28 Hedge Funds That Are Getting Destroyed By These 25 Stocks

6. Samuel Isaly – Orbimed Advisors: Top 5 positions in CYH, BIIB, HCA, ILMN, and ABBV. We just did an in-depth analysis of OrbiMed’s historical 13F filings. The results look good on the surface. An investor who replicated OrbiMed’s 13F positions with a 2 month delay would have generated an average monthly return of 1.27% between 1999 and 2012. S&P 500 Index delivered an average monthly return of 0.32% during the same period. However, healthcare stocks in general performed well during this period. OrbiMed’s smaller cap stock picks historically performed better than large cap stock picks. If you follow OrbiMed, you will get real-time email alerts as soon as we publish a new article on this healthcare hedge fund.

5. Andreas Halvorsen – Viking Global: Top 5 positions in LNG, AGN, WLL, BIIB, and ILMN.

4. John Paulson – Paulson & Co: Top 5 positions in MYL, AGN, VRX, HCA, and WLL.

3. Daniel Och – OZ Management: Top 5 positions in PRGO, BKD, TWX, YHOO, PAH, ENDP, and AGN.

2. Larry Robbins – Glenview Capital: Top 5 positions in CBS, CYH, BKD, HCA, ENDP, ABBV, and SUNE.

1. Stephen Mandel – Lone Pine Capital: Top 5 positions in HCA, ILMN, ENDP, JD, LNG, WMB, AGN, SUNE, and VRX.