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GILD - Gilead Sciences Inc

This page shows which of the focused investors we track hold GILD and how their positions changed, so you can see how much conviction the group has in the stock.

In Q4 2017 it was held by 7 managers with an aggregate reported value of $1.31B, which is 0.15% of the combined portfolio.

As of Q4 2017, 7 tracked institutional managers held GILD (Gilead Sciences Inc) with an aggregate reported value of $1.31B0.15% of the combined AlphaBaseline portfolio.

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Source
Curated SEC 13F filings
Period
Q4 2017
Ticker
GILD

13F data is delayed and excludes shorts/non-13F assets.

Long holders

1Dodge & Cox - Dodge & Cox0.86%Add +55.6%15,416,361$1.1B
2Ariel Investments - Ariel Investments1.81%Add +3.1%2,236,337$160.21M
3David Katz - Matrix Asset Advisors2.73%Add +7.2%239,715$17.17M
4Muhlenkamp - Muhlenkamp4.87%Reduce -1.6%220,613$15.81M
5First Eagle - First Eagle Investment Management0.01%-60,000$4.28M
6Thomas Gayner - Markel Asset Management0.04%-33,000$2.36M

Call holders — bullish via leverage

1 manager holds call options on GILD — a right to buy at strike. Notional value, not premium.

1Muhlenkamp - MuhlenkampReduce -3.5%24,700$1.77M
Loading holder history for GILD