Assessment - Medicine - 1/07/24 - RS = mixed

 ⇐ 

								⇓instrument	freshest		⇓ Δday	1/07/24	⇓ Δwk	1/01/24	prc diff	Δ26	Curr	⇓∅-RS
						S		SOM Medicine	693.483	12/08/24	-0.99	676.693	2.48	708.449	-31.756	-4.48	USD	-2.39
						L		Ambu	137.700	12/08/24	-0.40	136.550	0.84	105.200	31.350	29.80	DKK	37.16
								Intuitive Surgical	465.530	12/08/24	0.46	436.240	6.71	337.360	98.880	29.31	USD	27.85
								Encompass Health	86.860	12/08/24	1.33	85.360	1.76	66.720	18.640	27.94	USD	19.95
						L		Fisher & Paykel HC	32.790	12/08/24	0.89	29.950	9.48	23.600	6.350	26.91	NZD	26.97
						L		ResMed	33.030	12/08/24	1.13	28.600	15.49	25.440	3.160	12.42	AUD	18.50
						L		Eckert & Ziegler	42.420	12/08/24	1.34	46.020	-7.82	41.300	4.720	11.43	EUR	20.02
								EssilorLuxottica	207.300	12/08/24	-0.58	201.800	2.73	181.600	20.200	11.12	EUR	12.35
								Terumo	2,611.000	9/08/24	5.05	2,548.000	2.47	2,311.000	237.000	10.26	JPY	8.55
								Cochlear	339.370	12/08/24	0.26	322.560	5.21	298.670	23.890	8.00	AUD	17.08
								Coloplast	884.400	12/08/24	0.25	832.400	6.25	772.000	60.400	7.82	DKK	4.76
						L		LTC Properties	35.900	12/08/24	-0.22	34.440	4.24	32.120	2.320	7.22	USD	3.25
								Gerresheimer	97.300	12/08/24	-1.47	101.100	-3.76	94.350	6.750	7.15	EUR	-1.05
								Apollo Hospitals	6,502.400	12/08/24	-1.30	6,140.500	5.89	5,750.050	390.450	6.79	INR	11.66
						L		Amplifon	28.150	12/08/24	1.33	33.220	-15.26	31.340	1.880	6.00	EUR	12.85
								Siemens Healthineers	50.280	12/08/24	0.08	53.840	-6.61	52.600	1.240	2.36	EUR	2.97
						L		Sonova	278.100	12/08/24	-1.52	280.300	-0.78	274.400	5.900	2.15	CHF	8.87
						L		Fresenius	30.890	12/08/24		28.300	9.15	28.070	0.230	0.82	EUR	8.43
						L		Stratec	41.500	12/08/24	4.27	45.850	-9.49	45.550	0.300	0.66	EUR	4.56
								DiaSorin	100.100	12/08/24	0.48	93.280	7.31	93.240	0.040	0.04	EUR	6.70
								GE HealthCare	82.370	12/08/24	-1.24	76.260	8.01	77.320	-1.060	-1.37	USD	1.72
								Synlab	11.060	12/08/24	1.10	11.200	-1.25	11.420	-0.220	-1.93	EUR	8.07
								ConvaTec	231.600	12/08/24	-0.17	236.400	-2.03	244.200	-7.800	-3.19	GBP	4.59
						S		Sysmex	2,624.000	9/08/24	1.04	2,526.500	3.86	2,619.330	-92.830	-3.54	JPY	-5.26
								Drägerwerk	45.750	12/08/24	0.44	49.950	-8.41	51.800	-1.850	-3.57	EUR	4.48
								⇓instrument	freshest		⇓ Δday	1/07/24	⇓ Δwk	1/01/24	prc diff	Δ26	Curr	⇓∅-RS
								Fresenius MedCare	33.130	12/08/24	-1.31	35.880	-7.66	37.960	-2.080	-5.48	EUR	-3.75
						S		Medtronic	81.190	12/08/24	-1.04	77.120	5.28	82.380	-5.260	-6.39	USD	-2.42
								Smith and Nephew	1,156.000	12/08/24	-0.86	975.600	18.49	1,078.500	-102.900	-9.54	GBP	-6.12
								DexCom	71.270	12/08/24	2.16	112.170	-36.46	124.090	-11.920	-9.61	USD	1.43
								Uniphar	2.625	12/08/24	-0.38	2.420	8.47	2.700	-0.280	-10.37	EUR	-6.36
						S		Ramsay Health Care	44.860	12/08/24	0.99	46.700	-3.94	52.610	-5.910	-11.23	AUD	-7.00
