Marshall Wace’s Top Healthcare Stocks: AGN, MD, BAX, ILMN, WLP, ENDP, KCI

Wall St. Watchdog reveals information regarding Marshall Wace’s top holdings in the Healthcare sector for the quarter ending September 30th, 2011. The firm held 68 stocks in the Healthcare sector at the end of the quarter with an aggregate market value of $46.783 million.

  • Allergan Inc. (NYSE:AGN): On 06/30/2011, Marshall Wace reported holding 982 shares with a market value of $81,752. This comprised 0.01% of the total portfolio. On 09/30/2011, Marshall Wace reported holding 32,815 shares with a market value of $2,703,300. This comprised 0.53% of the total portfolio. The net change in shares for this position over the two quarters is 31,833. 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.
  • Mednax Inc. (NYSE:MD): On 06/30/2011, Marshall Wace reported holding 49,704 shares with a market value of $3,588,132. This comprised 0.49% of the total portfolio. On 09/30/2011, Marshall Wace reported holding 38,671 shares with a market value of $2,422,351. This comprised 0.48% of the total portfolio. The net change in shares for this position over the two quarters is -11,033. 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.
  • Medicis Pharmaceutical Corp. (NYSE:MRX): On 06/30/2011, Marshall Wace reported holding 44,343 shares with a market value of $1,692,572. This comprised 0.23% of the total portfolio. On 09/30/2011, Marshall Wace reported holding 65,497 shares with a market value of $2,389,331. This comprised 0.47% of the total portfolio. The net change in shares for this position over the two quarters is 21,154. About Company: Medicis Pharmaceutical Corporation provides pharmaceuticals focusing on the treatment of dermatological, pediatric, and podiatric conditions, as well as aesthetics medicine. The Company has branded prescription products in therapeutic categories such as acne, asthma, eczema, fungal infections, hyperpigmentation, photoaging, psoriasis, and rosacea.
  • Baxter International Inc. (NYSE:BAX): On 06/30/2011, Marshall Wace reported holding 0 shares. On 09/30/2011, Marshall Wace reported holding 40,370 shares with a market value of $2,266,372. This comprised 0.45% of the total portfolio. The net change in shares for this position over the two quarters is 40,370. About Company: Baxter International Inc. develops, manufactures, and markets products and technologies related to hemophilia, immune disorders, infectious diseases, kidney disease, trauma and other chronic and acute medical conditions. The Company’s products are used by hospitals, kidney dialysis centers, nursing homes, rehabilitation centers, doctors’ offices, and research laboratories.
  • Illumina Inc. (NASDAQ:ILMN): On 06/30/2011, Marshall Wace reported holding 26,679 shares with a market value of $2,004,927. This comprised 0.27% of the total portfolio. On 09/30/2011, Marshall Wace reported holding 51,060 shares with a market value of $2,089,375. This comprised 0.41% of the total portfolio. The net change in shares for this position over the two quarters is 24,381. About Company: Illumina, Inc. develops, manufactures and markets integrated systems for the large scale analysis of genetic variation and biological function. The Company provides a comprehensive line of products and services that currently serve the sequencing, genotyping and gene expression markets for genomic research centers, pharmaceutical companies, academic institutions and biotechnology companies.
  • Amgen Inc. (NASDAQ:AMGN): On 06/30/2011, Marshall Wace reported holding 0 shares. On 09/30/2011, Marshall Wace reported holding 35,560 shares with a market value of $1,954,378. This comprised 0.38% of the total portfolio. The net change in shares for this position over the two quarters is 35,560. About Company: Amgen Inc. discovers, develops, manufactures, and markets human therapeutics based on cellular and molecular biology. The Company focuses its research on secreted protein and small molecule therapeutics, with particular emphasis on neuroscience and cancer. Amgen concentrates on the areas of hematology, cancer, infectious disease, endocrinology, neurobiology, and inflammation.
  • Wellpoint Inc. (NYSE:WLP): On 06/30/2011, Marshall Wace reported holding 0 shares. On 09/30/2011, Marshall Wace reported holding 27,457 shares with a market value of $1,792,393. This comprised 0.35% of the total portfolio. The net change in shares for this position over the two quarters is 27,457. About Company: WellPoint Inc. is a health benefits company. The Company provides health benefits, dental and vision benefits, pharmacy benefits, life insurance, and life and disability insurance benefits. WellPoint operations include Blue Cross and Blue Shield plans.
  • Endo Pharmaceuticals Holdings Inc. (NASDAQ:ENDP): On 06/30/2011, Marshall Wace reported holding 1,962 shares with a market value of $78,814. This comprised 0.01% of the total portfolio. On 09/30/2011, Marshall Wace reported holding 62,090 shares with a market value of $1,737,899. This comprised 0.34% of the total portfolio. The net change in shares for this position over the two quarters is 60,128. About Company: Endo Pharmaceuticals Holdings Inc. is a specialty pharmaceutical company with products that provide pain management. The Company researches, develops, produces, and markets both branded and generic pharmaceuticals. Endo’s products include Percocet, Percodan, and Lidoderm.
  • Kinetic Concepts Inc. (NYSE:KCI): On 06/30/2011, Marshall Wace reported holding 0 shares. On 09/30/2011, Marshall Wace reported holding 22,868 shares with a market value of $1,506,773. This comprised 0.3% of the total portfolio. The net change in shares for this position over the two quarters is 22,868. About Company: Kinetic Concepts, Inc. designs, manufactures, markets, and services products that accelerate the healing process or prevent complications of wounds. The Company’s products include specialty hospital beds, and mattress replacements.
  • Healthspring Inc. (NYSE:HS): On 06/30/2011, Marshall Wace reported holding 17,376 shares with a market value of $801,207. This comprised 0.11% of the total portfolio. On 09/30/2011, Marshall Wace reported holding 38,313 shares with a market value of $1,396,892. This comprised 0.27% of the total portfolio. The net change in shares for this position over the two quarters is 20,937. About Company: Healthspring, Inc. is a health maintenance organization. The Company serves Medicare recipients with a comprehensive network of hospitals and physicians.

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

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