HealthCor Management’s 13F For Q2 2012 is Here

Posted on August 14th, 2012 by whalewisdom

Hedge fund HealthCor management L.P., run by Joseph Patrick Healey,has filed their June 30th, 2012 13f filing.

Summary for 06/30/2012 13F Filing

Market Value:	$2,076,101,112
Prior Market Value:	$2,546,246,610
New Purchases:	11 stocks
Additional Purchases:	11 stocks
Sold out of:	24 stocks
Reduced holdings in:	11 stocks
Concentration % of Top 10 Holdings:	47.17%

13F Holdings Summary

**Top** 13F Holdings on 06/30/2012
Stock	% of Portfolio
Johnson & Johnson	11.55%
Universal Health Services Inc.	7.95%
Allscripts Healthcare Solutions, Inc.	6.71%
Vertex Pharmaceuticals Incorporated	6.2%
Salix Pharmaceuticals Ltd.	4.79%
Magellan Health Services Inc.	4.69%
Nektar Therapeutics	4.2%
PerkinElmer Inc.	4.1%
Express Scripts Inc.	3.86%
Quest Diagnostics Inc.	3.79%

Major **new** positions on 06/30/2012
Stock	% of Portfolio
Athenahealth, Inc. (PUT)	4.29%
Edwards Lifesciences Corp.	2.49%
CR Bard Inc.	2.0%
Centene Corp.	1.97%
Humana Inc. (CALL)	1.87%

Major positions **closed** on 06/30/2012
Stock	Prior % of Portfolio
St. Jude Medical Inc.	6.09%
SPDR S&P 500 (PUT)	5.53%
Zimmer Holdings, Inc.	4.42%
Thermo Fisher Scientific, Inc.	3.99%
Gen-Probe Inc.	3.91%

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