluebird bio Inc (BLUE)

Redmile Group, LLC sold out a holding in bluebird bio Inc. The sale prices were between $91.25 and $144, with an estimated average price of $117.56.

Sold Out: Centene Corp (CNC)

Redmile Group, LLC sold out a holding in Centene Corp. The sale prices were between $54.55 and $73.42, with an estimated average price of $66.73.

Sold Out: NuVasive Inc (NUVA)

Redmile Group, LLC sold out a holding in NuVasive Inc. The sale prices were between $47.64 and $69.86, with an estimated average price of $59.82.

Sold Out: Catalent Inc (CTLT)

Redmile Group, LLC sold out a holding in Catalent Inc. The sale prices were between $29.95 and $46.34, with an estimated average price of $38.32.

Sold Out: ProQR Therapeutics NV (PRQR)

Redmile Group, LLC sold out a holding in ProQR Therapeutics NV. The sale prices were between $15.25 and $22.4, with an estimated average price of $18.35.

Reduced: Anthem Inc (ANTM)

Redmile Group, LLC reduced to a holding in Anthem Inc by 50.64%. The sale prices were between $249 and $296.25, with an estimated average price of $274.89. The stock is now traded at around $311.30. The impact to a portfolio due to this sale was -1.01%. Redmile Group, LLC still held 115,500 shares as of .

Reduced: AnaptysBio Inc (ANAB)

Redmile Group, LLC reduced to a holding in AnaptysBio Inc by 42.24%. The sale prices were between $55.4 and $96.68, with an estimated average price of $73.87. The stock is now traded at around $64.94. The impact to a portfolio due to this sale was -0.83%. Redmile Group, LLC still held 364,050 shares as of .

Reduced: ICU Medical Inc (ICUI)

Redmile Group, LLC reduced to a holding in ICU Medical Inc by 49.82%. The sale prices were between $213.13 and $278.29, with an estimated average price of $245.69. The stock is now traded at around $252.99. The impact to a portfolio due to this sale was -0.8%. Redmile Group, LLC still held 91,321 shares as of .



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