SECTOR GAMMA AS Information

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

Report Date: 09/30/2014

Position Statistics

Total Positions 38
New Positions 6
Increased Positions 16
Decreased Positions 19
Positions with Activity 35
Sold Out Positions 5
Total Mkt Value (in $ millions) 487

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 1.05%
Healthcare 91%
Services 1.21%
Technology 6.75%
Transportation
Utilities

38 Positions as of 09/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
LILLY ELI & CO COM 54,034 -10,243 (15.94) 770,147
BAXTER INTL INC COM 38,104 -2,234 (5.54) 511,800
BOSTON SCIENTIFIC CORP COM 33,450 394 1.19 2,547,600
EDWARDS LIFESCIENCES CORP COM 31,027 -8,237 (20.98) 237,300
THORATEC CORP COM NEW 20,615 2,297 12.54 628,300
STRYKER CORP COM 20,178 20,178 New 210,183
CUBIST PHARMACEUTICALS INC COM 20,057 752 3.90 199,990
TEVA PHARMACEUTICAL INDS LTD ADR 19,445 343 1.79 340,600
QUEST DIAGNOSTICS INC COM 18,964 -272 (1.41) 279,128
BRISTOL MYERS SQUIBB CO COM 18,751 12,244 188.18 317,000
PERKINELMER INC COM 17,484 88 .51 397,460
IRONWOOD PHARMACEUTICALS INC COM CL A 16,585 -294 (1.74) 1,138,291
CARDINAL HEALTH INC COM 16,414 -574 (3.38) 200,000
LIFEPOINT HOSPITALS INC COM 14,848 New 199,700
WELLCARE HEALTH PLANS INC COM 14,343 14,343 New 173,145
RESMED INC COM 13,274 -1,033 (7.22) 231,300
PATTERSON COMPANIES INC COM 12,611 New 258,465
HOSPIRA INC COM 12,520 -2,116 (14.46) 200,000
TENET HEALTHCARE CORP COM NEW 12,035 -2,554 (17.51) 229,500
VOLCANO CORPORATION COM 9,998 9,998 New 557,000


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