						S		Align Technology	213.570	12/08/24	-0.63	238.640	-10.51	274.000	-35.360	-12.91	USD	-13.41
						S		Straumann	112.350	12/08/24	0.76	112.700	-0.31	135.600	-22.900	-16.89	CHF	-16.75
						S		Getinge	198.050	12/08/24	-0.10	181.450	9.15	224.600	-43.150	-19.21	SEK	-12.69
								Sonic Healthcare	27.450	12/08/24	0.22	25.660	6.98	32.080	-6.420	-20.01	AUD	-14.37
						S		Sino Biopharm	2.950	12/08/24	2.08	2.670	10.49	3.470	-0.800	-23.05	HKD	-11.18
						S		Illumina	124.540	12/08/24	0.79	105.500	18.05	139.240	-33.740	-24.23	USD	-18.46
						S		Medigene	1.100	12/08/24	0.46	1.115	-1.35	1.525	-0.410	-26.89	EUR	-23.51
						L		Orpea	9.946	12/08/24	-42.87	12.312	-19.22	16.900	-4.588	-27.15	EUR	-54.60
						S		Oceania Healthcare	0.770	12/08/24		0.540	42.59	0.760	-0.220	-28.95	NZD	-20.37
						S		Carl Zeiss Meditec	60.350	12/08/24	-5.33	66.250	-8.91	98.840	-32.590	-32.97	EUR	-29.17
						S		Sartorius	241.100	12/08/24	-2.90	211.700	13.89	333.200	-121.500	-36.46	EUR	-21.62
								WuXi AppTec	41.380	12/08/24	-0.29	38.660	7.04	72.760	-34.100	-46.87	CNY	-29.23
Medicine - 42 out of 42 instruments rated - 1/07/24 / 1/01/24 - 19 did rise, Market-Ratio(26) = 45.24 %

 

 

Transactions Medicine * Mixed Straddles L8 - 73/72 (1) - S19 - 33/69 (3)

																⇐
L/S	date buy	date sell	days				instrument	spl	pieces	Curr	prc buy	prc sell	ps short	prc diff	d %	asset	yield
2/01/06		27/02/06	56				- cash -
long	27/02/06	27/03/06	28				Illumina	100	793	USD	12.600	13.460		0.860	7	10,682	136
27/03/06		3/04/06	7				- cash -
	3/04/06	17/04/06	14				Illumina	100	913	USD	11.690	12.530		0.840	7	11,449	511
17/04/06		11/09/06	147				- cash -
	11/09/06	18/09/06	7				Illumina	100	698	USD	16.380	17.840		1.460	9	12,468	8,480
18/09/06		2/10/06	14				- cash -
	2/10/06	27/11/06	56				Illumina	100	756	USD	16.475	18.925		2.450	15	14,320	147
27/11/06		11/12/06	14				- cash -
	11/12/06	18/12/06	7				Illumina	100	694	USD	20.610	19.975		-0.635	-3	13,879	-80
18/12/06		22/01/07	35				- cash -
	22/01/07	29/01/07	7				Stratec	100	573	EUR	24.190	26.240		2.050	8	15,054	6,852
29/01/07		5/02/07	7				- cash -
	5/02/07	19/02/07	14				Stratec	100	570	EUR	26.400	26.850		0.450	2	15,311	55
19/02/07		30/04/07	70				- cash -
	30/04/07	21/05/07	21				Stratec	100	571	EUR	26.800	25.310		-1.490	-6	14,460	-63
21/05/07		1/10/07	133				- cash -
	1/10/07	22/10/07	21				Intuitive Surgical	100	562	USD	25.710	31.760		6.050	24	17,860	3,837
22/10/07		28/01/08	98				- cash -
short	28/01/08	4/05/09	462				Carl Zeiss Meditec	33	566	EUR	10.500	9.290	11.868	1.368	13	18,634	10
							Drägerwerk	33	149	EUR	40.000	19.500	82.051	42.051	105	24,900	76
							Stratec	33	338	EUR	17.600	15.150	20.446	2.846	16	25,862	13
long	12/05/08	19/05/08	7				Illumina	100	649	USD	39.810	39.520		-0.290	-1	25,673	-32
	25/08/08	22/09/08	28				Illumina	100	570	USD	44.985	41.510		-3.475	-8	23,693	-65
	4/05/09	29/06/09	56				Illumina	100	622	USD	38.040	38.730		0.690	2	24,122	12
