SAC Capital’s Largest Healthcare Stock Holdings in Latest Quarterly Filing

Following is information regarding SAC Capital’s top holdings in the Healthcare sector for the quarter ending September 30th, 2011:

  • Pharmaceutical Product Development, Inc. (NASDAQ:PPDI): On 6/30/11 SAC Capital reported holding 83,875 shares with a market value of $2,251,205. This comprised 0.02% of the total portfolio. On 9/30/11, SAC Capital held 2,335,830 shares with a market value of $59,937,397. This comprised 0.59% of the total portfolio. The net change in shares for this position over the two quarters is 2,251,955. About the company: Pharmaceutical Product Development, Inc. offers drug discovery and development services to pharmaceutical, biotechnology, and medical device companies. The Company conducts pre-clinical programs and phase I to phase IV clinical trials. For approved drugs, PPD offers product launch services, and patient compliance and medical communications programs.
  • Mylan, Inc. (NASDAQ:MYL): On 6/30/11 SAC Capital reported holding 2,308,823 shares with a market value of $56,958,664. This comprised 0.41% of the total portfolio. On 9/30/11, SAC Capital held 3,353,573 shares with a market value of $56,977,205. This comprised 0.56% of the total portfolio. The net change in shares for this position over the two quarters is 1,044,750. About the company: Mylan Inc. is a global generic and specialty pharmaceuticals company. The Company operates an active pharmaceutical ingredient manufacturer and runs a specialty business focused on respiratory, allergy, and psychiatric therapies.
  • Thermo Fisher Scientific, Inc. (NYSE:TMO): On 6/30/11 SAC Capital reported holding 1,082,932 shares with a market value of $69,729,991. This comprised 0.50% of the total portfolio. On 9/30/11, SAC Capital held 1,051,593 shares with a market value of $53,252,669. This comprised 0.52% of the total portfolio. The net change in shares for this position over the two quarters is -31,339. About the company: Thermo Fisher Scientific, Inc. manufactures scientific instruments, consumables, and chemicals. The Company offers analytical instruments, laboratory equipment, software, services, consumables, reagents, chemicals, and supplies to pharmaceutical and biotech companies, hospitals and clinical diagnostic labs, universities, research institutions, and government agencies.
  • Covidien plc (NYSE:COV): On 6/30/11 SAC Capital reported holding 1,918,095 shares with a market value of $102,100,196. This comprised 0.73% of the total portfolio. On 9/30/11, SAC Capital held 1,162,748 shares with a market value of $51,277,185. This comprised 0.50% of the total portfolio. The net change in shares for this position over the two quarters is -755,347. About the company: Covidien PLC is a global healthcare products company. The Company develops, manufactures and distributes a diverse range of medical devices and supplies, diagnostics imaging agents, pharmaceuticals and other healthcare products for use in clinical and home settings.
  • Baxter International, Inc. (NYSE:BAX): On 6/30/11 SAC Capital reported holding 18,017 shares with a market value of $1,075,435. This comprised 0.01% of the total portfolio. On 9/30/11, SAC Capital held 680,762 shares with a market value of $38,217,978. This comprised 0.37% of the total portfolio. The net change in shares for this position over the two quarters is 662,745. About the 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.
  • Biogen Idec, Inc. (NASDAQ:BIIB): On 6/30/11 SAC Capital reported holding 163,523 shares with a market value of $17,483,879. This comprised 0.13% of the total portfolio. On 9/30/11, SAC Capital held 387,014 shares with a market value of $36,050,355. This comprised 0.35% of the total portfolio. The net change in shares for this position over the two quarters is 223,491. About the company: Biogen Idec Inc. develops, manufactures, and commercializes therapies, focusing on neurology, oncology, and immunology. The Company’s products addresses diseases such as multiple sclerosis, non-Hodgkin’s lymphoma, rheumatoid arthritis, crohn’s disease, and psoriasis.
  • Stryker Corp. (NYSE:SYK): On 6/30/11 SAC Capital reported holding 1,381,809 shares with a market value of $81,098,368. This comprised 0.58% of the total portfolio. On 9/30/11, SAC Capital held 704,286 shares with a market value of $33,193,000. This comprised 0.32% of the total portfolio. The net change in shares for this position over the two quarters is -677,523. About the company: Stryker Corporation develops, manufactures, and markets specialty surgical and medical products. The Company’s products include implants, biologics; surgical, neurologic, ear, nose & throat and interventional pain equipment; endoscopic, surgical navigation, communications and digital imaging systems; as well as patient handling and emergency medical equipment.
  • Pfizer, Inc. (NYSE:PFE): On 6/30/11 SAC Capital reported holding 1,080,342 shares with a market value of $22,255,046. This comprised 0.16% of the total portfolio. On 9/30/11, SAC Capital held 1,839,841 shares with a market value of $32,528,389. This comprised 0.32% of the total portfolio. The net change in shares for this position over the two quarters is 759,499. About the 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.
  • Grifols S. A. (GRFS): On 6/30/11 SAC Capital reported holding 8,650,314 shares with a market value of $64,963,860. This comprised 0.47% of the total portfolio. On 9/30/11, SAC Capital held 4,887,345 shares with a market value of $31,230,134. This comprised 0.31% of the total portfolio. The net change in shares for this position over the two quarters is -3,762,969. About the company: Grifols, S.A. is a Spanish-based multinational pharmaceutical and chemical company. Principally a producer of blood plasma-based products, a field in which it is the European leader,[2] the company also supplies devices, instruments and reagents for clinical testing laboratories.
  • Community Health Systems, Inc. (NYSE:CYH): On 6/30/11 SAC Capital reported holding 4,097,046 shares with a market value of $105,212,143. This comprised 0.75% of the total portfolio. On 9/30/11, SAC Capital held 1,740,428 shares with a market value of $28,960,721. This comprised 0.28% of the total portfolio. The net change in shares for this position over the two quarters is -2,356,618. About the company: Community Health Systems Inc. owns, leases, and operates hospitals in multiple states. The Hospitals services include emergency room services, general surgery, critical care, internal medicine, obstetrics and diagnostic services. Community Health also owns interests in physicians, physician practices, imaging centers, home health agencies and ambulatory surgery centers.

(Note: Data regarding SAC Capital’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>>