Bridger’s $456 Million Healthcare Sector Q3 Portfolio: CFN, HCA, AGN, ONXX, CRL, VRUS, WMGI, IRWD, ACOR

Wall St. Watchdog reveals information regarding Bridger Management’s top holdings in the Healthcare sector for the quarter ending September 30th, 2011. The firm held 21 stocks in the Healthcare sector at the end of the quarter with an aggregate market value of $456.802 million.

  • Carefusion Corporation (NYSE:CFN): On 06/30/2011, Bridger Management reported holding 3,729,474 shares with a market value of $101,329,809. This comprised 6.89% of the total portfolio. On 09/30/2011, Bridger Management reported holding 4,600,000 shares with a market value of $110,170,004. This comprised 8.21% of the total portfolio. The net change in shares for this position over the two quarters is 870,526. About Company: CareFusion Corporation provides health care products and services. The Company offers products that focus on breaking the cycle of harmful medication errors and reducing hospital acquired infections. CareFusion’s products include IV pumps, automated dispensing and patient identification systems, electronic infection surveillance service, and ventilation and respiratory products.
  • Hca Hldgs Inc Com (NYSE:HCA): On 06/30/2011, Bridger Management reported holding 2,112,406 shares with a market value of $69,709,398. This comprised 4.74% of the total portfolio. On 09/30/2011, Bridger Management reported holding 2,500,000 shares with a market value of $50,400,000. This comprised 3.75% of the total portfolio. The net change in shares for this position over the two quarters is 387,594. About Company: HCA Holdings, Inc. operates hospitals. The Company operates acute care hospitals, outpatient facilities, clinics and other patient care delivery settings. HCA operates hospitals in the United States and the United Kingdom.
  • Bristol-myers Squibb Company (NYSE:BMY): On 06/30/2011, Bridger Management reported holding 0 shares. On 09/30/2011, Bridger Management reported holding 1,340,000 shares with a market value of $42,049,199. This comprised 3.13% of the total portfolio. The net change in shares for this position over the two quarters is 1,340,000. About Company: Bristol-Myers Squibb Company is a global biopharmaceutical company that discovers, develops, manufactures and sells pharmaceutical and nutritional products. The Company’s products and experimental therapies address cancer, heart disease, HIV/AIDS, diabetes, rheumatoid arthritis, hepatitis, organ transplant rejection and psychiatric disorders.
  • Allergan Inc. (NYSE:AGN): On 06/30/2011, Bridger Management reported holding 365,000 shares with a market value of $30,386,250. This comprised 2.07% of the total portfolio. On 09/30/2011, Bridger Management reported holding 455,800 shares with a market value of $37,548,803. This comprised 2.8% of the total portfolio. The net change in shares for this position over the two quarters is 90,800. About Company: Allergan, Inc. is a multi-specialty health care company that discovers, develops and commercializes pharmaceuticals, biologics and medical devices. The Company develops products for the ophthalmic, neurological, medical aesthetics, medical dermatology, breast aesthetics, obesity intervention, urological and other specialty markets in countries around the world.
  • Onyx Pharmaceuticals Inc. (NASDAQ:ONXX): On 06/30/2011, Bridger Management reported holding 1,100,000 shares with a market value of $38,829,999. This comprised 2.64% of the total portfolio. On 09/30/2011, Bridger Management reported holding 1,075,000 shares with a market value of $32,260,750. This comprised 2.4% of the total portfolio. The net change in shares for this position over the two quarters is -25,000. About Company: Onyx Pharmaceuticals, Inc. discovers and develops novel therapeutics based upon the genetics of human disease, with an emphasis on cancer. The Company focuses on defining the function of certain mutated genes which are known to cause cancer, and on developing therapies to reverse the effects of the mutation or to kill the cancer cell.
  • Charles River Laboratories International Inc. (NYSE:CRL): On 06/30/2011, Bridger Management reported holding 0 shares. On 09/30/2011, Bridger Management reported holding 969,850 shares with a market value of $27,757,108. This comprised 2.07% of the total portfolio. The net change in shares for this position over the two quarters is 969,850. About Company: Charles River Laboratories International, Inc. provides research tools and support services that enable drug discovery and development. The Company provides the animal research models required in research and development for new drugs, devices, and therapies. Charles River’s customers include pharmaceutical and biotechnology companies, hospitals, and academic institutions.
  • Pharmasset Inc. (NASDAQ:VRUS): On 06/30/2011, Bridger Management reported holding 0 shares. On 09/30/2011, Bridger Management reported holding 290,000 shares with a market value of $23,887,301. This comprised 1.78% of the total portfolio. The net change in shares for this position over the two quarters is 290,000. About Company: Pharmasset, Inc. is a pharmaceutical company. The Company develops oral therapeutics for the human immunodeficiency virus (HIV), hepatitis B (HBV), and hepatitis C (HCV).
  • Wright Medical Group Inc. (NASDAQ:WMGI): On 06/30/2011, Bridger Management reported holding 0 shares. On 09/30/2011, Bridger Management reported holding 1,225,000 shares with a market value of $21,902,999. This comprised 1.63% of the total portfolio. The net change in shares for this position over the two quarters is 1,225,000. About Company: Wright Medical Group, Inc., an orthopedic device company, specializes in the design, manufacture, and marketing of reconstructive joint devices and bio-orthopedic materials. The Company’s joint devices are used to replace knee, hip, and other joints that have deteriorated through disease or injury.
  • Ironwood Pharmaceuticals Inc. (NASDAQ:IRWD): On 06/30/2011, Bridger Management reported holding 2,500,000 shares with a market value of $39,300,001. This comprised 2.67% of the total portfolio. On 09/30/2011, Bridger Management reported holding 1,879,375 shares with a market value of $20,297,250. This comprised 1.51% of the total portfolio. The net change in shares for this position over the two quarters is -620,625. About Company: Ironwood Pharmaceuticals, Inc. is a pharmaceutical company. The Company discovers, develops, manufactures, and commercializes marketed drugs. Ironwood products used in treatments of cholesterol, gastrointestinal and cardiovascular diseases, pain, inflammation, and others.
  • Acorda Therapeutics Inc. (NASDAQ:ACOR): On 06/30/2011, Bridger Management reported holding 0 shares. On 09/30/2011, Bridger Management reported holding 850,000 shares with a market value of $16,965,999. This comprised 1.26% of the total portfolio. The net change in shares for this position over the two quarters is 850,000. About Company: Acorda Therapeutics Inc. is a biotechnology company that is developing therapies for spinal cord injury and related neurological conditions, including multiple sclerosis. Additionally, Acorda is developing multiple approaches to regeneration and repair of the spinal cord and brain.

(Note: Data regarding Bridger Management’s stock holdings are sourced from whalewisdom.com. All data are assumed to be accurate.)

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