29/06/09		10/08/09	42				- cash -
	10/08/09	2/11/09	84				Intuitive Surgical	100	943	USD	25.570	27.380		1.810	7	25,829	35
2/11/09		16/11/09	14				- cash -
	16/11/09	15/02/10	91				Intuitive Surgical	100	829	USD	31.120	37.140		6.020	19	30,819	103
15/02/10		1/03/10	14				- cash -
	1/03/10	8/03/10	7				Drägerwerk	100	648	EUR	47.500	51.900		4.400	9	33,671	10,042
8/03/10		5/04/10	28				- cash -
	5/04/10	10/05/10	35				Drägerwerk	100	662	EUR	50.860	51.000		0.140	0	33,763	3
10/05/10		20/12/10	224				- cash -
	20/12/10	14/02/11	56				Illumina	100	522	USD	64.570	73.760		9.190	14	38,560	138
14/02/11		9/05/11	84				- cash -
	9/05/11	30/05/11	21				Illumina	100	526	USD	73.270	72.080		-1.190	-2	37,934	-25
30/05/11		8/08/11	70				- cash -
short	8/08/11	19/12/11	133				Sonova	33	198	CHF	63.550	90.900	36.200	-27.350	-43	32,519	-79
							Illumina	33	249	USD	51.000	26.170	99.389	48.389	95	44,568	524
							Fisher & Paykel HC	33	5,501	NZD	2.300	2.390	2.210	-0.090	-4	44,073	-10
long	3/10/11	10/10/11	7				Intuitive Surgical	100	1,137	USD	38.750	42.150		3.400	9	47,939	7,927
L/S	date buy	date sell	days				instrument	spl	pieces	Curr	prc buy	prc sell	ps short	prc diff	d %	asset	yield
19/12/11		16/01/12	28				- cash -
	16/01/12	30/01/12	14				Intuitive Surgical	100	927	USD	51.710	50.720		-0.990	-2	47,021	-40
30/01/12		6/02/12	7				- cash -
	6/02/12	27/02/12	21				Intuitive Surgical	100	861	USD	54.600	57.140		2.540	5	49,208	120
27/02/12		16/07/12	140				- cash -
	16/07/12	23/07/12	7				Coloplast	100	213	DKK	230.200	229.800		-0.400	0	49,123	-9
23/07/12		30/07/12	7				- cash -
	30/07/12	13/08/12	14				Coloplast	100	213	DKK	229.800	234.400		4.600	2	50,102	68
13/08/12		10/09/12	28				- cash -
	10/09/12	22/10/12	42				Coloplast	100	214	DKK	234.000	255.600		21.600	9	54,725	115
22/10/12		24/12/12	63				- cash -
	24/12/12	21/01/13	28				Coloplast	100	197	DKK	277.000	288.700		11.700	4	57,030	71
21/01/13		25/02/13	35				- cash -
	25/02/13	15/04/13	49				Ramsay Health Care	100	1,864	AUD	30.580	31.770		1.190	4	59,248	33
15/04/13		6/05/13	21				- cash -
	6/05/13	27/05/13	21				Illumina	100	894	USD	66.230	71.620		5.390	8	64,067	290
27/05/13		3/06/13	7				- cash -
	3/06/13	24/06/13	21				Illumina	100	903	USD	70.880	72.160		1.280	2	65,222	36
24/06/13		1/07/13	7				- cash -
	1/07/13	8/07/13	7				Illumina	100	855	USD	76.270	74.330		-1.940	-3	63,564	-74
8/07/13		19/08/13	42				- cash -
	19/08/13	26/08/13	7				Illumina	100	818	USD	77.690	79.730		2.040	3	65,232	286
26/08/13		18/11/13	84				- cash -
	18/11/13	27/01/14	70				Illumina	100	708	USD	92.100	140.250		48.150	52	99,323	796
27/01/14		3/02/14	7				- cash -
	3/02/14	3/03/14	28				Illumina	100	657	USD	151.010	172.980		21.970	15	113,757	487
3/03/14		7/07/14	126				- cash -
	7/07/14	21/07/14	14				Illumina	100	638	USD	178.040	175.890		-2.150	-1	112,385	-27
21/07/14		1/09/14	42				- cash -
