Equal-WT
WhaleScore 2.0
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ORBIMED ADVISORS LLC
NEW YORK NY
Investment Advisor
Hedge Fund
Activist Investor
Orbimed Advisors is based out of New York. Orbimed Advisors is a hedge fund with 31 clients and discretionary assets under management (AUM) of $18,211,070,000 (Form ADV from 2024-03-27). Their last reported 13F filing for Q4 2024 included $4,861,409,522 in managed 13F securities
and a top 10 holdings concentration of 44.28%. Orbimed Advisors's largest holding is Edgewise Therapeutics Inc with shares held of 15,021,721. Whalewisdom has at least 103 13F filings, 468 13D filings, 710 13G filings, and 269 Form 4 filings
Business Description
OrbiMed provides investment advisory services to its clients. They utilize arrangements to obtain products and services within the safe harbor of Section 28(e) of the U.S. Securities Exchange Act of 1934, as amended (the “Exchange Act”), and related regulatory guidance, as well as in compliance with OrbiMed’s policies and any applicable client guidelines. These products and services may include: industry publications and periodicals; specific company research, analyses and recommendations, including as provided by physicians, medical researchers, attorneys or other consultants; economic forecasts; access to industry/market information and legal and regulatory filings; and research and modeling-related software.
OrbiMed does not receive economic benefits from non-clients for providing investment advice and other advisory services. However, OrbiMed pays solicitors who refer potential investors for OrbiMed client funds. In such cases, OrbiMed will benefit when such investors are referred because its management fees are generally based upon a percentage of the relevant fund’s assets and its performance-based compensation is generally based upon a percentage of net profits on such assets. Accordingly, the more assets OrbiMed has under management for a given fund, the higher its management fee income and, potentially, its performance-based compensation.
Investment Strategy
OrbiMed primarily focuses on long-term capital appreciation through investments in companies within the global healthcare sector. This includes a variety of instruments such as U.S. and non-U.S. equities (both long and short), privately placed securities, debt securities, royalty bonds, currencies, PIPEs, ETFs, index options, and derivatives. OrbiMed aims to achieve diversification within the healthcare sector to generate attractive risk-adjusted returns.
OrbiMed also utilizes a long/short investment strategy, which involves identifying and purchasing undervalued securities while simultaneously identifying and selling short overvalued securities. This strategy requires careful analysis and carries inherent risks, as the perceived opportunities may not materialize, leading to potential losses. Market disruptions can also result in significant losses, forcing the closure of positions.
Owners
- GORDON, CARL, LEE - MEMBER
- NEILD, WILLIAM, CARTER - MEMBER
- STEVENS, CHARLES, SCOTLAND - MEMBER
- BONITA, DAVID, PAUL - MEMBER
- BORHO, SVEN, HEINZ - MEMBER
- COON, DOUGLAS, W. - CHIEF COMPLIANCE OFFICER
- HSU, GEOFFREY, CHE-CHANG - MEMBER
- COOPER, ALEXANDER, MATTHEW - GENERAL COUNSEL
- BLOCK III, SAM - CHIEF FINANCIAL OFFICER
- Rizzo, Matthew, Scott - MEMBER
- Thompson, Peter, Armstrong - MEMBER Click on the Ownership/Private Fund Data tab for more details.
Other Contact Information
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2024-12-31
Top Buys (13F)
Name | % Change |
---|---|
NBIX Neurocrine Bioscienc | 2% |
UPB Upstream Bio Inc | 1.93% |
EW Edwards Lifesciences | 1.74% |
CYTK Cytokinetics Inc | 0.8% |
ALNY Alnylam Pharmaceutic | 0.76% |

2024-12-31
Top Sells (13F)
Name | % Change |
---|---|
AMGN Amgen, Inc | 1.48% |
BIIB Biogen Inc | 1.26% |
MRK Merck & Co Inc | 1.02% |
ELV Elevance Health Inc | 1% |
REGN Regeneron Pharmaceut | 0.86% |

2024-12-31
13F Holdings Summary
Name | $ Change |
---|---|
EWTX Edgewise Therapeutic | 8.25% |
SVA Sinovac Biotech Ltd | 6.87% |
BSX Boston Scientific Co | 5.81% |
LLY Lilly(Eli) & Co | 5.36% |
ISRG Intuitive Surgical I | 4.31% |

2024-12-31
13F Activity
Market Value | $4.86b, Prior: $5.50b |
Inflows (Outflows) as % of Total MV | (-1.9655)% |
New Purchases | 24 stocks |
Added To | 23 stocks |
Sold out of | 24 stocks |
Reduced holdings in | 21 stocks |
Top 10 Holdings % | 44.28% |
Turnover %[1] | 33.57% |
Turnover Alt %[2] | 13.48% |
Time Held Top 20 | 5.55 quarters |
Time Held Top 10 | 5.1 quarters |
Time Held All | 10.54 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.

2024-12-31
13F Sector Allocation Over Time
limited to past 4 quarters. Subscribe to see all available data

2024-12-31
Analysis

Top 20 equal-weighted holdings. Performance numbers calculated through 2024-12-31