ORBIMED ADVISORS LLC

HTTP://WWW.ORBIMED.COM NEW YORK, NY Investment Advisor Hedge Fund Activist Investor How do I update this listing?

Also known as:

  • BACTERIN INTERNATIONAL HOLDINGS INC
  • K KITZ INC

Orbimed Advisors is based out of New York. Orbimed Advisors is a hedge fund with 26-100 clients and discretionary assets under management (AUM) of $15,200,000,000 (Form ADV from 2017-05-25). Their last reported 13F filing for Q4 2017 included $7,905,721,000 in managed 13F securities and a top 10 holdings concentration of 34.65%. Orbimed Advisors's largest holding is BIOGEN INC with shares held of 1,230,700. Orbimed Advisors has met the qualifications for inclusion in our WhaleScore system. Whalewisdom has at least 75 13F filings, 191 13D filings, 449 13G filings, and 17 Form 4 filings

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12/31/2017

13F Sector Allocation Over Time

12/31/2017

13F Activity

  • Market Value $7.906 Billion
  • Prior Market Value $10.464 Billion
  • New Purchases13 stocks
  • Additional Purchases15 stocks
  • Sold out of23 stocks
  • Reduced holdings in60 stocks
  • Top 10 Holdings % 34.65 %
  • Turnover % [1]:27.27%
  • Turnover Alt % [2]: 35.20 %
  • Time Held Top20:6.20 quarters
  • Time Held Top10:6.70 quarters
  • Time Held All:10.43 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.

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2018-02-14

Performance for Q4 2017: 3.19%
Performance Last 4 Quarters: 7.04%
Performance Metrics
Stdev (5-yrs): Subscription required BETA (5-yrs): Subscription required ALPHA (3-yrs): Subscription required
Max Drawdown (all-years): Subscription required Annualized Perf (3-yrs): Subscription required Batting Avg vs S&P. (3-yrs): Subscription required
Sortino (3-yrs): Subscription required Stutzer (3-yrs): Subscription required Treynor (3-yrs): Subscription required
Sterling (3-yrs): Subscription required Calmar (3-yrs): Subscription required Information Ratio (3-yrs): Subscription required
Tracking Error (3 yrs): Subscription required Stdev Down (3-yrs): Subscription required Winning Months %: Subscription required
Losing Months %: Subscription required Best 12 Months: Subscription required Worst 12 Months: Subscription required
Efficiency Ratio (3-yrs): Subscription required Sharpe: Subscription required Stdev Sectors: Subscription required
Skewness (3-yrs): Subscription required Kurtosis (3-yrs): Subscription required Upside Potential (3-yrs): Subscription required

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13F Filings Available:
  • 2017-12-31 - 13F-HR (Subscription required)
  • 2017-09-30 - 13F-HR (Subscription required)
  • 2017-06-30 - 13F-HR (Subscription required)
  • 2017-03-31 - 13F-HR (Subscription required)
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View Last Form Adv Compilation Report on Record

ORBIMED ADVISORS LLC
Classified as Hedge Fund
601 LEXINGTON AVENUE 54TH FLOOR
NEW YORK NY    10022
Country: United States

Business Phone: 212-739-6400
Fax: 212-739-6444
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm,Investment advisor to an investment company
Form of Organization: Limited Liability Company
Organized in: DE
Number of employees: 96
Other Business Activities: commodity pool operator or commodity trading advisor
Advisor Fees/Compensation: Percentage of assets under management,Performance-based fees
Amount of client funds and securities: 11,600,000,000
Total Number of Clients: 25
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

Active Schedule 13D and 13G events

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Form 4 - Non-derivative Insider Transactions Since 12/31/2017