	1/09/14	13/10/14	42				Illumina	100	625	USD	179.730	150.020		-29.710	-17	93,816	-79
13/10/14		3/11/14	21				- cash -
	3/11/14	17/11/14	14				Illumina	100	482	USD	194.330	182.910		-11.420	-6	88,312	-79
17/11/14		8/12/14	21				- cash -
	8/12/14	19/01/15	42				Stratec	100	1,839	EUR	48.000	46.550		-1.450	-3	85,645	-23
19/01/15		26/01/15	7				- cash -
	26/01/15	2/02/15	7				Fresenius	100	1,703	EUR	50.280	50.430		0.150	0	85,901	17
2/02/15		9/02/15	7				- cash -
	9/02/15	9/03/15	28				Terumo	100	11,199	JPY	7.670	8.193		0.523	7	91,752	136
9/03/15		30/03/15	21				- cash -
	30/03/15	27/04/15	28				Drägerwerk	100	789	EUR	116.150	121.200		5.050	4	95,737	74
27/04/15		3/08/15	98				- cash -
	3/08/15	17/08/15	14				Fresenius	100	1,466	EUR	65.280	65.540		0.260	0	96,118	11
17/08/15		24/08/15	7				- cash -
short	24/08/15	26/10/15	63				Stratec	33	767	EUR	41.760	50.200	33.320	-8.440	-20	89,644	-73
							Sonova	33	261	CHF	122.600	134.900	110.300	-12.300	-10	86,434	-46
							Coloplast	33	74	DKK	431.700	488.300	375.100	-56.600	-13	82,246	-56
long	19/10/15		7				Gerresheimer	100	1,205	EUR	68.220	70.970		2.750	4	85,560	685
L/S	date buy	date sell	days				instrument	spl	pieces	Curr	prc buy	prc sell	ps short	prc diff	d %	asset	yield
26/10/15		2/11/15	7				- cash -
	2/11/15	21/12/15	49				Gerresheimer	100	1,192	EUR	71.740	70.640		-1.100	-2	84,248	-11
21/12/15		14/03/16	84				- cash -
	14/03/16	21/03/16	7				Terumo	100	8,399	JPY	10.030	9.785		-0.245	-2	82,191	-72
21/03/16		28/03/16	7				- cash -
short	28/03/16	25/04/16	28				Drägerwerk	33	471	EUR	58.130	57.270	59.003	0.873	2	82,602	21
							Express Scripts	33	405	USD	67.670	73.720	61.620	-6.050	-9	80,151	-71
							Illumina	33	180	USD	152.130	143.070	161.764	9.634	6	81,886	123
long	4/04/16		21				Fisher & Paykel HC	100	8,304	NZD	9.860	9.490		-0.370	-4	78,813	-49
25/04/16		16/05/16	21				- cash -
	16/05/16	13/06/16	28				Carl Zeiss Meditec	100	2,431	EUR	32.420	33.220		0.800	2	80,758	37
13/06/16		4/07/16	21				- cash -
	4/07/16	29/08/16	56				Carl Zeiss Meditec	100	2,234	EUR	36.140	33.000		-3.140	-9	73,743	-45
29/08/16		17/10/16	49				- cash -
short	17/10/16	13/03/17	147				Express Scripts	33	355	USD	69.220	67.470	71.015	1.795	3	74,380	7
							Illumina	33	174	USD	141.230	166.910	115.550	-25.680	-18	69,912	-39
							Getinge	33	156	SEK	156.700	156.100	157.302	0.602	0	70,006	1
long	16/01/17	6/02/17	21				Medigene	100	4,892	EUR	14.310	13.750		-0.560	-4	67,267	-50
	13/02/17	20/02/17	7				Medigene	100	4,975	EUR	13.520	12.800		-0.720	-5	63,685	-94
	27/02/17	6/03/17	7				Medigene	100	5,274	EUR	12.075	12.075		0.000	0	63,685	0
13/03/17		20/03/17	7				- cash -
	20/03/17	3/07/17	105				Medigene	100	5,278	EUR	12.065	11.305		-0.760	-6	59,673	-20
3/07/17		16/10/17	105				- cash -
short	16/10/17	29/01/18	105				Express Scripts	33	350	USD	56.810	81.920	31.700	-25.110	-44	50,885	-87
							Hologic	33	554	USD	35.900	43.750	28.050	-7.850	-22	46,536	-58
