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) 508

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

Sector Weighting

Basic Materials
Capital Goods 11.23%
Conglomerates 0.3%
Consumer Cyclical
Consumer/Non-Cyclical 1.75%
Energy 1.39%
Financial 3.5%
Healthcare 30.07%
Services 29.71%
Technology 17.55%
Transportation 4.12%
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 24,505 -8,844 (26.52) 342,820
ACTAVIS PLC SHS 17,758 -6,138 (25.69) 74,901
WALGREEN CO COM 15,329 -2,388 (13.48) 240,533
GILEAD SCIENCES INC COM 10,265 -7,721 (42.93) 98,851
MCGRAW HILL FINL INC COM 7,976 -3,920 (32.95) 92,556
HALLIBURTON CO COM 7,042 -11,454 (61.93) 106,309
SCHWAB CHARLES CORP NEW COM 6,684 -10,603 (61.33) 221,330
SERVICENOW INC COM 5,392 -2,436 (31.12) 88,372
GOOGLE INC CL A 4,968 -13,059 (72.44) 8,374
CBS CORP (CLASS B) CL B 4,921 -2,697 (35.4) 86,579
TEREX CORP NEW COM 3,748 -1,872 (33.31) 113,751
GOOGLE INC CL C 2,341 -15,428 (86.83) 4,003
HEALTH NET INC COM 1,460 -5,162 (77.96) 31,215
TENET HEALTHCARE CORP COM NEW 1,363 -1,481 (52.06) 21,878
KYTHERA BIOPHARMACEUTICALS INC COM 1,329 -118 (8.19) 36,173
ANACOR PHARMACEUTICALS INC COM 998 -12 (1.23) 39,929
OREXIGEN THERAPEUTICS INC COM 856 -657 (43.41) 172,518
HUMANA INC COM 856 -1,145 (57.24) 6,457
THERMO FISHER SCIENTIFIC INC COM 836 -6,152 (88.03) 6,765
CLOVIS ONCOLOGY INC COM 769 -3,029 (79.75) 16,714