Glenview Capital Management Buys Cigna Corp, Shire PLC, DXC Technology Co, Sells Express Scripts Holding Co, Aetna Inc, Allergan PLC

Investment company Glenview Capital Management buys Cigna Corp, Shire PLC, DXC Technology Co, Alphabet Inc, CVS Health Corp, Baxter International Inc, Bausch Health Inc, Humana Inc, LyondellBasell Industries NV, Brookdale Senior Living Inc, Livent Corp, Delphi Technologies PLC, sells Express Scripts Holding Co, Aetna Inc, Allergan PLC, FedEx Corp, Thermo Fisher Scientific Inc, Aramark, Walgreens Boots Alliance Inc, Charter Communications Inc, eBay Inc, Endo International PLC, Symantec Corp, Fortune Brands Home & Security Inc, Anthem Inc, Universal Health Services Inc, Dollar Tree Inc, Worldpay Inc, NXP Semiconductors NV, AmerisourceBergen Corp, Nuance Communications Inc, The Michaels Inc, Mohawk Industries Inc, Lowe's Inc, Element Solutions Inc, VEREIT Inc, Laboratory Corp of America Holdings during the 3-months ended 2018Q4, according to the most recent filings of the investment company, Glenview Capital Management. As of 2018Q4, Glenview Capital Management owns 50 stocks with a total value of $10.3 billion. These are the details of the buys and sells.

For the details of Larry Robbins's stock buys and sells, go to https://www.gurufocus.com/guru/larry+robbins/current-portfolio/portfolio

These are the top 5 holdings of Larry Robbins
  1. Shire PLC (SHPG) - 4,563,127 shares, 7.69% of the total portfolio. Shares added by 55.63%
  2. FMC Corp (FMC) - 8,912,854 shares, 6.38% of the total portfolio. Shares added by 4.53%
  3. IQVIA Holdings Inc (IQV) - 5,362,932 shares, 6.03% of the total portfolio. Shares added by 1.25%
  4. HCA Healthcare Inc (HCA) - 4,898,569 shares, 5.90% of the total portfolio. Shares added by 13.00%
  5. CVS Health Corp (CVS) - 8,489,991 shares, 5.39% of the total portfolio. Shares added by 28.35%
New Purchase: Baxter International Inc (BAX)

Glenview Capital Management initiated holding in Baxter International Inc. The purchase prices were between $61.45 and $77.3, with an estimated average price of $66.9. The stock is now traded at around $76.51. The impact to a portfolio due to this purchase was 0.56%. The holding were 877,001 shares as of .

New Purchase: Humana Inc (HUM)

Glenview Capital Management initiated holding in Humana Inc. The purchase prices were between $273.36 and $353.98, with an estimated average price of $315.97. The stock is now traded at around $279.82. The impact to a portfolio due to this purchase was 0.51%. The holding were 185,195 shares as of .

New Purchase: Livent Corp (LTHM)

Glenview Capital Management initiated holding in Livent Corp. The purchase prices were between $12.3 and $19.17, with an estimated average price of $16.28. The stock is now traded at around $12.09. The impact to a portfolio due to this purchase was 0.2%. The holding were 1,519,910 shares as of .

Added: Cigna Corp (CI)

Glenview Capital Management added to a holding in Cigna Corp by 177.24%. The purchase prices were between $178.01 and $224.84, with an estimated average price of $208.27. The stock is now traded at around $169.56. The impact to a portfolio due to this purchase was 3.2%. The holding were 2,718,586 shares as of .

Added: Shire PLC (SHPG)

Glenview Capital Management added to a holding in Shire PLC by 55.63%. The purchase prices were between $166.22 and $181.95, with an estimated average price of $174.76. The stock is now traded at around $179.20. The impact to a portfolio due to this purchase was 2.75%. The holding were 4,563,127 shares as of .

Added: DXC Technology Co (DXC)

Glenview Capital Management added to a holding in DXC Technology Co by 92.55%. The purchase prices were between $50.03 and $93.67, with an estimated average price of $68.13. The stock is now traded at around $65.32. The impact to a portfolio due to this purchase was 2.28%. The holding were 9,213,636 shares as of .

