PARTNER INVESTMENT MANAGEMENT, L.P. Information

FOUR EMBARCADERO CENTER, SAN FRANCISCO, California, 94111, (415) 281-1022

Report Date: 06/30/2014

Position Statistics

Total Positions 88
New Positions 18
Increased Positions 37
Decreased Positions 50
Positions with Activity 87
Sold Out Positions 25
Total Mkt Value (in $ millions) 499

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

Sector Weighting

Basic Materials
Capital Goods 11.12%
Conglomerates 0.27%
Consumer Cyclical
Consumer/Non-Cyclical 1.79%
Energy 1.37%
Financial 3.49%
Healthcare 31.05%
Services 28.4%
Technology 18.04%
Transportation 4.1%
Utilities

50 DECREASED Positions as of 06/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
HCA HOLDINGS INC COM 24,176 -8,725 (26.52) 342,820
ACTAVIS PLC SHS 18,072 -6,247 (25.69) 74,901
WALGREEN CO COM 14,256 -2,221 (13.48) 240,533
GILEAD SCIENCES INC COM 10,523 -7,915 (42.93) 98,851
MCGRAW HILL FINL INC COM 7,816 -3,841 (32.95) 92,556
HALLIBURTON CO COM 6,858 -11,155 (61.93) 106,309
SCHWAB CHARLES CORP NEW COM 6,505 -10,318 (61.33) 221,330
SERVICENOW INC COM 5,195 -2,347 (31.12) 88,372
GOOGLE INC CL A 4,927 -12,952 (72.44) 8,374
CBS CORP (CLASS B) CL B 4,632 -2,538 (35.4) 86,579
TEREX CORP NEW COM 3,614 -1,805 (33.31) 113,751
GOOGLE INC CL C 2,311 -15,232 (86.83) 4,003
HEALTH NET INC COM 1,439 -5,090 (77.96) 31,215
TENET HEALTHCARE CORP COM NEW 1,299 -1,411 (52.06) 21,878
KYTHERA BIOPHARMACEUTICALS INC COM 1,185 -106 (8.19) 36,173
ANACOR PHARMACEUTICALS INC COM 977 -12 (1.23) 39,929
HUMANA INC COM 841 -1,126 (57.24) 6,457
THERMO FISHER SCIENTIFIC INC COM 823 -6,057 (88.03) 6,765
CLOVIS ONCOLOGY INC COM 758 -2,986 (79.75) 16,714
OREXIGEN THERAPEUTICS INC COM 735 -564 (43.41) 172,518