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ownership team - last updated 2017-05-25
Name Title Start Date Direct/Indirect % Ownership
ISALY, SAMUEL, DAVID MANAGING MEMBER 01/01/1998 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
ORBIMED ADVISORS LLC MANAGING MEMBER direct 1998-01-01
UBS EUCALYPTUS MANAGEMENT, L.L.C. PRESIDENT indirect 1998-01-01
UBS JUNIPER MANAGEMENT, L.L.C. PRESIDENT indirect 1998-01-01
ORBIMED ADVISORS INC PRESIDENT direct 1998-01-01
ORBIMED CAPITAL LLC MANAGING MEMBER direct 2000-02-01
ORBIMED CAPITAL II LLC MANAGING MEMBER direct 2002-03-01
ORBIMED ADVISORS, LLC MANAGING PARTNER direct 1998-01-01 2002-03-28
PW JUNIPER MANAGEMENT LLC PRESIDENT indirect 1998-01-01 2002-04-01
PW EUCALYPTUS MANAGEMENT LLC PRESIDENT indirect 1998-01-01 2003-02-20
BORHO, SVEN, HEINZ MEMBER 01/01/1998 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
ORBIMED ADVISORS INC TREASURER direct 1998-01-01
ORBIMED ADVISORS LLC MEMBER direct 1998-01-01
ORBIMED CAPITAL LLC MEMBER direct 1998-10-01
ORBIMED CAPITAL II LLC MEMBER direct 2002-03-01
ORBIMED ADVISORS, LLC PARTNER direct 1998-01-01 2002-03-28
ORBIMED CAPITAL LLC MEMBER direct 2000-02-01 2011-03-31
GORDON, CARL, LEE MEMBER 01/01/1998 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
ORBIMED ADVISORS, LLC MEMBER direct 1998-01-01
ORBIMED CAPITAL LLC MEMBER direct 1998-01-01
ORBIMED ADVISORS INC PRINCIPAL direct 1998-01-01
ORBIMED CAPITAL II LLC MEMBER direct 2002-03-01
ORBIMED ADVISORS, LLC PARTNER direct 1998-01-01 2002-03-28
ORBIMED CAPITAL LLC MEMBER direct 2000-02-01 2011-03-31
SILVERSTEIN, JONATHAN, TODD MEMBER 01/01/2005 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
ORBIMED ADVISORS, LLC MEMBER direct 2004-07-01
ORBIMED ADVISORS LLC MEMBER direct 2005-01-01
ORBIMED CAPITAL LLC MEMBER direct 2005-01-01
ORBIMED CAPITAL II LLC MEMBER direct 2005-01-01
NEILD, WILLIAM, CARTER MEMBER 01/01/2007 Direct less than 5%
Fund Name Position direct/indirect start date end date
ORBIMED ADVISORS, LLC MEMBER direct 2007-01-01
ORBIMED CAPITAL LLC MEMBER direct 2007-01-01
HSU, GEOFFREY, CHE-CHANG MEMBER 01/01/2010 Direct less than 5%
Fund Name Position direct/indirect start date end date
ORBIMED ADVISORS, LLC MEMBER direct 2010-01-01
ORBIMED CAPITAL LLC MEMBER direct 2010-01-01
COOPER, ALEXANDER, MATTHEW GENERAL COUNSEL 07/01/2010 Direct less than 5%
Fund Name Position direct/indirect start date end date
ORBIMED ADVISORS LLC GENERAL COUNSEL direct 2010-07-01
ORBIMED ADVISORS LLC GENERAL COUNSEL AND CHIEF COMPLIANCE OFFICER direct 2011-01-01
ORBIMED CAPITAL LLC GENERAL COUNSEL direct 2010-07-01
ORBIMED CAPITAL LLC GENERAL COUNSEL AND CHIEF COMPLIANCE OFFICER direct 2011-01-01
SOTIRIOU, EVAN, DEAN CHIEF FINANCIAL OFFICER 10/01/2011 Direct less than 5%
Fund Name Position direct/indirect start date end date
ORBIMED ADVISORS LLC CHIEF FINANCIAL OFFICER direct 2011-10-01
ORBIMED CAPITAL LLC CHIEF FINANCIAL OFFICER direct 2011-10-01
COON, DOUGLAS, W. CHIEF COMPLIANCE OFFICER 02/01/2016 Direct less than 5%
Fund Name Position direct/indirect start date end date
ORBIMED ADVISORS LLC CHIEF COMPLIANCE OFFICER direct 2016-02-01
ORBIMED CAPITAL LLC CHIEF COMPLIANCE OFFICER direct 2016-02-01

