Hedge Fund - Healthcor Management Lp
Arthur B Cohen And Joseph Healey Bio, Returns, Net Worth
HealthCor Management is a $3 billion healthcare hedge fund founded by Arthur Cohen and Joseph Healey. Cohen graduated from the University of Virginia in 1983 with a B.A. degree in Commerce and received his M.B.A. in Banking and Finance from Hofstra University in 1986. He worked for Julian Robertson between 1995 and 2000. He was responsible for healthcare investments as a Managing Director at Tiger Management. He partnered with Joseph P. Healey in September 2005. The duo worked at Steven Cohen’s SAC until 2005.
HealthCor Management is a $3 billion healthcare hedge fund founded by Arthur Cohen and Joseph Healey. Cohen graduated from the University of Virginia in 1983 with a B.A. degree in Commerce and received his M.B.A. in Banking and Finance from Hofstra University in 1986. He worked for Julian Robertson between 1995 and 2000. He was responsible for healthcare investments as a Managing Director at Tiger Management. He partnered with Joseph P. Healey in September 2005. The duo worked at Steven Cohen’s SAC until 2005.
Healey is a brilliant stock picker (See Joseph Healey’s stock recommendations at the 2009 Ira Sohn Conference). HealthCor returned 4% in 2008, vs. -19% for an average hedge fund. Cohen and Healey invest significant amounts in the healthcare industry by diversifying their portfolio in different stocks. Nearly two thirds of his investments are in the healthcare sector.
| Fund Name: | Healthcor Management Lp |
| Manager | Arthur B Cohen And Joseph Healey |
| Portfolio Value | $2,289,350,000 |
| Change This QTR | +1.00% |
| No. | Security | Ticker | Shares | Value (x$1000) | Activity | % Port |
|---|---|---|---|---|---|---|
| 1.) | MDRX | 16,750,000 | $227,633 |  |
9.94% | |
| 2.) | ABBV | 3,650,000 | $148,847 | |
6.5% | |
| 3.) | NKTR | 11,000,000 | $121,000 | |
5.28% | |
| 4.) | COV | 1,725,000 | $117,024 |  |
5.11% | |
| 5.) | BAX | 1,500,000 | $108,960 | |
4.75% | |
| 6.) | Zoetis Inc Cl A |
3,200,000 | $106,880 | |
4.66% | |
| 7.) | GILD | 2,000,000 | $97,880 | |
4.27% | |
| 8.) | ISRG | 175,000 | $85,958 | |
3.75% | |
| 9.) | ILMN | 1,525,000 | $82,320 | |
3.59% | |
| 10.) | ARTC | 2,225,000 | $77,341 | |
3.37% |
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