							Mediclinic	33	2,948	GBP	6.750	6.100	7.469	0.719	11	48,656	42
long	8/01/18	5/02/18	28				Intuitive Surgical	100	372	USD	130.620	133.000		2.380	2	49,542	27
5/02/18		14/05/18	98				- cash -
	14/05/18	18/06/18	35				Sartorius	100	382	EUR	129.600	123.800		-5.800	-4	47,326	-38
18/06/18		9/07/18	21				- cash -
	9/07/18	13/08/18	35				Ambu	100	218	DKK	216.600	261.800		45.200	21	57,180	622
13/08/18		20/08/18	7				- cash -
	20/08/18	10/09/18	21				Ambu	100	214	DKK	266.800	215.200		-51.600	-19	46,137	-98
10/09/18		29/10/18	49				- cash -
short	29/10/18	11/03/19	133				Drägerwerk	33	328	EUR	46.760	49.960	43.560	-3.200	-7	45,088	-18
							Dentsply Sirona	33	449	USD	34.320	48.690	19.950	-14.370	-42	38,636	-77
							Align Technology	33	70	USD	217.940	256.310	179.570	-38.370	-18	35,950	-41
L/S	date buy	date sell	days				instrument	spl	pieces	Curr	prc buy	prc sell	ps short	prc diff	d %	asset	yield
long	18/02/19	25/03/19	35				Carl Zeiss Meditec	100	465	EUR	77.250	77.650		0.400	1	36,136	6
25/03/19		15/04/19	21				- cash -
	15/04/19	22/04/19	7				Getinge	100	311	SEK	116.100	116.500		0.400	0	36,260	20
22/04/19		29/04/19	7				- cash -
	29/04/19	13/05/19	14				Getinge	100	277	SEK	130.700	132.250		1.550	1	36,689	36
13/05/19		29/07/19	77				- cash -
	29/07/19	5/08/19	7				Sartorius	100	192	EUR	190.400	172.500		-17.900	-9	33,253	-99
5/08/19		18/11/19	105				- cash -
	18/11/19	2/12/19	14				Eckert & Ziegler	100	735	EUR	45.200	48.700		3.500	8	35,825	599
2/12/19		9/12/19	7				- cash -
	9/12/19	30/12/19	21				Eckert & Ziegler	100	768	EUR	46.600	47.650		1.050	2	36,632	47
30/12/19		9/03/20	70				- cash -
short	9/03/20	12/08/24	1617				Fresenius	33	318	EUR	38.295	30.890	47.475	9.180	24	39,551	5
							Medigene	33	3,060	EUR	4.000	1.100	14.546	10.546	264	71,820	34
		29/06/20	112				NMC Health	33	1,301	GBP	9.384	9.384	9.384	0.000	0	71,820	0
long	11/05/20	15/06/20	35				Ambu	100	342	DKK	209.800	216.600		6.800	3	74,146	39
	22/06/20	13/07/20	21				Ambu	100	326	DKK	227.000	233.700		6.700	3	76,330	66
	10/08/20	17/08/20	7				Sartorius	100	229	EUR	332.200	350.800		18.600	6	80,589	1,613
	16/11/20	23/11/20	7				Align Technology	100	176	USD	457.170	476.580		19.410	4	84,005	774
	8/02/21	22/02/21	14				Align Technology	100	139	USD	602.440	579.540		-22.900	-4	80,822	-64
	19/04/21	7/06/21	49				Eckert & Ziegler	100	1,071	EUR	75.450	91.500		16.050	21	98,012	321
	5/07/21	19/07/21	14				Eckert & Ziegler	100	1,008	EUR	97.200	102.500		5.300	5	103,354	299
	26/07/21	9/08/21	14				Eckert & Ziegler	100	949	EUR	108.900	121.000		12.100	11	114,837	1,459
short	20/12/21	6/02/23	413				Drägerwerk	33	727	EUR	52.600	42.050	65.797	13.197	25	124,431	22
							Medigene	33	13,733	EUR	2.790	2.140	3.637	0.847	30	136,069	26
							Ambu	33	237	DKK	161.350	102.200	254.734	93.384	58	158,201	50
long	15/08/22	22/08/22	7				LTC Properties	100	3,549	USD	44.570	44.760		0.190	0	158,875	25
