Dreman Value Management’s Top Healthcare Stocks: LPNT, TFX, PFE, STE, UNH, ALR

Wall St. Watchdog reveals information regarding Dreman Value Management’s top holdings in the Healthcare sector for the quarter ending September 30th, 2011. The firm held 25 stocks in the Healthcare sector at the end of the quarter with an aggregate market value of $376.602 million.

  • Lifepoint Hospitals Inc. (NASDAQ:LPNT): On 06/30/2011, Dreman Value Management reported holding 1,055,816 shares with a market value of $41,261,291. This comprised 0.8% of the total portfolio. On 09/30/2011, Dreman Value Management reported holding 1,097,781 shares with a market value of $40,222,695. This comprised 1.01% of the total portfolio. The net change in shares for this position over the two quarters is 41,965. About Company: LifePoint Hospitals, Inc. provides health care services through its hospitals. The Company’s facilities are primarily located in non-urban areas where its hospital is the only one in the community. LifePoint’s hospitals are currently located in Alabama, Florida, Georgia, Kansas, Tennessee, Kentucky, Louisiana, Utah, and Wyoming.
  • Teleflex Incorporated (NYSE:TFX): On 06/30/2011, Dreman Value Management reported holding 677,151 shares with a market value of $41,346,841. This comprised 0.8% of the total portfolio. On 09/30/2011, Dreman Value Management reported holding 701,564 shares with a market value of $37,723,097. This comprised 0.94% of the total portfolio. The net change in shares for this position over the two quarters is 24,413. About Company: Teleflex Incorporated is a global provider of medical technology products. The Company primarily develops, manufactures and supplies single-use medical devices used by hospitals and healthcare providers for common diagnostic and therapeutic procedures in critical care and surgical applications.
  • Charles River Laboratories International Inc. (NYSE:CRL): On 06/30/2011, Dreman Value Management reported holding 1,075,002 shares with a market value of $43,698,833. This comprised 0.84% of the total portfolio. On 09/30/2011, Dreman Value Management reported holding 1,114,838 shares with a market value of $31,906,664. This comprised 0.8% of the total portfolio. The net change in shares for this position over the two quarters is 39,836. 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.
  • Pfizer Inc. (NYSE:PFE): On 06/30/2011, Dreman Value Management reported holding 1,800,838 shares with a market value of $37,097,263. This comprised 0.72% of the total portfolio. On 09/30/2011, Dreman Value Management reported holding 1,610,934 shares with a market value of $28,481,314. This comprised 0.71% of the total portfolio. The net change in shares for this position over the two quarters is -189,904. About Company: Pfizer Inc. is a research-based, global pharmaceutical company that discovers, develops, manufactures, and markets medicines for humans and animals. The Company’s products include prescription pharmaceuticals, non-prescription self-medications, and animal health products such as anti-infective medicines and vaccines.
  • Steris Corp. (NYSE:STE): On 06/30/2011, Dreman Value Management reported holding 1,010,536 shares with a market value of $35,348,549. This comprised 0.68% of the total portfolio. On 09/30/2011, Dreman Value Management reported holding 941,184 shares with a market value of $27,548,456. This comprised 0.69% of the total portfolio. The net change in shares for this position over the two quarters is -69,352. About Company: STERIS Corporation provides sterilization, microbial reduction, and materials modification services to customers throughout the world. The Company’s customers include the medical device, pharmaceutical, biotechnology, food safety, and industrial markets. STERIS also markets a line of cleaning, decontamination, and sterilization systems, products, and technologies.
  • Healthspring Inc. (NYSE:HS): On 06/30/2011, Dreman Value Management reported holding 1,015,901 shares with a market value of $46,843,196. This comprised 0.91% of the total portfolio. On 09/30/2011, Dreman Value Management reported holding 752,515 shares with a market value of $27,436,696. This comprised 0.69% of the total portfolio. The net change in shares for this position over the two quarters is -263,386. About Company: Healthspring, Inc. is a health maintenance organization. The Company serves Medicare recipients with a comprehensive network of hospitals and physicians.
  • Mednax Inc. (NYSE:MD): On 06/30/2011, Dreman Value Management reported holding 534,846 shares with a market value of $38,610,534. This comprised 0.75% of the total portfolio. On 09/30/2011, Dreman Value Management reported holding 425,379 shares with a market value of $26,645,740. This comprised 0.67% of the total portfolio. The net change in shares for this position over the two quarters is -109,467. About Company: MEDNAX, Inc., through a subsidiary, provides physician management services to hospital-based neonatal, maternal – fetal, pediatric cardiology, and pediatric intensive care specialties. The Company also manages anesthesia practices.
  • Unitedhealth Group Inc. (NYSE:UNH): On 06/30/2011, Dreman Value Management reported holding 576,929 shares with a market value of $29,757,999. This comprised 0.58% of the total portfolio. On 09/30/2011, Dreman Value Management reported holding 569,435 shares with a market value of $26,262,342. This comprised 0.66% of the total portfolio. The net change in shares for this position over the two quarters is -7,494. About Company: UnitedHealth Group Incorporated owns and manages organized health systems in the United States and internationally. The Company provides employers products and resources to plan and administer employee benefit programs. UnitedHealth also serves the health needs of older Americans, provides specialized care services, and provides health care information and research to providers and payers.
  • Alere Inc. (NYSE:ALR): On 06/30/2011, Dreman Value Management reported holding 1,144,208 shares with a market value of $41,900,896. This comprised 0.81% of the total portfolio. On 09/30/2011, Dreman Value Management reported holding 1,083,255 shares with a market value of $21,285,960. This comprised 0.53% of the total portfolio. The net change in shares for this position over the two quarters is -60,953. About Company: Alere, Inc. offers patient diagnosis, monitoring and health management services. The Company produces consumer and professional medical diagnostic products, and remotely monitors patients for pre-eclampsia, and patients who are prescribed Warfarin for atrial fibrillation.
  • Astrazeneca Plc (NYSE:AZN): On 06/30/2011, Dreman Value Management reported holding 464,211 shares with a market value of $23,243,045. This comprised 0.45% of the total portfolio. On 09/30/2011, Dreman Value Management reported holding 452,978 shares with a market value of $20,094,104. This comprised 0.5% of the total portfolio. The net change in shares for this position over the two quarters is -11,233. About Company: AstraZeneca PLC is a holding company. Through its subsidiaries, the Group researches, manufactures and sells pharmaceutical and medical products. The Group focuses its operations on seven therapeutic areas: Gastrointestinal, Oncology, Cardiovascular, Respiratory, Central Nervous System, Pain Control, Anaesthesia and Infection.

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

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