0001085146-11-000833.txt : 20110808 0001085146-11-000833.hdr.sgml : 20110808 20110805213344 ACCESSION NUMBER: 0001085146-11-000833 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20110630 FILED AS OF DATE: 20110808 DATE AS OF CHANGE: 20110805 EFFECTIVENESS DATE: 20110808 FILER: COMPANY DATA: COMPANY CONFORMED NAME: ORACLE INVESTMENT MANAGEMENT INC CENTRAL INDEX KEY: 0001012622 IRS NUMBER: 133709517 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-05592 FILM NUMBER: 111015524 BUSINESS ADDRESS: STREET 1: 200 GREENWICH AVE STREET 2: 3RD FL CITY: GREENWICH STATE: CT ZIP: 06830 BUSINESS PHONE: 2126886262 MAIL ADDRESS: STREET 1: 200 GREENWICH AVE STREET 2: 3RD FL CITY: GREENWICH STATE: CT ZIP: 06830 13F-HR 1 oracle2q2011.txt ORACLE INVESTMENT MANAGEMENT INC UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 13F Form 13F COVER PAGE Report for the Calendar Year or Quarter Ended: June 30, 2011 Check here if Amendment [ ]; Amendment Number: This Amendment (Check only one.): [ ] is a restatement. [ ] adds new holdings entries. Institutional Investment Manager Filing this Report: Name: Oracle Investment Management, Inc. Address: 200 Greenwich Avenue Greenwich, CT 06830 13F File Number: 028-05592 The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form. Person Signing this Report on Behalf of Reporting Manager: Name: Aileen K. Wiate Title: CFO Phone: (203) 862-7900 Signature, Place, and Date of Signing: /s/ Aileen K. Wiate Greenwich, CT August 04, 2011 Report Type (Check only one.): [ X] 13F HOLDINGS REPORT. [ ] 13F NOTICE. [ ] 13F COMBINATION REPORT. FORM 13F SUMMARY PAGE Report Summary: Number of Other Included Managers: 0 Form 13F Information Table Entry Total: 36 Form 13F Information Table Value Total: $878,983,031 List of Other Included Managers: Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional managers with respect to which this report is filed, other than the manager filing this report. NONE FORM 13F INFORMATION TABLE VALUE SHARES/ SH/ PUT/ INVSTMT OTHER VOTING AUTHORITY NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) PRN AMT PRN CALL DSCRETN MANAGERS SOLE SHARED NONE ------------------------------ ---------------- --------- -------- -------- --- ---- ------- ------------ -------- -------- -------- ACCURAY INC COM 004397105 10644481 1328899 SH SOLE 1328899 0 0 ACORDA THERAPEUTICS INC COM 00484M106 66666031 2063325 SH SOLE 2063325 0 0 AGENUS INC COM 00847G101 2825073 3621888 SH SOLE 3621888 0 0 ALEXION PHARMACEUTICALS INC COM 015351109 40147536 853658 SH SOLE 853658 0 0 AMAG PHARMACEUTICALS INC COM 00163U106 2199600 117000 SH SOLE 117000 0 0 BIOGEN IDEC INC COM 09062X103 1366545 12781 SH SOLE 12781 0 0 CROSS CTRY HEALTHCARE INC COM 227483104 1596000 210000 SH SOLE 210000 0 0 DEXCOM INC COM 252131107 13287330 917000 SH SOLE 917000 0 0 ELAN PLC ADR 284131208 90581891 7966745 SH SOLE 7966745 0 0 EXELIXIS INC COM 30161Q104 1344000 150000 SH SOLE 150000 0 0 FOREST LABS INC COM 345838106 14949200 380000 SH SOLE 380000 0 0 GILEAD SCIENCES INC COM 375558103 20705000 500000 SH SOLE 500000 0 0 GTX INC DEL COM 40052B108 16946896 3537974 SH SOLE 3537974 0 0 HANSEN MEDICAL INC COM 411307101 5414057 1587700 SH SOLE 1587700 0 0 HCA HOLDINGS INC COM 40412C101 21169500 641500 SH SOLE 641500 0 0 HEALTH MGMT ASSOC INC NEW CL A 421933102 20496402 1901336 SH SOLE 1901336 0 0 HEALTH NET INC COM 42222G108 15695219 489100 SH SOLE 489100 0 0 KINDRED HEALTHCARE INC COM 494580103 27684942 1289471 SH SOLE 1289471 0 0 LADENBURG THALMAN FIN SVCS I COM 50575Q102 276000 200000 SH SOLE 200000 0 0 LIFEPOINT HOSPITALS INC COM 53219L109 14953923 382649 SH SOLE 382649 0 0 MAKO SURGICAL CORP COM 560879108 32825577 1104123 SH SOLE 1104123 0 0 MAP PHARMACEUTICALS INC COM 56509R108 18920410 1184747 SH SOLE 1184747 0 0 MASIMO CORP COM 574795100 24840676 836950 SH SOLE 836950 0 0 METABOLIX INC COM 591018809 5516400 772605 SH SOLE 772605 0 0 NXSTAGE MEDICAL INC COM 67072V103 18944701 909928 SH SOLE 909928 0 0 ONYX PHARMACEUTICALS INC COM 683399109 48180864 1364897 SH SOLE 1364897 0 0 OPKO HEALTH INC COM 68375N103 19976863 5413784 SH SOLE 5413784 0 0 PACIFIC BIOSCIENCES CALIF IN COM 69404d108 5779800 494000 SH SOLE 494000 0 0 PROGENICS PHARMACEUTICALS IN COM 743187106 2390940 333000 SH SOLE 333000 0 0 QUIDEL CORP COM 74838J101 46732100 3084627 SH SOLE 3084627 0 0 SKILLED HEALTHCARE GROUP INC CL A 83066R107 11375054 1202437 SH SOLE 1202437 0 0 TENET HEALTHCARE CORP COM 88033G100 97562313 15634986 SH SOLE 15634986 0 0 THORATEC CORP COM NEW 885175307 94850063 2890008 SH SOLE 2890008 0 0 TRANSITION THERAPEUTICS INC COM NEW 893716209 6858966 2219730 SH SOLE 2219730 0 0 VANGUARD HEALTH SYSTEMS INC 922036207 2231671 129975 SH SOLE 129975 0 0 WEBMD HEALTH CORP COM 94770V102 53047007 1163822 SH SOLE 1163822 0 0