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Sivik Global Healthcare LLC

CIK:0001596452
Hedge Fund
$337M AUM
44 holdings
Greenwich, CT, United States
Founded:2013
10 employees
Latest filing:Sep 30, 2025

Sivik Global Healthcare LLC is a hedge fund headquartered in Greenwich, Connecticut. The firm specializes in investing in the global healthcare sector. Founded in 2013, Sivik Global Healthcare manages assets for institutional investors and other qualified clients. The firm typically files quarterly holdings reports with the SEC, demonstrating ongoing investment management operations.

Investment Strategy

Sivik Global Healthcare LLC employs a long/short equity strategy focused exclusively on the global healthcare sector. The fund primarily invests in companies involved in biotechnology, pharmaceuticals, medical devices, and healthcare services. Their approach involves fundamental research with an emphasis on identifying both undervalued and overvalued securities across the healthcare industry.

Top Buys
T
TMOTHERMO FISHER SCIENTIFIC INC.
+$6.8M
V
VRTXVERTEX PHARMACEUTICALS INC.
+$5.5M
J
JNJJOHNSON&JOHNSON
+$4.6M
A
ABBVABBVIE INC
+$4.6M
X
XBISPDR S&P BIOTECH ETF
+$4.3M
Top Sells
T
THCTENET HEALTHCARE
-$7.9M
N
NVONOVO-NORDISK A/S
-$6.9M
W
WATWATERS CORP
-$6.3M
G
GILDGILEAD SCIENCES INC
-$5.5M
M
MCKMCKESSON CORP
-$4.1M

Top Holdings

X
XBISPDR S&P BIOTECH ETF
+7.3%$25.1M
L
LLYELI LILLY & CO
+2.2%$7.6M
H
HCAHCA HEALTHCARE INC
+2.1%$7.2M
T
THCTENET HEALTHCARE
+2.1%$7.1M
D
DHRDANAHER CORP
+2.0%$6.9M

Equity Positions (34)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
X
XBI
SPDR S&P BIOTECH ETF7.29%$25.1M250,000$95.26$100.20+$4.3M
L
LLY
ELI LILLY & CO2.22%$7.6M10,000$413.99$763.00-$945.0K
H
HCA
HCA HEALTHCARE INC2.11%$7.2M17,000$258.15$426.20-$2.3M
T
THC
TENET HEALTHCARE2.07%$7.1M35,000$86.80$203.04-$7.9M
D
DHR
DANAHER CORP2.02%$6.9M35,000$180.36$198.26-$963.0K

Industry Allocation

PHARMACEUTICAL PREPARATIONS
+8.0%
SERVICES-GENERAL MEDICAL & SURGICAL HOSPITALS, NEC
+7.2%
ORTHOPEDIC, PROSTHETIC & SURGICAL APPLIANCES & SUPPLIES
+4.5%
HOSPITAL & MEDICAL SERVICE PLANS
+4.3%
SURGICAL & MEDICAL INSTRUMENTS & APPARATUS
+3.4%