Pfizer Inc. (PFE), Alliance HealthCare Services, Inc. (AIQ), Skilled Healthcare Group, Inc. (SKH): HealthInvest Partners AB’s Largest Holdings Last Quarter

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 Alliance HealthCare Services, Inc. (NASDAQ:AIQ) is a provider of outpatient diagnostic imaging and radiation therapy services in the United States. In addition to counting with HealthInvest Partners as one of its largest institutional investors, the company is backed by Howard Marks’ Oaktree Capital Management, which owns 4.7 million shares. Jim Simons’ Renaissance Technologies was also bullish regarding the stock in 2014, disclosing a position of 592,200 shares as of the third quarter.

HealthInvest Partners disclosed holdings in Skilled Healthcare Group, Inc. (NYSE:SKH) amounting to 1.2 million shares in its latest 13F report, following a 10% increase in its stake during the fourth quarter. Since the investment firm entered the position at the end of 2013, the company’s stock dropped around 3%, despite posting a 5-year growth rate of almost 33%. Hence, it comes as no surprise that several institutional investors hold this stock in their equity portfolio. J. Carlo Cannell’s Cannell Capital for example has a position of 1.3 million shares, while Andy Redleaf’s Whitebox Advisors has a stake of 339,800 shares in the company. Healthcare Group, Inc. (NYSE:SKH) is a $357 million market cap operator of nursing facilities, assisted living facilities, hospices, home health providers, and a rehabilitation therapy business. Thanks to the solid performance of the nursing home industry as a whole, the company has received solid earnings estimates. According to several analysts, the positive trend the industry is experiencing will persist throughout the current quarter, boosting equities across the board.

Disclosure: Pablo Erbar holds no position in any stocks or funds mentioned.

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