Five Healthcare Stocks Billionaires Are Bullish On

#3. Humana Inc (NYSE:HUM)

Among the investors that we track, 64 held long positions in Humana Inc (NYSE:HUM) by the end of the first quarter, up from 58 in the previous quarter. Among these funds, 15 were billionaire investors, who amassed $3.1 billion worth of stock heading into the second quarter. The stock is trading slightly in the green year-to-date as investors are watching how its acquisition by Aetna is progressing. Humana posted a strong second-quarter with EPS of $2.30 and revenue of $14.01 billion topping the consensus estimates by $0.07 and $420 million, respectively.

#2. Pfizer Inc. (NYSE:PFE)

Pfizer Inc. (NYSE:PFE) is the runner-up in this list, with 119 investors from our database holding shares, including 17 billionaire funds, which held $2.9 billion worth of stock in aggregate. Shares of Pfizer Inc. (NYSE:PFE) are up by over 8.9% year-to-date amid three consecutive, better-than-expected financial reports. Pfizer’s second-quarter revenue went up by 11% on the year to $13.15 billion and topped the consensus estimate by $140 million, while net income per share stood at $0.64, versus expectations of $0.62.

#1. Allergan plc Ordinary Shares (NYSE:AGN)

Allergan plc Ordinary Shares (NYSE:AGN) saw 170 funds in our database holding shares at the end of March. Among those funds, 28 were funds managed or founded by billionaires and they amassed $9.1 billion worth of stock heading into the second quarter. The stock has lost over 19% since the beginning of the year, mainly due to the termination of its merger with Pfizer and worse than expected revenue reported for the first two quarters. Even though the deal with Pfizer was not completed, Allergan managed to complete the sale of its generic unit to Teva Pharmaceuticals and seems to be interested in doing more acquisitions. Recently, Allergan has agreed to buy privately-held eye care company ForSight VISION5 and Wall Street Journal has recently reported that it might pursue the acquisition of Biogen.

Disclosure: Javier Hasse holds no positions in any of the securities mentioned above.