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INVUS FINANCIAL ADVISORS, LLC

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NEW YORK NY Investment Advisor Hedge Fund
13F Summary

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Equal-WT
WhaleScore 2.0 ?

85

S&P 500
WhaleScore ?

Subscription Required

Equal-WT
WhaleScore 1.0 ?

Invus Financial Advisors is based out of New York. Invus Financial Advisors is a hedge fund with 27 clients and discretionary assets under management (AUM) of $3,039,733,000 (Form ADV from 2023-07-31). Their last reported 13F filing for Q4 2023 included $127,783,146 in managed 13F securities and a top 10 holdings concentration of 100.0%. Invus Financial Advisors's largest holding is Ion Acquisition Corp 1 Ltd with shares held of 9,969,495. Whalewisdom has at least 17 13F filings

2023-12-31

Top Buys (13F)

Name % Change
IHS IHS Holding Ltd 5.14%

2023-12-31

Top Sells (13F)

Name % Change
NU Nu Holdings Ltd 25.37%

2023-12-31

13F Holdings Summary

Name $ Change
TBLA Ion Acquisition Corp 33.78%
RCUS Arcus Biosciences In 24.1%
CPNG Coupang Inc 17.43%
IHS IHS Holding Ltd 8.49%
ORIC ORIC Pharmaceuticals 7.25%

2023-12-31

13F Activity

Market Value $128m, Prior: $160m
New Purchases 0 stocks
Added To 1 stocks
Sold out of 1 stocks
Reduced holdings in 1 stocks
Top 10 Holdings % 100%
Turnover %[1] 14.29%
Turnover Alt %[2] 5.02%
Time Held Top 20 11.2857 quarters
Time Held Top 10 11.2857 quarters
Time Held All 11.29 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.

2023-12-31

13F Sector Allocation Over Time

2023-12-31

Analysis

Top 20 equal-weighted holdings. Performance numbers calculated through 2023-12-31

Portfolio Performance