whalstreet

Healthcare

Sector snapshot across all whales tracked on whalstreet · As of 2026-03-31
Stocks held
229
Whales with exposure
58
Aggregate $ exposure
$61.5B
Avg position weight
1.3%
Recent activity · Q1 2026
Top buys, sells, new positions, and exits in this sector
Top buys
Biggest net buy value
StockBuyersValue
CI · The Cigna Group2$387M
ICLR · Icon Plc2$288M
PFE · Pfizer Inc.3$86M
VTRS · Viatris Inc.1$83M
JNJ · Johnson & Johnson5$73M
MOH · Molina Healthcare Inc.1$71M
BMY · Bristol-Myers Squibb Co.2$69M
GRAL · Grail Inc.1$68M
DGX · Quest Diagnostics Inc.2$41M
ACHC · Acadia Healthcare Company In1$37M
Top sells
Biggest net sell value
StockSellersValue
AZN · Astrazeneca Plc3-$2.1B
CVS · Cvs Health Corp.4-$381M
TMO · Thermo Fisher Scientific Inc.5-$229M
BAX · Baxter Intl Inc.2-$219M
ISRG · Intuitive Surgical Inc.1-$171M
IQV · Iqvia Hldgs Inc.2-$148M
UHS · Universal Hlth Svcs Inc.1-$118M
UNH · Unitedhealth Group Inc.6-$115M
A · Agilent Technologies Inc.2-$111M
HUM · Humana Inc.1-$94M
Hot new positions
First-time buys this quarter
StockWhalesValue
PFE · Pfizer Inc.1$81M
MDT · Medtronic Plc1$72M
ICLR · Icon Plc1$69M
AVTR · Avantor Inc.1$37M
JAZZ · Jazz Pharmaceuticals Plc1$11M
BMRN · Biomarin Pharmaceutical Inc.1$4M
WAT · Waters Corp.1$3M
CI · The Cigna Group1$1M
Mass exits
Stocks the most whales fully exited
StockWhalesValue
UNH · Unitedhealth Group Inc.2—
ABT · Abbott Labs1—
BMY · Bristol-Myers Squibb Co.1—
TFX · Teleflex Incorporated1—
ZBH · Zimmer Biomet Holdings1—
Top stocks · Healthcare
Ranked by aggregate value held across all whales
StockHoldersAggregate heldMax weightCurrent price
DVA · Davita Inc.1$3.6B1.3%$198.65
UNH · Unitedhealth Group Inc.16$3.3B4.7%$379.98
ELV · Elevance Health Inc. Formerly8$3.1B10.3%$378.07
BDX · Becton Dickinson & Co.6$2.7B5.0%$149.43
IDXX · Idexx Labs Inc.6$2.3B7.4%$560.11
CVS · Cvs Health Corp.9$2.3B10.3%$90.55
HCA · Hca Healthcare Inc.5$2.3B3.0%$435.19
WAT · Waters Corp.5$2.1B8.0%$355.13
SYK · Stryker Corporation4$2.0B8.4%$285.47
LLY · Eli Lilly & Co.5$1.9B5.7%$948.45
BSX · Boston Scientific Corp.6$1.4B5.6%$53.93
TMO · Thermo Fisher Scientific Inc.12$1.4B9.7%$465.00
ZTS · Zoetis Inc.5$1.4B3.0%$82.83
MDT · Medtronic Plc8$1.4B3.0%$76.15
BAX · Baxter Intl Inc.6$1.3B4.0%$17.99
UHS · Universal Hlth Svcs Inc.2$1.3B1.7%$169.96
BIO · Bio Rad Labs Inc.4$1.2B3.1%$254.32
MTD · Mettler Toledo International3$1.1B6.1%$1124.46
MDLN · Medline Inc.4$1.1B3.6%$39.52
BBIO · Bridgebio Pharma Inc.2$1.1B2.9%$67.39
SOLV · Solventum Corp.4$1.1B16.4%$73.38
BMY · Bristol-Myers Squibb Co.7$1.1B3.4%$56.16
VTRS · Viatris Inc.2$1.1B4.9%$17.17
HUM · Humana Inc.2$970M3.1%$274.96
CI · The Cigna Group5$867M3.0%$288.06
VEEV · Veeva Sys Inc.4$856M2.0%$166.34
ALC · Alcon Ag2$798M9.3%$62.56
ICLR · Icon Plc5$795M4.8%$124.49
JNJ · Johnson & Johnson12$759M4.3%$221.32
ABT · Abbott Labs4$739M3.0%$84.32
Top whales · Healthcare
Ranked by sector concentration weight (sum of position weights for stocks in this sector)
WhalePositionsSector weightSector $ exposure
Terry Smith · Fundsmith Investment Services Ltd.532.1%$1.8B
Terry Smith · Fundsmith Llp931.9%$5.5B
Pat Dorsey · Dorsey Asset Management, LLC329.3%$337M
Mark Hillman · Hillman Capital Management, Inc.1225.5%$41M
Tweedy Browne · Tweedy, Browne Co. LLC1725.1%$315M
Samantha McLemore · Patient Capital Management, LLC724.2%$626M
Harry Burn · Sound Shore Management Inc. /Ct/823.7%$707M
Ruane Cunniff · Ruane, Cunniff & Goldfarb L.P.520.7%$1.3B
Richard Pzena · Pzena Investment Management LLC2318.7%$5.8B
Torray Investment Partners LLC1818.4%$126M
Polen Capital Management LLC5117.6%$4.1B
Wallace Weitz · Weitz Investment Management, Inc.517.3%$292M
Thomas Kahn · Kahn Brothers Group Inc.717.0%$96M
Davis Selected Advisers616.5%$3.6B
Robert Olstein · Olstein Capital Management, L.P.1416.4%$75M
Nelson Peltz · Trian Fund Management, L.P.216.4%$653M
First Eagle Investment · First Eagle Investment Management, LLC4915.0%$8.5B
John Rogers · Ariel Investments, LLC1214.5%$1.3B
David Einhorn · Dme Capital Management, LP1214.3%$407M
Jensen Investment Management Inc.1214.2%$722M
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★ WatchlistData from SEC EDGAR · whalstreet.com