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Biotech / Medical : momo-T/FIF

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To: bmaz001 who wrote (12077)1/6/2019 10:15:26 AM
From: bmaz001  Read Replies (1) of 12215
 
I've also added a sheet that lists the funds that I follow. I'm open to suggestions if anyone sees that a key fund is missing. I'm really only interested in funds have a substantial interest in biotech though. In fact, I filter out non healthcare/biotech stocks when I process the 13F-HR filings. The filter is based on the SIC code associated with each stock.

I've also added a third tab named "2018Q3 > 100% 'Adds'". This sheet shows funds that at least doubled their Q2 share count for a specific stock in Q3. As I mentioned before, this information is so stale now that it probably shouldn't be given much weight, especially after the crazy Q4 that we had. I'll update when the Q4 filings are out in mid February.

Here's the link again:

Fund Holdings
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