SECTOR GAMMA AS Information

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

Report Date: 03/31/2015

Position Statistics

Total Positions 31
New Positions 1
Increased Positions 9
Decreased Positions 21
Positions with Activity 30
Sold Out Positions 5
Total Mkt Value (in $ millions) 384

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 3.35%
Healthcare 82.31%
Services 1.77%
Technology 12.58%
Transportation
Utilities

31 Positions as of 03/31/2015

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
BAXTER INTL INC COM 43,006 3,191 8.02 641,500
BOSTON SCIENTIFIC CORP COM 38,096 -10,344 (21.36) 2,117,600
LILLY ELI & CO COM 34,937 -6,142 (14.95) 466,447
STRYKER CORP COM 24,040 -77 (0.32) 248,883
PERKINELMER INC COM 22,467 -508 (2.21) 420,260
BRISTOL MYERS SQUIBB CO COM 18,872 -7,476 (28.38) 275,900
CARDINAL HEALTH INC COM 17,720 2,936 19.86 199,800
IRONWOOD PHARMACEUTICALS INC COM CL A 16,189 237 1.48 1,162,191
EDWARDS LIFESCIENCES CORP COM 14,415 -6,614 (31.45) 110,500
TENET HEALTHCARE CORP COM NEW 13,891 212 1.55 261,500
BIO RAD LABS INC CL A 13,305 -547 (3.95) 92,400
CIGNA CORPORATION COM 12,846 162 1.28 95,200
INTEGRA LIFESCIENCES HLDGS CP COM NEW 12,518 1,475 13.36 184,963
THORATEC CORP COM NEW 11,437 -6,555 (36.43) 249,500
TEVA PHARMACEUTICAL INDS LTD ADR 11,169 1,681 17.72 184,000
WELLCARE HEALTH PLANS INC COM 10,848 -349 (3.12) 130,545
VERTEX PHARMACEUTICALS INC COM 9,516 -3,578 (27.33) 74,463
MASIMO CORP COM 9,482 -610 (6.04) 264,423
LIFEPOINT HEALTH INC COM 9,146 -7,886 (46.3) 119,698
MEDICINES CO COM 9,025 1,746 23.99 326,650