BAKER BROS. ADVISORS LP
Q4 2019 13F-HR Holdings
Net value change ($000)
—
New positions
97
Sold out positions
0
Turnover %
100.0%
Sector allocation + QoQ delta (equities-only)
Snapshot: Change Analysis
Compared to previous filing: —
Methodology:
sector metrics are equities-only;
instrument mix chart is ex-options;
options exposure is shown separately.
Why this matters.
Top Adds (Value $000, Stocks/ETFs)
| Seagen Inc. | 5,719,544 | — |
| INCY | 2,792,221 | — |
| ONC | 1,952,203 | — |
| ACAD | 1,747,759 | — |
| ALXN | 893,110 | — |
| KOD | 794,852 | — |
| AMARIN CORP PLC | 739,609 | — |
| BMRN | 641,675 | — |
| ASND | 471,654 | — |
| EXAS | 239,134 | — |
Top Reduces (Value $000, Stocks/ETFs)
| — |
Instrument mix + QoQ Δ (ex-options)
How this table is calculated:
SEC
VALUE ($000) is used as reported.
For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received.
Column % is bucket-based:
non-options share is calculated inside non-option total, options share is calculated inside options total.
Details.
Filter:
Instrument:
| Issuer Name | Ticker | Sector | Industry | Class | History | Value ($000) | % | Shares | Shares Δ | Shares Δ% | Value Δ ($000) | Value Δ% | Principal | Option Type |
|---|