Private Funds

Name Country Fund Identification Number Fund Type Gross Asset Value Minimum Investment Other
ORBIMED ASIA PARTNERS III, L.P. Cayman Islands 805-8033855374 Other Private Fund FUND MEETS THE DEFINITION OF BOTH AND
ORBIMED GLOBAL HEALTHCARE MASTER FUND, L.P. Cayman Islands 805-7442600650 Hedge Fund 1,281,000,000 25,000,000 Master Fund
ORBIMED PARTNERS II, L.P. United States 805-1051414574 Hedge Fund 1,884,000,000 1,000,000
ORBIMED PARTNERS MASTER FUND LIMITED Bermuda 805-6802622809 Hedge Fund 2,147,000,000 1,000,000 Master Fund
ORBIMED ISRAEL PARTNERS II, L.P. Cayman Islands 805-5094083814 Other Private Fund FUND MEETS THE DEFINITION OF BOTH AND
ORBIMED PRIVATE INVESTMENTS V, LP United States 805-7934003414 Other Private Fund FUND MEETS THE DEFINITION OF BOTH AND .
ORBIMED PRIVATE INVESTMENTS II, LP United States 805-8183890941 Other Private Fund FUND MEETS THE DEFINITION OF BOTH AND Master Fund
ORBIMED PRIVATE INVESTMENTS II (QP), LP United States 805-6828245238 Other Private Fund FUND MEETS THE DEFINITION OF BOTH AND
ORBIMED PRIVATE INVESTMENTS III, LP United States 805-7940528577 Other Private Fund FUND MEETS THE DEFINITION OF BOTH AND
ORBIMED ASSOCIATES III, LP United States 805-3490939231 Other Private Fund FUND MEETS THE DEFINITION OF BOTH AND
ORBIMED PRIVATE INVESTMENTS IV, LP United States 805-2516138908 Other Private Fund FUND MEETS THE DEFINITION OF BOTH AND
ROYALTY OPPORTUNITIES S.ÀR.L. Luxembourg 805-5067248210 Hedge Fund 325,000,000 10,000,000 Master Fund
ORBIMED ASIA PARTNERS, L.P. Cayman Islands 805-2828173600 Other Private Fund FUND MEETS THE DEFINITION OF BOTH AND
ORBIMED ISRAEL PARTNERS LIMITED PARTNERSHIP Israel 805-3239961594 Other Private Fund FUND MEETS THE DEFINITION OF BOTH AND
ORBIMED ASIA PARTNERS II, L.P. Cayman Islands 805-4969310917 Other Private Fund FUND MEETS THE DEFINITION OF BOTH AND
ORBIMED ROYALTY OPPORTUNITIES II, LP United States 805-1819901255 Hedge Fund 1,054,000,000 750,000
ORBIMED PRIVATE INVESTMENTS VI, LP United States 805-2561535577 Other Private Fund FUND MEETS THE DEFINITION OF BOTH AND

WhaleScore history for ORBIMED ADVISORS LLC

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**EXPERIMENTAL** Current International Short Positions

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Holder Issuer Net Short Position Position Date Origin

Short Position History (last 100)

Holder Net Short Position Position Date Origin
OrbiMed Capital LLC Sumitomo Dainippon Pharma Co.,Ltd. 0.5599999999999999% 2018-02-20 Japan
OrbiMed Capital LLC TSUMURA & CO. 0.48% 2017-05-11 Japan
OrbiMed Advisors LLC TSUMURA & CO. 0.48% 2017-05-01 Japan
OrbiMed Capital LLC TSUMURA & CO. 0.54% 2017-05-01 Japan
OrbiMed Capital LLC TSUMURA & CO. 0.38999999999999996% 2017-04-20 Japan
OrbiMed Capital LLC TSUMURA & CO. 1.4000000000000001% 2016-07-11 Japan
OrbiMed Advisors LLC TSUMURA & CO. 1.18% 2016-07-11 Japan
OrbiMed Capital LLC TSUMURA & CO. 0.8% 2016-07-11 Japan

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