SECTOR GAMMA AS Information

FILIPSTAD BRYGGE 2, OSLO, , 0125, (472) 301-2936

Report Date: 12/31/2014

Position Statistics

Total Positions 33
New Positions 3
Increased Positions 19
Decreased Positions 13
Positions with Activity 32
Sold Out Positions 3
Total Mkt Value (in $ millions) 500

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

Sector Weighting

Basic Materials
Capital Goods
Conglomerates
Consumer Cyclical
Consumer/Non-Cyclical
Energy
Financial 2.42%
Healthcare 86.62%
Services 1.99%
Technology 8.96%
Transportation
Utilities

33 Positions as of 12/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
BOSTON SCIENTIFIC CORP COM 48,009 2,585 5.69 2,692,600
BAXTER INTL INC COM 40,712 5,628 16.04 593,900
LILLY ELI & CO COM 40,355 -16,313 (28.79) 548,447
BRISTOL MYERS SQUIBB CO COM 25,138 4,451 21.51 385,200
HOSPIRA INC COM 24,984 7,408 42.15 284,300
EDWARDS LIFESCIENCES CORP COM 23,161 -10,934 (32.07) 161,200
STRYKER CORP COM 23,111 3,656 18.79 249,683
PERKINELMER INC COM 21,956 1,650 8.13 429,760
IRONWOOD PHARMACEUTICALS INC COM CL A 17,945 108 .61 1,145,191
QUEST DIAGNOSTICS INC COM 17,883 -3,392 (15.94) 234,628
LIFEPOINT HOSPITALS INC COM 16,429 1,710 11.62 222,900
THORATEC CORP COM NEW 16,093 -9,668 (37.53) 392,500
MYLAN N V SHS EURO 15,814 15,814 New 256,600
CARDINAL HEALTH INC COM 15,018 -3,000 (16.65) 166,700
BIO RAD LABS INC CL A 12,982 2,578 24.77 96,200
TENET HEALTHCARE CORP COM NEW 12,862 1,399 12.20 257,500
AMERISOURCEBERGEN CORP COM 12,734 1,641 14.80 112,500
VERTEX PHARMACEUTICALS INC COM 12,330 3,370 37.60 102,463
WELLCARE HEALTH PLANS INC COM 12,294 -3,504 (22.18) 134,745
CIGNA CORPORATION COM 12,124 5,804 91.84 94,000