Vertex Pharmaceuticals: Waddell Reed Financial’s Top Q3 Healthcare Holding

Wall St. Watchdog reveals information regarding Waddell Reed Financial’s top holdings in the Healthcare sector for the quarter ending September 30th, 2011. The firm held 32 stocks in the Healthcare sector at the end of the quarter with an aggregate market value of $1.308 billion.

  • Vertex Pharmaceuticals Incorporated (NASDAQ:VRTX): On 06/30/2011, Waddell Reed Financial reported holding 4,643,650 shares with a market value of $241,423,371. This comprised 0.53% of the total portfolio. On 09/30/2011, Waddell Reed Financial reported holding 4,829,300 shares with a market value of $214,710,674. This comprised 0.59% of the total portfolio. The net change in shares for this position over the two quarters is 185,650. About Company: Vertex Pharmaceuticals Incorporated discovers, develops, and commercializes novel, small molecule pharmaceuticals for the treatment of diseases for which there are currently limited or no effective treatments. The Company is developing drugs for the treatment of viral diseases, multidrug resistance in cancer, inflammatory and autoimmune diseases, and neurodegenerative diseases.
  • Johnson & Johnson (NYSE:JNJ): On 06/30/2011, Waddell Reed Financial reported holding 2,199,120 shares with a market value of $146,285,455. This comprised 0.32% of the total portfolio. On 09/30/2011, Waddell Reed Financial reported holding 2,532,390 shares with a market value of $161,287,916. This comprised 0.45% of the total portfolio. The net change in shares for this position over the two quarters is 333,270. 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.
  • Volcano Corporation (NASDAQ:VOLC): On 06/30/2011, Waddell Reed Financial reported holding 4,218,103 shares with a market value of $136,202,550. This comprised 0.3% of the total portfolio. On 09/30/2011, Waddell Reed Financial reported holding 3,844,363 shares with a market value of $113,908,472. This comprised 0.31% of the total portfolio. The net change in shares for this position over the two quarters is -373,740. About Company: Volcano Corporation develops, manufactures, and commercializes medical devices. The Company’s products include intravascular ultrasound (IVUS) catheters and Functional Measurement guide wires used to diagnose and assess diseases of the coronary and peripheral vasculature.
  • Varian Medical Systems Inc. (NYSE:VAR): On 06/30/2011, Waddell Reed Financial reported holding 1,341,500 shares with a market value of $93,931,825. This comprised 0.21% of the total portfolio. On 09/30/2011, Waddell Reed Financial reported holding 1,469,950 shares with a market value of $76,672,592. This comprised 0.21% of the total portfolio. The net change in shares for this position over the two quarters is 128,450. About Company: Varian Medical Systems, Inc. designs, manufactures, sells, and services equipment and software products for treating cancer with radiotherapy, stereotactic radiosurgery and brachytherapy. The Company also supplies products that include x-ray tubes, linear accelerators, digital image detectors, image processing software and image detection products.
  • Intuitive Surgical Inc. (NASDAQ:ISRG): On 06/30/2011, Waddell Reed Financial reported holding 185,932 shares with a market value of $69,187,154. This comprised 0.15% of the total portfolio. On 09/30/2011, Waddell Reed Financial reported holding 182,688 shares with a market value of $66,549,584. This comprised 0.18% of the total portfolio. The net change in shares for this position over the two quarters is -3,244. About Company: Intuitive Surgical, Inc. design, manufactures and markets surgical systems. The Company’s surgical system controls Intuitive Surgical endoscopic instruments, including rigid endoscopes, blunt and sharp endoscopic dissectors, scissors, scalpels, forceps/pickups, needle holders, endoscopic retractors, electrocautery, ultrasonic cutters, and accessories during surgical procedures.
  • Dexcom Inc. (NASDAQ:DXCM): On 06/30/2011, Waddell Reed Financial reported holding 5,322,960 shares with a market value of $77,129,689. This comprised 0.17% of the total portfolio. On 09/30/2011, Waddell Reed Financial reported holding 5,214,660 shares with a market value of $62,575,920. This comprised 0.17% of the total portfolio. The net change in shares for this position over the two quarters is -108,300. About Company: DexCom Inc. is a medical device company focused on the design and development of continuous glucose monitoring systems for people with diabetes. The Company has developed a small implantable device that continuously measures glucose levels in subcutaneous tissue just under the skin, and a small external receiver to which the sensor transmits glucose levels at specified intervals.
  • Tenet Healthcare Corp. (NYSE:THC): On 06/30/2011, Waddell Reed Financial reported holding 9,658,150 shares with a market value of $60,266,854. This comprised 0.13% of the total portfolio. On 09/30/2011, Waddell Reed Financial reported holding 14,827,350 shares with a market value of $60,940,410. This comprised 0.17% of the total portfolio. The net change in shares for this position over the two quarters is 5,169,200. About Company: Tenet Healthcare Corporation, through its subsidiaries, owns or operates general hospitals and related health care facilities serving communities in the United States. The Company operates rehabilitation hospitals, specialty hospitals, long-term care facilities, psychiatric facilities, and medical office buildings near its general hospitals, as well as ancillary health care businesses.
  • Covidien Plc (NYSE:COV): On 06/30/2011, Waddell Reed Financial reported holding 1,112,290 shares with a market value of $59,207,196. This comprised 0.13% of the total portfolio. On 09/30/2011, Waddell Reed Financial reported holding 1,301,985 shares with a market value of $57,417,537. This comprised 0.16% of the total portfolio. The net change in shares for this position over the two quarters is 189,695. About 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.
  • Zoll Medical Corp. (NASDAQ:ZOLL): On 06/30/2011, Waddell Reed Financial reported holding 1,498,922 shares with a market value of $84,928,920. This comprised 0.19% of the total portfolio. On 09/30/2011, Waddell Reed Financial reported holding 1,420,772 shares with a market value of $53,619,938. This comprised 0.15% of the total portfolio. The net change in shares for this position over the two quarters is -78,150. About Company: Zoll Medical Corporation designs, manufactures, and markets an integrated line of proprietary, non-invasive resuscitation devices and disposable electrodes. The Company’s products are used by health care professionals to provide pacing and defibrillation. Zoll also designs and markets software that automates collection and management of data for emergency medical service providers.
  • Teva Pharmaceutical Industries Limited (NASDAQ:TEVA): On 06/30/2011, Waddell Reed Financial reported holding 1,174,728 shares with a market value of $56,645,386. This comprised 0.12% of the total portfolio. On 09/30/2011, Waddell Reed Financial reported holding 1,367,390 shares with a market value of $50,894,257. This comprised 0.14% of the total portfolio. The net change in shares for this position over the two quarters is 192,662. About Company: Teva Pharmaceutical Industries Ltd. develops, manufactures and markets generic and branded human pharmaceuticals and active pharmaceutical ingredients. The Company produces antibiotics, oncological products, Alpha D3 for treatment of post-menopausal bone loss in women and Copaxone for treatment of multiple sclerosis. Teva develops novel drugs for diseases of the central nervous system.

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

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