Should You Buy Select Medical Holdings Corporation (SEM), Healthways, Inc. (HWAY) & Two Other Healthcare Stocks?

In Almost Family, Inc. (NASDAQ:AFAM), North Tide held 1.25 million shares valued at $53.26 million at the end of the second quarter. Overall, there were 14 funds tracked by our team bullish on the stock heading into the third quarter, during which the shares slid by 13.7%. North Tide Capital, the top shareholder of Almost Family, Inc. (NASDAQ:AFAM), was followed by Millennium Management with a $5.2 million position. Other investors bullish on the company included Fisher Asset Management, PEAK6 Capital Management, and Renaissance Technologies.

Finally, Healthways, Inc. (NASDAQ:HWAY) was by far the most profitable bet of North Tide Capital as the stock surged by 129.1% during the third quarter. At the beginning of the period, the fund held 4.50 million shares worth $51.98 million, which made it the largest shareholder among the 18 funds from our database that were bullish on Healthways, Inc. (NASDAQ:HWAY) at the end of June. The second most bullish fund manager was Deerfield Management, led by James E. Flynn, which held a $29.4 million position. Some other members of the smart money that hold long positions comprise Charles Clough’s Clough Capital Partners, Jim Simons’s Renaissance Technologies and Chuck Royce’s Royce & Associates.

Disclosure: none