SECTOR GAMMA AS
FILIPSTAD BRYGGE 2, OSLO, , 0125, (472) 301-2936
Report Date: 03/31/2013
Position Statistics:
| Total Positions | 41 |
| New Positions | 8 |
| Increased Positions | 21 |
| Decreased Positions | 19 |
| Positions with Activity | 40 |
| Sold Out Positions | 8 |
| Total Mkt Value (in $ millions) |
377 |
Sector Weighting
| Basic Materials | |
| Capital Goods | |
| Conglomerates | |
| Consumer Cyclical | |
| Consumer/Non-Cyclical | |
| Energy | |
| Financial | 2.12% |
| Healthcare | 90.65% |
| Services | 2.52% |
| Technology | 4.71% |
| Transportation | |
| Utilities |
Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.
41 Positions as of 03/31/2013
| Company | Class | Value of Shares ($1,000s) |
Change in Value ($1,000s) | Change (%) | Shares Held |
|---|---|---|---|---|---|
| BOSTON SCIENTIFIC CORP | COM | 37,574 | -7,456 | (16.56) | 4,102,000 |
| FOREST LABS INC | COM | 35,854 | 3,162 | 9.67 | 907,000 |
| JOHNSON & JOHNSON | COM | 35,538 | -1,962 | (5.23) | 407,500 |
| LILLY ELI & CO | COM | 25,203 | -12,727 | (33.55) | 460,407 |
| BAXTER INTL INC | COM | 20,130 | 433 | 2.20 | 279,000 |
| ILLUMINA INC | COM | 17,770 | 17,770 | New | 250,000 |
| CARDINAL HEALTH INC | COM | 17,736 | 4,057 | 29.66 | 376,000 |
| LIFE TECHNOLOGIES CORP | COM | 16,160 | -4,636 | (22.29) | 218,550 |
| ONYX PHARMACEUTICALS INC | COM | 13,691 | New | 142,315 | |
| CUBIST PHARMACEUTICALS INC | COM | 12,239 | 3,250 | 36.15 | 218,442 |
| TEVA PHARMACEUTICAL INDS LTD | ADR | 11,650 | 6,911 | 145.83 | 295,000 |
| SALIX PHARMACEUTICALS INC | COM | 10,888 | -1,194 | (9.88) | 182,401 |
| EXPRESS SCRIPTS HLDG CO | COM | 9,495 | 6,980 | 277.50 | 151,000 |
| BRISTOL MYERS SQUIBB CO | COM | 9,376 | -16,967 | (64.41) | 199,481 |
| MEDICINES CO | COM | 9,163 | 6,497 | 243.75 | 275,000 |
| HUMANA INC | COM | 7,984 | 5,589 | 233.33 | 100,000 |
| RESMED INC | COM | 7,848 | -3,566 | (31.25) | 156,900 |
| MASIMO CORP | COM | 7,589 | 7,589 | New | 347,491 |
| AUXILIUM PHARMACEUTICALS INC | COM | 7,284 | 1,116 | 18.08 | 477,324 |
| MERCK & CO INC NEW | COM | 6,371 | -947 | (12.94) | 134,600 |
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