Eaton Vance Worldwide Health Sciences Fund Sharpens Focus on Humana Inc in Q3 2024

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Insightful Portfolio Adjustments Highlight Growth Opportunities in Healthcare Eaton Vance Worldwide Health Sciences Fund (Trades, Portfolio), a distinguished investment entity focusing on global ...

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Eaton Vance Worldwide Health Sciences Fund , a distinguished investment entity focusing on global health care advancements, has recently disclosed its N-PORT filing for the third quarter of 2024. The fund strategically invests in companies at the forefront of health care innovation, including biotechnology, pharmaceuticals, and medical equipment. With a keen eye on demographic trends and technological breakthroughs, the fund aims to capitalize on the increasing global health care expenditure driven by an aging population and rising incomes. Managed from Boston and London, the fund's portfolio managers are adept at identifying stocks with substantial growth potential relative to their fundamental value.GuruFocus has detected 7 Warning Sign with LLY.Humana Inc  emerged as a significant new addition with 55,766 shares, representing 1.78% of the portfolio and a total investment of $19.77 million.As of the third ","collect":0,"end_time":0,"defaultTopTitle":"yahoo.com","property":[],"viewcount":null,"language":"en","relate_stocks":{"LU0158827948.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"A\" (USD) INC","ISRG":"直觉外科公司","LU0861579265.USD":"联博低波幅策略股票基金A","IE00B7SZLL34.SGD":"Legg Mason ClearBridge - Value A Acc SGD-H","UNH":"联合健康","LU1064131342.USD":"Fullerton Lux Funds - Global Absolute Alpha A Acc USD","LU0708995401.HKD":"FRANKLIN U.S. OPPORTUNITIES \"A\" (HKD) ACC","LU1951198990.SGD":"Natixis Thematics AI & Robotics Fund H-R/A SGD-H","BK4581":"高盛持仓","LU1951200564.SGD":"Natixis Thematics AI & Robotics Fund R/A SGD","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","LU0211331839.USD":"FRANKLIN MUTUAL GLB DISCOVERY \"A\" (USD) ACC","LU0029864427.USD":"TEMPLETON GLOBAL \"A\" (USD) INC","SYK":"史赛克","WAY":"Waystar Holding Corp.","LU1923623000.USD":"Natixis Thematics AI & Robotics Fund R/A USD","SG9999014021.USD":"UNITED GLOBAL DURABLE EQUITIES (USDHDG) ACC","LU0114720955.EUR":"SUSTAINABLE GLOBAL HEALTH CARE \"A\" INC","LU0528227936.USD":"富达环球人口趋势基金A-ACC","LU1917777945.USD":"安联专题基金Cl AT Acc","LU1974910355.USD":"Allianz Thematica Cl AMg DIS USD","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","IXJ":"全球医疗业ETF-iShares","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","IE00B19Z3581.USD":"Legg Mason ClearBridge - Value A Acc USD","LU0385154629.USD":"贝莱德营养科学基金A2","LU0545039389.USD":"BGF GLOBAL EQUITY INCOME \"A2\" ACC","LU0266013472.USD":"AXA WF - Framlington Longevity Economy A Cap USD","BK4585":"ETF&股票定投概念","LU0640476718.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQ \"AU\" (USD) ACC","LU1057294990.SGD":"Blackrock World Healthscience A2 SGD-H","ABBV":"艾伯维公司","LU0310800379.SGD":"FTIF - Templeton Global A Acc SGD","LU0107464264.USD":"abrdn SICAV I - GLOBAL INNOVATION EQUITY \"A\" (USD) ACC","LU0471298777.SGD":"Blackrock Nutrition A2 SGD-H","HUM":"哈门那","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","IE00BJT1NW94.SGD":"JANUS HENDERSON GLOBAL LIFE SCIENCES \"A2\" (SGDHDG) ACC","BK4534":"瑞士信贷持仓","LU1868836914.USD":"CT (LUX) I AMERICAN \"3\" (USD) ACC","IE00BFXG0V08.USD":"BNY MELLON GLOBAL LEADERS \"B\" (USD) ACC","ETW":"Eaton Vance Tax-Managed Global B","LU0058720904.USD":"联博国际健康护理基金A","BK4167":"医疗保健技术","LLY":"礼来","LU1868836757.USD":"CT (LUX) I AMERICAN FUND \"2\" (USD) ACC","LU0097036916.USD":"贝莱德美国增长A2 USD"},"translate_title":"伊顿万斯全球健康科学基金在2024年第三季度加强对Humana Inc的关注","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"ABBV":1,"IXJ":1,"SYK":1,"WAY":1,"ETW":0.9,"HUM":0.9,"LLY":0.9,"UNH":0.8,"ISRG":0.6},"content_text":"Insightful Portfolio Adjustments Highlight Growth Opportunities in Healthcare\nEaton Vance Worldwide Health Sciences Fund (Trades, Portfolio), a distinguished investment entity focusing on global health care advancements, has recently disclosed its N-PORT filing for the third quarter of 2024. The fund strategically invests in companies at the forefront of health care innovation, including biotechnology, pharmaceuticals, and medical equipment. With a keen eye on demographic trends and technological breakthroughs, the fund aims to capitalize on the increasing global health care expenditure driven by an aging population and rising incomes. Managed from Boston and London, the fund's portfolio managers are adept at identifying stocks with substantial growth potential relative to their fundamental value.\n\nWarning! GuruFocus has detected 7 Warning Sign with LLY.\n\n\nNew Strategic Acquisitions\nEaton Vance Worldwide Health Sciences Fund (Trades, Portfolio) expanded its portfolio by acquiring shares in two notable companies during the third quarter of 2024:\n\nHumana Inc (NYSE:HUM) emerged as a significant new addition with 55,766 shares, representing 1.78% of the portfolio and a total investment of $19.77 million.\nWaystar Holding Corp (NASDAQ:WAY) was also added with 246,999 shares, accounting for approximately 0.6% of the portfolio, valued at $6.72 million.\n\nKey Position Increases\nThe fund also strategically increased its stakes in several companies, reinforcing its commitment to promising health care investments:\n\nColoplast AS (OCSE:COLO B) saw an addition of 26,625 shares, bringing the total to 81,388 shares. This adjustment marks a 48.62% increase in share count, impacting the portfolio by 0.33%, with a total value of kr11.08 million.\nThe iShares Global Healthcare ETF (IXJ) also experienced a significant boost with an additional 28,476 shares, resulting in a total of 77,212 shares. This adjustment represents a 58.43% increase in share count, valued at $7.82 million.\n\nStrategic Reductions in Holdings\nConversely, the fund reduced its positions in several stocks, aligning its portfolio more closely with its strategic vision:\n\nIntuitive Surgical Inc (NASDAQ:ISRG) was reduced by 18,718 shares, a decrease of 18.29%, impacting the portfolio by -0.74%. The stock traded at an average price of $447.73 during the quarter and has seen a 13.94% return over the past three months and 53.67% year-to-date.\nStryker Corp (NYSE:SYK) saw a reduction of 21,343 shares, a 23.55% decrease, impacting the portfolio by -0.72%. The stock traded at an average price of $339 during the quarter, with an 8.25% return over the past three months and 23.82% year-to-date.\n\nPortfolio Overview and Sector Focus\nAs of the third quarter of 2024, Eaton Vance Worldwide Health Sciences Fund (Trades, Portfolio)'s portfolio comprised 43 stocks. The top holdings included 10.78% in Eli Lilly and Co (NYSE:LLY), 7.62% in UnitedHealth Group Inc (NYSE:UNH), 7.06% in Novo Nordisk AS (OCSE:NOVO B), 5.26% in AbbVie Inc (NYSE:ABBV), and 5% in AstraZeneca PLC (LSE:AZN). The investments are predominantly concentrated in the healthcare sector, reflecting the fund's specialized focus.\n\n\nThis article, generated by GuruFocus, is designed to provide general insights and is not tailored financial advice. Our commentary is rooted in historical data and analyst projections, utilizing an impartial methodology, and is not intended to serve as specific investment guidance. It does not formulate a recommendation to purchase or divest any stock and does not consider individual investment objectives or financial circumstances. Our objective is to deliver long-term, fundamental data-driven analysis. Be aware that our analysis might not incorporate the most recent, price-sensitive company announcements or qualitative information. GuruFocus holds no position in the stocks mentioned herein.This article first appeared on \nGuruFocus.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"deviceId":"web-server-community-laohu8-v3","version":"4.29.3","shortVersion":"4.29.3","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2477110368"}