Hot Quarterly Hedge Fund Activity: $1.89B Invested in These Healthcare Stocks

Wall St. Watchdog reveals information regarding Columbia Wanger Asset Management’s top holdings in the Healthcare sector for the quarter ending September 30th, 2011. The firm held 30 stocks in the Healthcare sector at the end of the quarter with an aggregate market value of $1.897 billion.

  • Alexion Pharmaceuticals Inc. (NASDAQ:ALXN): On 06/30/2011, Columbia Wanger Asset Management reported holding 6,302,337 shares with a market value of $296,398,901. This comprised 1.23% of the total portfolio. On 09/30/2011, Columbia Wanger Asset Management reported holding 6,284,308 shares with a market value of $402,572,755. This comprised 2.17% of the total portfolio. The net change in shares for this position over the two quarters is -18,029. About Company: Alexion Pharmaceuticals, Inc., a biopharmaceutical company, researches and develops proprietary immunoregulatory compounds for the treatment of autoimmune and cardiovascular diseases. The Company develops C5 complement inhibitors and Apogens which are two classes of potential therapeutic compounds designed to selectively target specific disease-causing segments of the immune system.
  • Mettler-toledo International Inc. (NYSE:MTD): On 06/30/2011, Columbia Wanger Asset Management reported holding 2,240,150 shares with a market value of $377,846,096. This comprised 1.56% of the total portfolio. On 09/30/2011, Columbia Wanger Asset Management reported holding 2,219,750 shares with a market value of $310,676,225. This comprised 1.67% of the total portfolio. The net change in shares for this position over the two quarters is -20,400. About Company: Mettler-Toledo International Inc. manufactures and markets weighing instruments for use in laboratory, industrial, and food retailing applications. The Company also supplies several related analytical and measurement technologies. Mettler-Toledo provides its services to customers worldwide.
  • Biomarin Pharmaceutical Inc. (NASDAQ:BMRN): On 06/30/2011, Columbia Wanger Asset Management reported holding 7,076,772 shares with a market value of $192,558,960. This comprised 0.8% of the total portfolio. On 09/30/2011, Columbia Wanger Asset Management reported holding 7,070,771 shares with a market value of $225,345,478. This comprised 1.21% of the total portfolio. The net change in shares for this position over the two quarters is -6,001. About Company: BioMarin Pharmaceutical Inc. develops and commercializes therapeutic enzyme products. The Company has applied its proprietary enzyme technology to develop products for lysosomal storage diseases and for the treatment of serious burns. BioMarin’s subsidiary provides analytical and diagnostic products and services in the area of carbohydrate biology.
  • Seattle Genetics Inc. (NASDAQ:SGEN): On 06/30/2011, Columbia Wanger Asset Management reported holding 5,519,682 shares with a market value of $113,263,877. This comprised 0.47% of the total portfolio. On 09/30/2011, Columbia Wanger Asset Management reported holding 5,544,500 shares with a market value of $105,567,285. This comprised 0.57% of the total portfolio. The net change in shares for this position over the two quarters is 24,818. About Company: Seattle Genetics, Inc. discovers and develops monoclonal antibody-based drugs to treat cancer and related diseases. The Company’s technologies increase the potency and efficacy of monoclonal antibodies with specificity for cancer.
  • Sirona Dental Systems Inc. (NASDAQ:SIRO): On 06/30/2011, Columbia Wanger Asset Management reported holding 2,332,000 shares with a market value of $123,829,196. This comprised 0.51% of the total portfolio. On 09/30/2011, Columbia Wanger Asset Management reported holding 2,435,000 shares with a market value of $103,268,350. This comprised 0.56% of the total portfolio. The net change in shares for this position over the two quarters is 103,000. About Company: Sirona Dental Systems, Inc. develops, manufactures, and markets a complete line of dental equipment. The Company’s products include CAD/CAM restoration equipment (CEREC), digital and film-based intra-oral, panoramic and cephalometric X-ray imaging systems, dental treatment centers and handpieces.
  • Akorn Inc. (NASDAQ:AKRX): On 06/30/2011, Columbia Wanger Asset Management reported holding 8,488,000 shares with a market value of $59,416,000. This comprised 0.25% of the total portfolio. On 09/30/2011, Columbia Wanger Asset Management reported holding 9,775,000 shares with a market value of $76,245,002. This comprised 0.41% of the total portfolio. The net change in shares for this position over the two quarters is 1,287,000. About Company: Akorn, Inc. develops, manufactures, and markets ophthalmic and injectable pharmaceutical products. The Company sells various diagnostic and therapeutic pharmaceutical products focused primarily on ophthalmology, anesthesia, antidotes, and rheumatology. Akorn also markets ophthalmic surgical instruments and other supplies, and provides contract manufacturing for third parties.
  • Nps Pharmaceuticals Inc. (NASDAQ:NPSP): On 06/30/2011, Columbia Wanger Asset Management reported holding 8,885,000 shares with a market value of $83,963,248. This comprised 0.35% of the total portfolio. On 09/30/2011, Columbia Wanger Asset Management reported holding 9,120,000 shares with a market value of $59,371,202. This comprised 0.32% of the total portfolio. The net change in shares for this position over the two quarters is 235,000. About Company: NPS Pharmaceuticals, Inc. is a biopharmaceutical company focused on the development of treatment options for patients with rare gastrointestinal and endocrine disorders and serious unmet medical needs.
  • Intermune Inc. (NASDAQ:ITMN): On 06/30/2011, Columbia Wanger Asset Management reported holding 2,745,000 shares with a market value of $98,408,246. This comprised 0.41% of the total portfolio. On 09/30/2011, Columbia Wanger Asset Management reported holding 2,745,000 shares with a market value of $55,449,002. This comprised 0.3% of the total portfolio. The net change in shares for this position over the two quarters is 0. About Company: InterMune, Inc. is a biopharmaceutical company. The Company develops therapies for hepatology and pulmonology, including treatments for severe, malignant osteopetrosis and chronic granulomatous disease
  • Auxilium Pharmaceuticals Inc. (NASDAQ:AUXL): On 06/30/2011, Columbia Wanger Asset Management reported holding 3,237,500 shares with a market value of $63,455,001. This comprised 0.26% of the total portfolio. On 09/30/2011, Columbia Wanger Asset Management reported holding 3,316,500 shares with a market value of $49,714,334. This comprised 0.27% of the total portfolio. The net change in shares for this position over the two quarters is 79,000. About Company: Auxilium Pharmaceuticals Inc. is a biopharmaceutical company . The Company develops and markets therapeutics to urologists, endocrinologists, orthopedists and select primary care physicians.
  • Onyx Pharmaceuticals Inc. (NASDAQ:ONXX): On 06/30/2011, Columbia Wanger Asset Management reported holding 2,029,300 shares with a market value of $71,634,288. This comprised 0.3% of the total portfolio. On 09/30/2011, Columbia Wanger Asset Management reported holding 1,643,800 shares with a market value of $49,330,438. This comprised 0.27% of the total portfolio. The net change in shares for this position over the two quarters is -385,500. 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.

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

Advantage: Check out our interactive stock charts, fundamentals, Twitter stream, and more >>

Improve Your 2011 Financial Health: Join the winning team of stock pickers with Wall St. Cheat Sheet’s acclaimed premium newsletter>>

More from The Cheat Sheet