OrbiMed’s MEDIVATION, INC. MDVN Stock Holding History

OrbiMed’s Portfolio MDVN Stock Details MDVN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q3	–	Sell	-2,001,400	Closed	-$121M	–	157
2016 Q2	$121M	Buy	2,001,400 +1,500,400	+299%	+$85.1M	1.26%	26
2016 Q1	$23M	Buy	501,000 +338,000	+207%	+$12.3M	0.24%	63
2015 Q4	$7.88M	Buy	+163,000	New	+$7.03M	0.07%	99
2015 Q3	–	Sell	-2,826,800	Closed	-$161M	–	153
2015 Q2	$161M	Sell	2,826,800 -1,871,000	-40%	-$115M	1.35%	24
2015 Q1	$303M	Buy	4,697,800 +160,000	+4%	+$9.17M	2.59%	12
2014 Q4	$226M	Sell	4,537,800 -8,200	-0.2%	-$426K	2.16%	15
2014 Q3	$225M	Sell	4,546,000 -347,200	-7%	-$14.8M	2.35%	12
2014 Q2	$189M	Sell	4,893,200 -555,000	-10%	-$18.7M	2.21%	16
2014 Q1	$175M	Sell	5,448,200 -798,800	-13%	-$29.5M	2.16%	14
2013 Q4	$199M	Buy	6,247,000 +1,678,000	+37%	+$50.7M	2.93%	9
2013 Q3	$137M	Buy	4,569,000 +1,624,800	+55%	+$46.4M	2.44%	12
2013 Q2	$72.4M	Buy	+2,944,200	New	+$74.1M	1.54%	27

Other funds holding MDVN

GLAM

Gardner Lewis Asset Management Chadds Ford, Pennsylvania $462M AUM 65.29% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

TCM

TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return

Analytic Investors Los Angeles, California $8.93B AUM 13.54% 1-Year Est. Return

Harvest Management New York $206M AUM 95.44% 1-Year Est. Return

LIM

Longfellow Investment Management Boston, Massachusetts $480M AUM 8% 1-Year Est. Return

Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return

Ohio Public Employees Retirement System (OPERS) Columbus, Ohio $30.9B AUM 29.72% 1-Year Est. Return

KBC Group Brussels, Belgium $39.9B AUM 29.7% 1-Year Est. Return

Marcus Capital Northbrook, Illinois $34.3M AUM 30.44% 1-Year Est. Return

OrbiMed's MDVN Position: Q3 2016 in Review

OrbiMed sold out of MEDIVATION, INC. (MDVN) in Q3 2016, closing a stake of 2,001,400 shares — an estimated $121M sold.

OrbiMed first reported a position in MDVN in Q2 2013 and held it in 12 quarters. The position peaked at $303M in Q1 2015. 53 funds tracked by Wall St. Rank hold MDVN as of Q3 2016.

OrbiMed reported no remaining MEDIVATION, INC. position as of Q3 2016 after selling out during the quarter.
OrbiMed sold 2,001,400 MEDIVATION, INC. shares in Q3 2016, an estimated $121M.
OrbiMed first reported a position in MEDIVATION, INC. in Q2 2013 and held it in 12 quarters.
OrbiMed's MEDIVATION, INC. position peaked at $303M in Q1 2015.
53 funds tracked by Wall St. Rank held MEDIVATION, INC. as of Q3 2016.

Based on OrbiMed's 13F filing for Q3 2016, filed 14 Nov 2016.