Added: Alphabet Inc (GOOGL)

Glenview Capital Management added to a holding in Alphabet Inc by 42.40%. The purchase prices were between $984.67 and $1211.53, with an estimated average price of $1076.53. The stock is now traded at around $1192.53. The impact to a portfolio due to this purchase was 1.34%. The holding were 446,051 shares as of .

Added: CVS Health Corp (CVS)

Glenview Capital Management added to a holding in CVS Health Corp by 28.35%. The purchase prices were between $62.92 and $80.8, with an estimated average price of $74.46. The stock is now traded at around $55.88. The impact to a portfolio due to this purchase was 1.19%. The holding were 8,489,991 shares as of .

Added: Bausch Health Companies Inc (BHC)

Glenview Capital Management added to a holding in Bausch Health Companies Inc by 86.72%. The purchase prices were between $17.64 and $28.32, with an estimated average price of $23.64. The stock is now traded at around $24.14. The impact to a portfolio due to this purchase was 0.55%. The holding were 6,590,308 shares as of .

Sold Out: Express Scripts Holding Co (ESRX)

Glenview Capital Management sold out a holding in Express Scripts Holding Co. The sale prices were between $91.99 and $101.47, with an estimated average price of $96.61.

Sold Out: Aetna Inc (AET)

Glenview Capital Management sold out a holding in Aetna Inc. The sale prices were between $195.13 and $212.7, with an estimated average price of $203.61.

Sold Out: Charter Communications Inc (CHTR)

Glenview Capital Management sold out a holding in Charter Communications Inc. The sale prices were between $273.52 and $330.33, with an estimated average price of $312.92.

Sold Out: Symantec Corp (SYMC)

Glenview Capital Management sold out a holding in Symantec Corp. The sale prices were between $17.68 and $23.32, with an estimated average price of $20.66.

Sold Out: Fortune Brands Home & Security Inc (FBHS)

Glenview Capital Management sold out a holding in Fortune Brands Home & Security Inc. The sale prices were between $35.96 and $53.26, with an estimated average price of $43.91.

Sold Out: Dollar Tree Inc (DLTR)

Glenview Capital Management sold out a holding in Dollar Tree Inc. The sale prices were between $79.51 and $90.32, with an estimated average price of $84.47.

Reduced: Allergan PLC (AGN)

Glenview Capital Management reduced to a holding in Allergan PLC by 87.92%. The sale prices were between $129.82 and $193.46, with an estimated average price of $162.67. The stock is now traded at around $149.80. The impact to a portfolio due to this sale was -1.77%. Glenview Capital Management still held 200,971 shares as of .

Reduced: FedEx Corp (FDX)

Glenview Capital Management reduced to a holding in FedEx Corp by 74.44%. The sale prices were between $152.7 and $240.94, with an estimated average price of $210.41. The stock is now traded at around $179.08. The impact to a portfolio due to this sale was -1.61%. Glenview Capital Management still held 360,551 shares as of .

Reduced: Thermo Fisher Scientific Inc (TMO)

Glenview Capital Management reduced to a holding in Thermo Fisher Scientific Inc by 46.75%. The sale prices were between $208.47 and $251.98, with an estimated average price of $234.12. The stock is now traded at around $261.43. The impact to a portfolio due to this sale was -1.6%. Glenview Capital Management still held 1,176,841 shares as of .

Reduced: Aramark (ARMK)

Glenview Capital Management reduced to a holding in Aramark by 63.81%. The sale prices were between $27.5 and $42.27, with an estimated average price of $35.76. The stock is now traded at around $29.86. The impact to a portfolio due to this sale was -1.45%. Glenview Capital Management still held 3,022,359 shares as of .

Reduced: Walgreens Boots Alliance Inc (WBA)

Glenview Capital Management reduced to a holding in Walgreens Boots Alliance Inc by 75.18%. The sale prices were between $65.26 and $85.69, with an estimated average price of $77.55. The stock is now traded at around $61.82. The impact to a portfolio due to this sale was -1.35%. Glenview Capital Management still held 961,747 shares as of .

Reduced: eBay Inc (EBAY)

Glenview Capital Management reduced to a holding in eBay Inc by 37.87%. The sale prices were between $26.14 and $33.28, with an estimated average price of $29.29. The stock is now traded at around $36.35. The impact to a portfolio due to this sale was -0.92%. Glenview Capital Management still held 7,192,991 shares as of .



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