	21/11/22	19/12/22	28				EssilorLuxottica	100	908	EUR	174.850	171.750		-3.100	-2	156,060	-21
	13/02/23	27/02/23	14				Eckert & Ziegler	100	2,774	EUR	56.250	54.200		-2.050	-4	150,374	-62
	22/05/23	29/05/23	7				Gerresheimer	100	1,441	EUR	104.300	103.500		-0.800	-1	149,221	-33
short	21/08/23	12/02/24	175				Stratec	33	1,002	EUR	49.600	43.150	57.014	7.414	15	156,650	34
L/S	date buy	date sell	days				instrument	spl	pieces	Curr	prc buy	prc sell	ps short	prc diff	d %	asset	yield
							Orpea	33	28	EUR	1,750.000	13.200	232,007.576	230,257.576	13,158	6,603,862	> 999,999
							Pacific Edge	33	455,147	NZD	0.111	0.097	0.127	0.016	14	6,611,144	32
long	11/12/23	22/01/24	42				Cochlear	100	23,035	AUD	287.000	298.960		11.960	4	6,886,643	43
	12/02/24	19/02/24	7				Intuitive Surgical	100	18,021	USD	382.130	378.630		-3.500	-1	6,823,569	-38
accum	27/02/06	19/02/24	4783	days out of 7429 invested (64%)										68,136		6,823,569	65

instrument	L/S	date buy	date sell	days	prc buy	prc sell	ps short	prc diff	d %	spl	di %	total
Orpea	short	21/08/23	12/02/24	175	1,750.00	13.20	232,007.58	230,257.58	13,157.58	33	4,385.85	4,385.85
Illumina	long	27/02/06	27/03/06	28	12.60	13.46		0.86	6.83	100	6.83
	long	3/04/06	17/04/06	14	11.69	12.53		0.84	7.19		7.19
	long	11/09/06	18/09/06	7	16.38	17.84		1.46	8.91		8.91
	long	2/10/06	27/11/06	56	16.48	18.93		2.45	14.87		14.87
	long	11/12/06	18/12/06	7	20.61	19.98		-0.63	-3.08		-3.08
	long	12/05/08	19/05/08	7	39.81	39.52		-0.29	-0.73		-0.73
	long	25/08/08	22/09/08	28	44.99	41.51		-3.48	-7.72		-7.72
	long	4/05/09	29/06/09	56	38.04	38.73		0.69	1.81		1.81
	long	20/12/10	14/02/11	56	64.57	73.76		9.19	14.23		14.23
	long	9/05/11	30/05/11	21	73.27	72.08		-1.19	-1.62		-1.62
	short	8/08/11	19/12/11	133	51.00	26.17	99.39	48.39	94.88	33	31.63
	long	6/05/13	27/05/13	21	66.23	71.62		5.39	8.14	100	8.14
	long	3/06/13	24/06/13	21	70.88	72.16		1.28	1.81		1.81
	long	1/07/13	8/07/13	7	76.27	74.33		-1.94	-2.54		-2.54
	long	19/08/13	26/08/13	7	77.69	79.73		2.04	2.63		2.63
	long	18/11/13	27/01/14	70	92.10	140.25		48.15	52.28		52.28
	long	3/02/14	3/03/14	28	151.01	172.98		21.97	14.55		14.55
	long	7/07/14	21/07/14	14	178.04	175.89		-2.15	-1.21		-1.21
	long	1/09/14	13/10/14	42	179.73	150.02		-29.71	-16.53		-16.53
	long	3/11/14	17/11/14	14	194.33	182.91		-11.42	-5.88		-5.88
	short	28/03/16	25/04/16	28	152.13	143.07	161.76	9.63	6.33	33	2.11
	short	17/10/16	13/03/17	147	141.23	166.91	115.55	-25.68	-18.18		-6.06	173.89
Intuitive Surgical	long	1/10/07	22/10/07	21	25.71	31.76		6.05	23.53	100	23.53
	long	10/08/09	2/11/09	84	25.57	27.38		1.81	7.08		7.08
	long	16/11/09	15/02/10	91	31.12	37.14		6.02	19.34		19.34
	long	3/10/11	10/10/11	7	38.75	42.15		3.40	8.77		8.77
	long	16/01/12	30/01/12	14	51.71	50.72		-0.99	-1.91		-1.91
	long	6/02/12	27/02/12	21	54.60	57.14		2.54	4.65		4.65
	long	8/01/18	5/02/18	28	130.62	133.00		2.38	1.82		1.82
