Nomura Fund Filing: Favorite Healthcare Stocks Include CEPH, GILD, JNJ, HLF, MRK, ABT, MDT

Wall St. Watchdog reveals information regarding Nomura Holdings’ top holdings in the Healthcare sector for the quarter ending September 30th, 2011. The firm held 99 stocks in the Healthcare sector at the end of the quarter with an aggregate market value of $188.164 million.

  • Cephalon Inc. (NASDAQ:CEPH): On 06/30/2011, Nomura Holdings reported holding 444,068 shares with a market value of $35,481,034. This comprised 0.96% of the total portfolio. On 09/30/2011, Nomura Holdings reported holding 1,174,688 shares with a market value of $94,797,318. This comprised 2.19% of the total portfolio. The net change in shares for this position over the two quarters is 730,620. About Company: Cephalon, Inc. is an international biopharmaceutical company that discovers, develops, and markets biopharmaceutical products to treat neurological disorders, pain, and cancer. The Company’s products include a product that treats excessive daytime sleepiness associated with narcolepsy.
  • Gilead Sciences Inc. (NASDAQ:GILD): On 06/30/2011, Nomura Holdings reported holding 649,686 shares with a market value of $26,903,497. This comprised 0.73% of the total portfolio. On 09/30/2011, Nomura Holdings reported holding 541,582 shares with a market value of $21,013,381. This comprised 0.49% of the total portfolio. The net change in shares for this position over the two quarters is -108,104. About Company: Gilead Sciences, Inc. is a research-based biopharmaceutical company that discovers, develops, and commercializes therapeutics to advance the care of patients suffering from life-threatening diseases. The Company’s primary arees of focus include HIV/AIDS, liver disease and serious cardiovascular and respiratory conditions.
  • Continucare Corp. (NYSE:CNU): On 06/30/2011, Nomura Holdings reported holding 0 shares. On 09/30/2011, Nomura Holdings reported holding 1,213,600 shares with a market value of $7,742,768. This comprised 0.18% of the total portfolio. The net change in shares for this position over the two quarters is 1,213,600. About Company: Continucare Corporation provides management services to outpatient behavioral and physical rehabilitative programs. These programs include inpatient services, day hospital programs, day treatment centers, outpatient, and home health services. The Company manages centers in the United States and provides rehabilitation staffing services for additional locations.
  • Johnson & Johnson (NYSE:JNJ): On 06/30/2011, Nomura Holdings reported holding 47,664 shares with a market value of $3,170,609. This comprised 0.09% of the total portfolio. On 09/30/2011, Nomura Holdings reported holding 96,523 shares with a market value of $6,147,550. This comprised 0.14% of the total portfolio. The net change in shares for this position over the two quarters is 48,859. About Company: Johnson & Johnson manufactures health care products and provides related services for the consumer, pharmaceutical, and medical devices and diagnostics markets. The Company sells products such as skin and hair care products, acetaminophen products, pharmaceuticals, diagnostic equipment, and surgical equipment in countries located around the world.
  • Herbalife Ltd. (NYSE:HLF): On 06/30/2011, Nomura Holdings reported holding 9,004 shares with a market value of $518,991. This comprised 0.01% of the total portfolio. On 09/30/2011, Nomura Holdings reported holding 97,529 shares with a market value of $5,227,554. This comprised 0.12% of the total portfolio. The net change in shares for this position over the two quarters is 88,525. About Company: Herbalife Ltd. is a network marketing company that sells weight management, nutritional supplement and personal care products. The Company sells its products globally through a network of independent distributors. Herbalife also sells literature and promotional materials.
  • Kinetic Concepts Inc. (NYSE:KCI): On 06/30/2011, Nomura Holdings reported holding 0 shares. On 09/30/2011, Nomura Holdings reported holding 65,602 shares with a market value of $4,322,516. This comprised 0.1% of the total portfolio. The net change in shares for this position over the two quarters is 65,602. 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.
  • Merck & Co. Inc. (NYSE:MRK): On 06/30/2011, Nomura Holdings reported holding 184,770 shares with a market value of $6,520,533. This comprised 0.18% of the total portfolio. On 09/30/2011, Nomura Holdings reported holding 106,863 shares with a market value of $3,494,420. This comprised 0.08% of the total portfolio. The net change in shares for this position over the two quarters is -77,907. About Company: Merck & Co., Inc. is a global pharmaceutical company that discovers, develops, manufactures, and markets a broad range of human and animal health products. Merck’s products include a treatment for elevated cholesterol, a treatment for male pattern hair loss, a preventive treatment for osteoporosis, a treatment for hypertension, and a treatment for allergic rhinitis.
  • Medivation Inc. (NASDAQ:MDVN): On 06/30/2011, Nomura Holdings reported holding 0 shares. On 09/30/2011, Nomura Holdings reported holding 182,030 shares with a market value of $3,090,869. This comprised 0.07% of the total portfolio. The net change in shares for this position over the two quarters is 182,030. About Company: Medivation Inc. acquires, develops, and sells or partners biomedical technologies in the early development stage of the research and development process.
  • Abbott Laboratories (NYSE:ABT): On 06/30/2011, Nomura Holdings reported holding 28,048 shares with a market value of $1,475,886. This comprised 0.04% of the total portfolio. On 09/30/2011, Nomura Holdings reported holding 48,495 shares with a market value of $2,480,034. This comprised 0.06% of the total portfolio. The net change in shares for this position over the two quarters is 20,447. About Company: Abbott Laboratories discovers, develops, manufactures, and sells a broad and diversified line of health care products and services. The Company’s products include pharmaceuticals, nutritional, diagnostics, and vascular products. Abbott markets its products worldwide through affiliates and distributors.
  • Medtronic Inc. (NYSE:MDT): On 06/30/2011, Nomura Holdings reported holding 37,603 shares with a market value of $1,448,844. This comprised 0.04% of the total portfolio. On 09/30/2011, Nomura Holdings reported holding 72,321 shares with a market value of $2,403,950. This comprised 0.06% of the total portfolio. The net change in shares for this position over the two quarters is 34,718. About Company: Medtronic, Inc. develops therapeutic and diagnostic medical products. The Company’s principal products include those for bradycardia pacing, tachyarrhythmia management, atrial fibrillation management, heart failure management, heart valve replacement, malignant and non-malignant pain, and movement disorders. Medtronic’s products are sold worldwide.

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

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