PARTNER INVESTMENT MANAGEMENT, L.P. Information

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

Report Date: 09/30/2014

Position Statistics

Total Positions 75
New Positions 11
Increased Positions 20
Decreased Positions 55
Positions with Activity 75
Sold Out Positions 15
Total Mkt Value (in $ millions) 280

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

Sector Weighting

Basic Materials
Capital Goods 14.33%
Conglomerates 0.31%
Consumer Cyclical
Consumer/Non-Cyclical 0%
Energy 2.09%
Financial 2.84%
Healthcare 25.02%
Services 24.99%
Technology 23.44%
Transportation 5.84%
Utilities

75 Positions as of 09/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
HUMANA INC COM 689 -200 (22.55) 5,001
OREXIGEN THERAPEUTICS INC COM 617 -380 (38.08) 106,819
OMNICARE INC COM 576 -135 (18.97) 8,281
MEDICINES CO COM 525 58 12.41 20,342
TENET HEALTHCARE CORP COM NEW 437 -638 (59.32) 8,901
ALDER BIOPHARMACEUTICALS INC COM 397 -71 (15.18) 23,660
AGILENT TECHNOLOGIES INC COM 391 -7,063 (94.75) 9,158
ACADIA PHARMACEUTICALS COM 380 -1,432 (79.04) 12,865
RELYPSA INC COM 332 332 New 13,489
MOLINA HEALTHCARE INC COM 306 -503 (62.2) 6,061
HOLOGIC INC COM 295 295 New 11,109
CARDINAL HEALTH INC COM 279 279 New 3,443
BRUKER CORP COM 266 -181 (40.58) 13,957
VERSARTIS INC COM 229 -31 (11.97) 12,500
MERCK & CO INC NEW COM 203 203 New 3,418
AGIOS PHARMACEUTICALS INC COM 201 201 New 2,052
CENTENE CORP DEL COM 171 171 New 1,732
CELLADON CORP COM 163 -23 (12.19) 13,366
KEYSIGHT TECHNOLOGIES INC COM 150 -2,716 (94.75) 4,579
REVANCE THERAPEUTICS INC COM 148 (0.15) 8,906