Industry deep-dive
Drug Manufacturers - Specialty & Generic
Every super-investor and insider move tracked across 37 tickers in this industry.
Tickers
37
Combined value
$29.58B
Insider net (30d)
−$64.9M
Congress trades (30d)
0
Sector consensus moves
Latest portfolios · 2025Q4
Most bought
Tracked managers added or opened
Most sold
Tracked managers trimmed or exited
Biggest drug manufacturers - specialty & generic books
Top 12 super-investors · 2025Q4
| # | Manager | Sector value |
|---|---|---|
| 1 | Howard Marks Oaktree Capital | $8.83B |
| 2 | Dodge & Cox | $4.11B |
| 3 | Wellington Management | $3.26B |
| 4 | Norges Bank Norway SWF | $2.80B |
| 5 | Renaissance Technologies | $2.01B |
| 6 | T. Rowe Price | $1.83B |
| 7 | AQR Capital Management | $1.39B |
| 8 | Ken Griffin Citadel Advisors | $905M |
| 9 | D.E. Shaw & Co. | $864M |
| 10 | Izzy Englander Millennium Mgmt | $758M |
| 11 | Larry Robbins Glenview Capital | $660M |
| 12 | John Paulson Paulson & Co | $509M |
Constituent tickers
| # | Ticker | Company | Value |
|---|---|---|---|
| 1 | BHC | BAUSCH HEALTH COS INC | $9.44B |
| 2 | UTHR | UNITED THERAPEUTICS CORP DEL | $3.79B |
| 3 | ZTS | ZOETIS INC | $2.81B |
| 4 | NBIX | NEUROCRINE BIOSCIENCES INC | $2.49B |
| 5 | TEVA | TEVA PHARMACEUTICAL INDS LTD | $2.26B |
| 6 | ELAN | ELANCO ANIMAL HEALTH INC | $2.20B |
| 7 | HLN | HALEON PLC | $1.93B |
| 8 | VTRS | VIATRIS INC | $1.54B |
| 9 | SUPN | SUPERNUS PHARMACEUTICALS INC | $411.5M |
| 10 | PBH | PRESTIGE CONSMR HEALTHCARE I | $396.6M |
| 11 | HIMS | HIMS & HERS HEALTH INC | $360.8M |
| 12 | LNTH | LANTHEUS HLDGS INC | $303.3M |
| 13 | AMRX | AMNEAL PHARMACEUTICALS INC | $185.4M |
| 14 | PCRX | PACIRA BIOSCIENCES INC | $156.2M |
| 15 | COLL | COLLEGIUM PHARMACEUTICAL INC | $149.1M |
| 16 | RDY | DR REDDYS LABS LTD | $139.8M |
| 17 | TAK | TAKEDA PHARMACEUTICAL CO LTD | $138.3M |
| 18 | LQDA | LIQUIDIA CORPORATION | $120.9M |
| 19 | ANIP | ANI PHARMACEUTICALS INC | $116.7M |
| 20 | BCRX | BIOCRYST PHARMACEUTICALS INC | $111.8M |
| 21 | ESPR | ESPERION THERAPEUTICS INC NE | $72.7M |
| 22 | IRWD | IRONWOOD PHARMACEUTICALS INC | $58.3M |
| 23 | PAHC | PHIBRO ANIMAL HEALTH CORP | $56.1M |
| 24 | AMPH | AMPHASTAR PHARMACEUTICALS IN | $48.9M |