EFTA00822652Set 9
2016-08-034p1,098w
Below Eve included some useful charts around positioning & the always popular EPFR data.
Latest Active Managers Holding Update - Link to Research Note; Link to Chart 5
Biotech no longer ... have fallen from the bottom 5]
Most Concentrated Ownership — ALXN, DVA, BSX, MNK, ISRG
EPFR Data on Healthcare Flows
Latest S&P 500 Relative Value Cheat Sheet - Link to Note
https://www.justice.gov/epstein/files/DataSet%209/EFTA00822652.pdf
EFTA02456385Set 11
2016-08-026p906w
discuss
Below I've included some useful charts =round positioning & the always popular EPFR data.
Latest Active Managers Holding Update — Link to Research Note; Link to Chart 5
Biotech ... have fallen from the bottom 5]
Most =oncentrated Ownership — ALXN, DVA, BSX, MNK, ISRG
EPFR Data on =ealthcare Flows
3
EFTA_R1_01559580
EFTA02456387
latest S&P 500 =elative Value
https://www.justice.gov/epstein/files/DataSet%2011/EFTA02456385.pdf