	long	12/02/24	19/02/24	7	382.13	378.63		-3.50	-0.92		-0.92	77.83
instrument	L/S	date buy	date sell	days	prc buy	prc sell	ps short	prc diff	d %	spl	di %	total
Medigene	long	16/01/17	6/02/17	21	14.31	13.75		-0.56	-3.91		-3.91
	long	13/02/17	20/02/17	7	13.52	12.80		-0.72	-5.33		-5.33
	long	27/02/17	6/03/17	7	12.08	12.08		0.00	0.00		0.00
	long	20/03/17	3/07/17	105	12.07	11.31		-0.76	-6.30		-6.30
	short	9/03/20	12/08/24	1617	4.00	1.10	14.55	10.55	263.64	33	87.88
	short	20/12/21	6/02/23	413	2.79	2.14	3.64	0.85	30.37		10.12	76.36
Drägerwerk	short	28/01/08	4/05/09	462	40.00	19.50	82.05	42.05	105.13		35.04
	long	1/03/10	8/03/10	7	47.50	51.90		4.40	9.26	100	9.26
	long	5/04/10	10/05/10	35	50.86	51.00		0.14	0.28		0.28
	long	30/03/15	27/04/15	28	116.15	121.20		5.05	4.35		4.35
	short	28/03/16	25/04/16	28	58.13	57.27	59.00	0.87	1.50	33	0.50
	short	29/10/18	11/03/19	133	46.76	49.96	43.56	-3.20	-6.84		-2.28
	short	20/12/21	6/02/23	413	52.60	42.05	65.80	13.20	25.09		8.36	64.30
Eckert & Ziegler	long	18/11/19	2/12/19	14	45.20	48.70		3.50	7.74	100	7.74
	long	9/12/19	30/12/19	21	46.60	47.65		1.05	2.25		2.25
	long	19/04/21	7/06/21	49	75.45	91.50		16.05	21.27		21.27
	long	5/07/21	19/07/21	14	97.20	102.50		5.30	5.45		5.45
	long	26/07/21	9/08/21	14	108.90	121.00		12.10	11.11		11.11
	long	13/02/23	27/02/23	14	56.25	54.20		-2.05	-3.64		-3.64	50.84
Ambu	long	9/07/18	13/08/18	35	216.60	261.80		45.20	20.87		20.87
	long	20/08/18	10/09/18	21	266.80	215.20		-51.60	-19.34		-19.34
	long	11/05/20	15/06/20	35	209.80	216.60		6.80	3.24		3.24
	long	22/06/20	13/07/20	21	227.00	233.70		6.70	2.95		2.95
	short	20/12/21	6/02/23	413	161.35	102.20	254.73	93.38	57.88	33	19.29	23.61
Coloplast	long	16/07/12	23/07/12	7	230.20	229.80		-0.40	-0.17	100	-0.17
	long	30/07/12	13/08/12	14	229.80	234.40		4.60	2.00		2.00
	long	10/09/12	22/10/12	42	234.00	255.60		21.60	9.23		9.23
	long	24/12/12	21/01/13	28	277.00	288.70		11.70	4.22		4.22
	short	24/08/15	26/10/15	63	431.70	488.30	375.10	-56.60	-13.11	33	-4.37	10.86
instrument	L/S	date buy	date sell	days	prc buy	prc sell	ps short	prc diff	d %	spl	di %	total
Fresenius	long	26/01/15	2/02/15	7	50.28	50.43		0.15	0.30	100	0.30
	long	3/08/15	17/08/15	14	65.28	65.54		0.26	0.40		0.40
	short	9/03/20	12/08/24	1617	38.30	30.89	47.48	9.18	23.97	33	7.99	8.74
Pacific Edge	short	21/08/23	12/02/24	175	0.11	0.10	0.13	0.02	14.41		4.80	4.80
Stratec	long	22/01/07	29/01/07	7	24.19	26.24		2.05	8.47	100	8.47
	long	5/02/07	19/02/07	14	26.40	26.85		0.45	1.70		1.70
	long	30/04/07	21/05/07	21	26.80	25.31		-1.49	-5.56		-5.56
	short	28/01/08	4/05/09	462	17.60	15.15	20.45	2.85	16.17	33	5.39
	long	8/12/14	19/01/15	42	48.00	46.55		-1.45	-3.02	100	-3.02
	short	24/08/15	26/10/15	63	41.76	50.20	33.32	-8.44	-20.21	33	-6.74
	short	21/08/23	12/02/24	175	49.60	43.15	57.01	7.41	14.95		4.98	4.26
Terumo	long	9/02/15	9/03/15	28	7.67	8.19		0.52	6.81	100	6.81
	long	14/03/16	21/03/16	7	10.03	9.79		-0.24	-2.44		-2.44	4.20
