HUDSON EXECUTIVE CAPITAL LP
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NEW YORK NY
Investment Advisor
Hedge Fund
Activist Investor
Hudson Executive Capital is based out of New York. Hudson Executive Capital is a hedge fund with 9 clients and discretionary assets under management (AUM) of $1,148,886,000 (Form ADV from 2024-11-20). Their last reported 13F filing for Q3 2024 included $391,600,485 in managed 13F securities
and a top 10 holdings concentration of 100.0%. Hudson Executive Capital's largest holding is Deutsche Bank AG with shares held of 17,111,575. Whalewisdom has at least 41 13F filings, 56 13D filings, and 20 Form 4 filings
Business Description
Hudson Executive is an investment advisor registered with the SEC, founded in January 2015. They primarily operate from remote locations but have offices in New York City. Hudson Executive focuses on value-oriented opportunities where operational improvements or strategic transactions can unlock value through their "Constructive Engagement®" approach. They provide discretionary investment advisory services to pooled investment vehicles operating as private investment funds, which are organized as domestic or foreign limited partnerships or corporations. As of December 31, 2023, Hudson Executive had approximately $1,148,886,000 in regulatory assets under management in these Client Funds.
Hudson Executive has an Advisory Board comprised of advisors who provide non-binding strategic and operational advice. While these advisors often provide general strategic advice and investment insight, they do not participate in the analysis of every issuer considered for investment or participate in any investment decisions. They do not manage or control Hudson Executive or any clients and are not fiduciaries to Hudson Executive, its clients, or any Client Fund's Investors. The Advisory Board Members are not responsible for monitoring any client's portfolio and are under no obligation to provide any information or insight with respect to any specific investment.
Investment Strategy
Hudson Executive primarily invests in North America, focusing on companies whose securities prices can be improved through operational improvement or strategic catalysts. They aim to acquire sufficient securities at attractive prices, avoiding anti-takeover and regulatory obstacles while aggregating their positions. The success of their strategy hinges on the willingness of portfolio companies' boards, management, and security holders to engage constructively with Hudson Executive and respond positively to their proposals, ultimately leading to an increase in the market price of the company's securities.
However, there are several risks associated with this strategy. These include opposition from the subject company's board, management, or security holders, intervention by regulators or governmental agencies, defensive strategies employed by the subject company, market conditions causing price fluctuations, and the presence of corporate governance mechanisms that may hinder the implementation of the strategy.
Owners
- BRAUNSTEIN, DOUGLAS, LEE - FOUNDING PARTNER
- MOSBERG, IRA, SETH - CHIEF COMPLIANCE OFFICER, CHIEF FINANCIAL OFFICER & CHIEF OPERATING OFFICER
- HEC MANAGEMENT GP LLC - GENERAL PARTNER
- HEC MANAGER PROFIT SHARE LLC - LIMITED PARTNER
- BRAUNSTEIN, SAMARA, H. - TRUSTEE OF BRAUNSTEIN 2015 TRUST
- BRAUNSTEIN 2015 TRUST - LIMITED PARTNER Click on the Ownership/Private Fund Data tab for more details.
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Other Contact Information
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2024-09-30
Top Buys (13F)
Name | % Change |
---|---|
LSYN Liberated Syndicatio | -0.05% |

2024-09-30
Top Sells (13F)
Name | % Change |
---|

2024-09-30
13F Holdings Summary
Name | $ Change |
---|---|
DB Deutsche Bank AG | 75.39% |
CTLP Cantaloupe Inc | 17.52% |
TALK Talkspace Inc | 5.23% |
LSYN Liberated Syndicatio | 1.86% |

2024-09-30
13F Activity
Market Value | $392m, Prior: $367m |
Inflows (Outflows) as % of Total MV | (-0.6483)% |
New Purchases | 0 stocks |
Added To | 1 stocks |
Sold out of | 0 stocks |
Reduced holdings in | 1 stocks |
Top 10 Holdings % | 100% |
Turnover %[1] | 0% |
Turnover Alt %[2] | 0.07% |
Time Held Top 20 | 18 quarters |
Time Held Top 10 | 18 quarters |
Time Held All | 18 quarters |
[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.
[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

2024-09-30
13F Sector Allocation Over Time
limited to past 4 quarters. Subscribe to see all available data

2024-09-30
Analysis

Top 20 equal-weighted holdings. Performance numbers calculated through 2024-09-30