Allergan, Inc. (AGN), HCA Holdings Inc (HCA), Gilead Sciences, Inc. (GILD) Among Healthcare Stocks That Billionaires Love

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Walgreens Boots Alliance Inc (NASDAQ:WBA), an $86 billion pharmaceutical retailer, was also not overlooked by billionaire investors, as 13 funds reported holding shares of the company. At the end of last year, Walgreens Co. completed its merger with Switzerland-based Alliance Boots GmbH. The new company, Walgreens Boots Alliance Inc (NASDAQ:WBA) has exposure to markets in 25 countries and operates around 12,800 stores. The stock gained around 5% since the new company started trading on the NASDAQ, and among its shareholders are Andreas Halvorsen’s Viking Global, which held 18.93 million shares at the end of 2014, and Barry Rosenstein‘s JANA Partners, which reported ownership of 13.75 million shares of Walgreens Boots Alliance Inc (NASDAQ:WBA), representing one of the top picks in the equity portfolios of both funds.

Walgreens Boots Alliance (WBA)

The biotech sector was also on the radar of billionaires with Gilead Sciences, Inc. (NASDAQ:GILD) being one of the favorite stocks among billionaire investors. A total of 12 funds managed by billionaires disclosed long equity positions as of the end of 2014. Among all funds that we track, Gilead Sciences, Inc. (NASDAQ:GILD) has also seen an increase in popularity, as 97 funds reported holding shares, versus 81 funds in the previous quarter. The company managed to post impressive gains during 2014 with its revenue for the third quarter surging to $6.04 billion from $2.78 billion in the previous quarter and EPS jumping to $1.67 from $0.47.

Among funds that we track, the largest shareholder of Gilead Sciences, Inc. (NASDAQ:GILD) is Cliff Asness’ AQR Capital Management, which raised its stake by 114% over the quarter to 4.83 million shares. Billionaire Jim Simons’ Renaissance Technologies added the company to its equity portfolio during the fourth quarter and reported ownership of 941,400 shares in its latest 13F filing.

Disclosure: None

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