Cochlear	long	11/12/23	22/01/24	42	287.00	298.96		11.96	4.17		4.17	4.17
Ramsay Health Care	long	25/02/13	15/04/13	49	30.58	31.77		1.19	3.89		3.89	3.89
Mediclinic	short	16/10/17	29/01/18	105	6.75	6.10	7.47	0.72	10.66	33	3.55	3.55
Getinge	short	17/10/16	13/03/17	147	156.70	156.10	157.30	0.60	0.38		0.13
	long	15/04/19	22/04/19	7	116.10	116.50		0.40	0.34	100	0.34
	long	29/04/19	13/05/19	14	130.70	132.25		1.55	1.19		1.19	1.66
Gerresheimer	long	19/10/15	26/10/15	7	68.22	70.97		2.75	4.03		4.03
	long	2/11/15	21/12/15	49	71.74	70.64		-1.10	-1.53		-1.53
	long	22/05/23	29/05/23	7	104.30	103.50		-0.80	-0.77		-0.77	1.65
LTC Properties	long	15/08/22	22/08/22	7	44.57	44.76		0.19	0.43		0.43	0.43
NMC Health	short	9/03/20	29/06/20	112	9.38	9.38	9.38	0.00	0.00	33	0.00	0.00
EssilorLuxottica	long	21/11/22	19/12/22	28	174.85	171.75		-3.10	-1.77	100	-1.77	-1.77
instrument	L/S	date buy	date sell	days	prc buy	prc sell	ps short	prc diff	d %	spl	di %	total
Carl Zeiss Meditec	short	28/01/08	4/05/09	462	10.50	9.29	11.87	1.37	13.02	33	4.34
	long	16/05/16	13/06/16	28	32.42	33.22		0.80	2.47	100	2.47
	long	4/07/16	29/08/16	56	36.14	33.00		-3.14	-8.69		-8.69
	long	18/02/19	25/03/19	35	77.25	77.65		0.40	0.52		0.52	-1.87
Fisher & Paykel HC	short	8/08/11	19/12/11	133	2.30	2.39	2.21	-0.09	-3.91	33	-1.30
	long	4/04/16	25/04/16	21	9.86	9.49		-0.37	-3.75	100	-3.75	-5.01
Align Technology	short	29/10/18	11/03/19	133	217.94	256.31	179.57	-38.37	-17.61	33	-5.87
	long	16/11/20	23/11/20	7	457.17	476.58		19.41	4.25	100	4.25
	long	8/02/21	22/02/21	14	602.44	579.54		-22.90	-3.80		-3.80	-5.60
Hologic	short	16/10/17	29/01/18	105	35.90	43.75	28.05	-7.85	-21.87	33	-7.29	-7.29
Sartorius	long	14/05/18	18/06/18	35	129.60	123.80		-5.80	-4.48	100	-4.48
	long	29/07/19	5/08/19	7	190.40	172.50		-17.90	-9.40		-9.40
	long	10/08/20	17/08/20	7	332.20	350.80		18.60	5.60		5.60	-8.61
Dentsply Sirona	short	29/10/18	11/03/19	133	34.32	48.69	19.95	-14.37	-41.87	33	-13.96	-13.96
Express Scripts	short	28/03/16	25/04/16	28	67.67	73.72	61.62	-6.05	-8.94		-2.98
	short	17/10/16	13/03/17	147	69.22	67.47	71.02	1.80	2.59		0.86
	short	16/10/17	29/01/18	105	56.81	81.92	31.70	-25.11	-44.20		-14.73	-16.56
Sonova	short	8/08/11	19/12/11	133	63.55	90.90	36.20	-27.35	-43.04		-14.35
	short	24/08/15	26/10/15	63	122.60	134.90	110.30	-12.30	-10.03		-3.34	-17.21

Annotations

28/03/24	Sysmex			stock split 1:3 (three for one)
	Terumo			stock split 1:2 (two for one)
25/03/24	Orpea			reverse split 1,000:1 (one for one thousand)
20/04/22	Straumann			stock split 1:10 (ten for one)
5/10/21	Intuitive Surgical			stock split 1:3 (three for one)
2/01/18	HealthSouth			renames herself Encompass Health Corporation and gets new IDs and ticker
16/12/16	Medigene			return
13/06/16	Sartorius			stock split 1:4 (four for one)
25/01/16	HealthSouth			recording started

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