Bellevue Group AG Buys Glaukos Corp, Arvinas Inc, Becton, Dickinson and Co, Sells Celgene Corp, Gilead Sciences Inc, Teladoc Health Inc

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Nov 15, 2019
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Investment company Bellevue Group AG (Current Portfolio) buys Glaukos Corp, Arvinas Inc, Becton, Dickinson and Co, Pacific Biosciences of California Inc, Insmed Inc, sells Celgene Corp, Gilead Sciences Inc, Teladoc Health Inc, Avedro Inc, Quidel Corp during the 3-months ended 2019Q3, according to the most recent filings of the investment company, Bellevue Group AG. As of 2019Q3, Bellevue Group AG owns 209 stocks with a total value of $5.4 billion. These are the details of the buys and sells.

For the details of Bellevue Group AG's stock buys and sells, go to https://www.gurufocus.com/guru/bellevue+group+ag/current-portfolio/portfolio

These are the top 5 holdings of Bellevue Group AG
  1. Ionis Pharmaceuticals Inc (IONS) - 8,321,914 shares, 9.28% of the total portfolio. Shares added by 4.58%
  2. Neurocrine Biosciences Inc (NBIX) - 3,298,474 shares, 5.53% of the total portfolio. Shares reduced by 6.99%
  3. Incyte Corp (INCY) - 3,696,200 shares, 5.11% of the total portfolio. Shares reduced by 0.04%
  4. Vertex Pharmaceuticals Inc (VRTX) - 1,429,139 shares, 4.51% of the total portfolio. Shares added by 0.61%
  5. Sage Therapeutics Inc (SAGE) - 1,303,504 shares, 3.41% of the total portfolio. Shares reduced by 1.35%
New Purchase: Arvinas Inc (ARVN)

Bellevue Group AG initiated holding in Arvinas Inc. The purchase prices were between $21.55 and $27.61, with an estimated average price of $24.57. The stock is now traded at around $30.04. The impact to a portfolio due to this purchase was 0.32%. The holding were 806,403 shares as of .

New Purchase: Pacific Biosciences of California Inc (PACB)

Bellevue Group AG initiated holding in Pacific Biosciences of California Inc. The purchase prices were between $4.99 and $6.16, with an estimated average price of $5.6. The stock is now traded at around $4.72. The impact to a portfolio due to this purchase was 0.23%. The holding were 2,373,787 shares as of .

New Purchase: Mylan NV (MYL)

Bellevue Group AG initiated holding in Mylan NV. The purchase prices were between $17.61 and $22.53, with an estimated average price of $19.61. The stock is now traded at around $17.26. The impact to a portfolio due to this purchase was 0.11%. The holding were 293,200 shares as of .

New Purchase: 10x Genomics Inc (TXG)

Bellevue Group AG initiated holding in 10x Genomics Inc. The purchase prices were between $49.99 and $62, with an estimated average price of $55.34. The stock is now traded at around $63.50. The impact to a portfolio due to this purchase was 0.09%. The holding were 100,000 shares as of .

New Purchase: SmileDirectClub Inc (SDC)

Bellevue Group AG initiated holding in SmileDirectClub Inc. The purchase prices were between $12.94 and $19.48, with an estimated average price of $16.68. The stock is now traded at around $8.89. The impact to a portfolio due to this purchase was 0.09%. The holding were 350,000 shares as of .

New Purchase: Health Catalyst Inc (HCAT)

Bellevue Group AG initiated holding in Health Catalyst Inc. The purchase prices were between $30.31 and $48.63, with an estimated average price of $39.37. The stock is now traded at around $33.74. The impact to a portfolio due to this purchase was 0.09%. The holding were 160,216 shares as of .

Added: Glaukos Corp (GKOS)

Bellevue Group AG added to a holding in Glaukos Corp by 275.02%. The purchase prices were between $58.58 and $83.91, with an estimated average price of $70.45. The stock is now traded at around $62.70. The impact to a portfolio due to this purchase was 0.34%. The holding were 402,148 shares as of .

Added: Becton, Dickinson and Co (BDX)

Bellevue Group AG added to a holding in Becton, Dickinson and Co by 34.16%. The purchase prices were between $236.34 and $262.48, with an estimated average price of $253.08. The stock is now traded at around $248.80. The impact to a portfolio due to this purchase was 0.24%. The holding were 200,827 shares as of .

Added: Insmed Inc (INSM)

Bellevue Group AG added to a holding in Insmed Inc by 92.03%. The purchase prices were between $15.49 and $25.78, with an estimated average price of $19.36. The stock is now traded at around $19.21. The impact to a portfolio due to this purchase was 0.19%. The holding were 1,191,480 shares as of .

Added: UnitedHealth Group Inc (UNH)

Bellevue Group AG added to a holding in UnitedHealth Group Inc by 22.80%. The purchase prices were between $215.26 and $266.65, with an estimated average price of $241.24. The stock is now traded at around $255.83. The impact to a portfolio due to this purchase was 0.18%. The holding were 238,712 shares as of .

Added: Nektar Therapeutics Inc (NKTR)

Bellevue Group AG added to a holding in Nektar Therapeutics Inc by 20.52%. The purchase prices were between $16.91 and $36.27, with an estimated average price of $24.52. The stock is now traded at around $19.43. The impact to a portfolio due to this purchase was 0.18%. The holding were 3,172,886 shares as of .

Added: Teleflex Inc (TFX)

Bellevue Group AG added to a holding in Teleflex Inc by 60.78%. The purchase prices were between $329.13 and $371.65, with an estimated average price of $348.57. The stock is now traded at around $342.38. The impact to a portfolio due to this purchase was 0.14%. The holding were 59,114 shares as of .

Sold Out: Avedro Inc (AVDR)

Bellevue Group AG sold out a holding in Avedro Inc. The sale prices were between $16.31 and $26.86, with an estimated average price of $21.72.

Sold Out: bluebird bio Inc (BLUE)

Bellevue Group AG sold out a holding in bluebird bio Inc. The sale prices were between $91.82 and $143.74, with an estimated average price of $117.86.

Sold Out: Castlight Health Inc (CSLT)

Bellevue Group AG sold out a holding in Castlight Health Inc. The sale prices were between $1.38 and $3.23, with an estimated average price of $2.

Sold Out: Amicus Therapeutics Inc (FOLD)

Bellevue Group AG sold out a holding in Amicus Therapeutics Inc. The sale prices were between $8.02 and $13.25, with an estimated average price of $10.87.

Sold Out: AnaptysBio Inc (ANAB)

Bellevue Group AG sold out a holding in AnaptysBio Inc. The sale prices were between $34.99 and $56.19, with an estimated average price of $47.59.

Sold Out: WellCare Health Plans Inc (WCG)

Bellevue Group AG sold out a holding in WellCare Health Plans Inc. The sale prices were between $259.17 and $293.48, with an estimated average price of $275.99.



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