Woodford Investment Management Has A Lot Riding On These 5 Stocks

3# AbbVie Inc (NYSE:ABBV)

Shares held (as of September 30): 5,277,800

Total Value (as of September 30): $287.17 million

Percent of Portfolio (as of September 30): 16.58%

AbbVie Inc (NYSE:ABBV) is a new position for Woodford, which reported holding 5.28 million shares, valued at over $287 million. Having a market cap of over $102 billion, AbbVie Inc is a global, research-based biopharmaceutical company. Shares of AbbVie have dropped by nearly 12% during the last three months, despite the company posting a 26.2% year-over-year increase in third quarter revenue to $5.9 billion. Another large shareholder of AbbVie Inc (NYSE:ABBV) from our database is Larry Robbins’ Glenview Capital, which holds 17.86 million shares as of June 30.

2# Alkermes Plc (NASDAQ:ALKS)

Shares held (as of September 30): 5,206,633

Total Value (as of September 30): $305.47 million

Percent of Portfolio (as of September 30): 17.64%

Alkermes Plc (NASDAQ:ALKS) is a $10.8-billion biopharmaceutical company, in which Woodford upped its stake by 7% to 5.21 million shares during the third quarter. Alkermes Plc’s financial position is not overly strong, with its net loss for the third quarter widening to $81.0 million, versus $40.0 million in the same quarter of last year. Its quarterly revenues were $152.7 million, down from $160.0 million in the same quarter of 2014. Alkermes Plc (NASDAQ:ALKS) is also a favorite stock of Ken Fisher’s Fisher Asset Management, which holds 119,920 shares as of September 30.

1# Reynolds American Inc. (NYSE:RAI)

Shares held (as of September 30): 16,407,290

Total Value (as of September 30): $726.35 million

Percent of Portfolio (as of September 30): 41.94%

After stakes in four healthcare stocks, Woodford’s top U.S equity holding is in tobacco producer Reynolds American. Woodford increased its position in Reynolds American Inc. (NYSE:RAI) during the third quarter by 12%. The North Carolina-based company is the parent company of R.J. Reynolds Tobacco, American Snuff, Santa Fe Natural Tobacco, Niconovum USA, Niconovum AB, and R.J. Reynolds Vapor. The company reported impressive financial results for the third quarter, with income growing to $781 million from $505 million in the third quarter of 2014. Revenue increased to $3.2 billion, versus $2.2 billion in the same period a year ago. Shares of Reynolds American Inc. have gained over 12% during the last three months. Another investor betting big on Reynolds American Inc. (NYSE:RAI) is Mason Capital Management, led by Kenneth Mario Garschina, with ownership of 5.67 million shares on June 30.

Disclosure: None