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ORBIMED ADVISORS LLC

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NEW YORK NY Investment Advisor Hedge Fund Activist Investor
13F Summary

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Equal-WT
WhaleScore 2.0 ?

85

S&P 500
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WhaleScore 1.0 ?

Orbimed Advisors is based out of New York. Orbimed Advisors is a hedge fund with 31 clients and discretionary assets under management (AUM) of $17,339,330,000 (Form ADV from 2025-03-26). Their last reported 13F filing for Q1 2025 included $4,194,646,405 in managed 13F securities and a top 10 holdings concentration of 47.69%. Orbimed Advisors's largest holding is Sinovac Biotech Ltd with shares held of 2,718,735. Whalewisdom has at least 104 13F filings, 479 13D filings, 716 13G filings, and 279 Form 4 filings
Business Description
OrbiMed utilizes research products and services obtained through client commission arrangements (CCAs) to assist in providing investment advisory services. These arrangements allow OrbiMed to obtain products and services within the safe harbor of Section 28(e) of the U.S. Securities Exchange Act of 1934, including industry publications, company research, economic forecasts, access to market information, and research software. OrbiMed does not receive economic benefits from non-clients for providing investment advice. However, OrbiMed does pay solicitors who refer potential investors for OrbiMed client funds, benefiting from increased management fees and performance-based compensation as assets under management grow.
Investment Strategy
OrbiMed employs investment strategies focused on the global healthcare sector, seeking long-term capital appreciation. These strategies involve investments in various instruments, including U.S. and non-U.S. equities (both long and short positions), privately placed securities, debt securities, royalty bonds, currencies, PIPEs, ETFs, index options, and derivatives. OrbiMed aims for diversification within the healthcare sector and attractive risk-adjusted returns through a disciplined investment style. Specific strategies include long-term investments, where OrbiMed identifies and purchases undervalued securities with the intention of holding them to maximize long-term value, potentially foregoing short-term gains. Another strategy is long/short investing, which relies on identifying and purchasing undervalued securities while simultaneously selling short overvalued securities. The success of these strategies depends on OrbiMed's ability to accurately identify investment opportunities and manage the risks associated with market fluctuations and valuation model inaccuracies.
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2025-03-31

Top Buys (13F)

2025-03-31

Top Sells (13F)

Name % Change
SRPT Sarepta Therapeutics 2.41%
MRK Merck & Co Inc 1.7%
BIIB Biogen Inc 1.6%
UHS Universal Health Ser 0.99%
ISRG Intuitive Surgical I 0.88%

2025-03-31

13F Holdings Summary

Name $ Change
SVA Sinovac Biotech Ltd 7.96%
EWTX Edgewise Therapeutic 7.88%
BSX Boston Scientific Co 6.77%
LLY Lilly(Eli) & Co 6.65%
ELVN Enliven Therapeutics 3.73%

2025-03-31

13F Activity

Market Value $4.19b, Prior: $4.86b
Inflows (Outflows) as % of Total MV (-2.9558)%
New Purchases 13 stocks
Added To 16 stocks
Sold out of 21 stocks
Reduced holdings in 22 stocks
Top 10 Holdings % 47.69%
Turnover %[1] 25.76%
Turnover Alt %[2] 12.18%
Time Held Top 20 5.25 quarters
Time Held Top 10 5.9 quarters
Time Held All 11.23 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.

2025-03-31

13F Sector Allocation Over Time

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2025-03-31

Analysis

Top 20 equal-weighted holdings. Performance numbers calculated through 2025-03-31

Portfolio Performance