OCM
ATHN

Otter Creek Management’s Athenahealth, Inc. ATHN Stock Holding History

Otter Creek Management’s Portfolio ATHN Stock Details ATHN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		$6.27M Sell
47,000
-10,000
-18% -$1.3M 5.82% 1
2015
Q2 		$6.53M Sell
57,000
-3,000
-5% -$359K 5.9% 2
2015
Q1 		$7.16M Buy
60,000
+50,000
+500% +$6.66M 6.52% 1
2014
Q4 		$1.46M Buy
+10,000
New +$1.26M 0.66% 62
2014
Q3 		– Sell
-37,500
Closed -$4.69M – 84
2014
Q2 		$4.69M Sell
37,500
-15,000
-29% -$1.94M 2.14% 13
2014
Q1 		$8.41M Sell
52,500
-297,500
-85% -$49M 3.57% 7
2013
Q4 		$47.1M Sell
350,000
-40,000
-10% -$5.14M 11.06% 2
2013
Q3 		$42.3M Sell
390,000
-35,000
-8% -$3.78M 10.07% 2
2013
Q2 		$36M Buy
+425,000
New +$38M 7.51% 3

Other funds holding ATHN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return