Antipodean Advisors’s Select Medical SEM Stock Holding History

Antipodean Advisors’s Portfolio SEM Stock Details SEM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q1	–	Sell	-1,748,027	Closed	-$12.5M	–	21
2016 Q4	$12.5M	Sell	1,748,027 -48,256	-3%	-$336K	5%	6
2016 Q3	$13.1M	Sell	1,796,283 -148,486	-8%	-$944K	6.47%	7
2016 Q2	$11.4M	Sell	1,944,769 -486,272	-20%	-$3.22M	6.89%	7
2016 Q1	$15.5M	Sell	2,431,041 -5,241,338	-68%	-$28.1M	7.01%	7
2015 Q4	$49.2M	Buy	7,672,379 +1,369,728	+22%	+$8.56M	7.18%	8
2015 Q3	$36.6M	Buy	6,302,651 +514,854	+9%	+$3.82M	4.17%	9
2015 Q2	$50.5M	Buy	+5,787,797	New	+$48.6M	5.23%	8

Other funds holding SEM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

NTC

North Tide Capital Boston, Massachusetts $469M AUM 6.57% 1-Year Est. Return

CCM

Camber Capital Management Boston, Massachusetts $1.07B AUM 8.19% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Jana Partners New York $1.34B AUM 4.95% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Antipodean Advisors's SEM Position: Q1 2017 in Review

Antipodean Advisors sold out of Select Medical (SEM) in Q1 2017, closing a stake of 1,748,027 shares — an estimated $12.5M sold.

Antipodean Advisors first reported a position in SEM in Q2 2015 and held it in 7 quarters. The position peaked at $50.5M in Q2 2015. 164 funds tracked by Wall St. Rank hold SEM as of Q1 2017.

Antipodean Advisors reported no remaining Select Medical position as of Q1 2017 after selling out during the quarter.
Antipodean Advisors sold 1,748,027 Select Medical shares in Q1 2017, an estimated $12.5M.
Antipodean Advisors first reported a position in Select Medical in Q2 2015 and held it in 7 quarters.
Antipodean Advisors's Select Medical position peaked at $50.5M in Q2 2015.
164 funds tracked by Wall St. Rank held Select Medical as of Q1 2017.

Based on Antipodean Advisors's 13F filing for Q1 2017, filed 15 May 2017.