Orbimed Advisors LLC Q3 2022 vs. Q4 2022: An In-Depth Comparison of 13F Holdings

As the fourth quarter of 2022 comes to an end, investors and analysts are eagerly anticipating the release of 13F filings to gain insights into the latest changes in holdings of top fund managers. One such fund manager, Orbimed Advisors LLC, has recently released their Q3 2022 and Q4 2022 13F holdings. In this article, we will compare and analyze Orbimed's portfolio changes.

UnitedHealth Group Inc. Is Orbimed's Top Buy

Orbimed Advisors LLC has increased its holdings of UnitedHealth Group Inc. significantly, with a 49.5% increase in shares over the reporting period, making it the largest buy. UnitedHealth Group Inc. is a diversified healthcare company that operates in the managed care, health insurance, and healthcare information technology industries.

Humana Inc. And Boston Scientific Corp. Also See Significant Increases

In addition to UnitedHealth Group Inc., Orbimed Advisors LLC has also increased holdings of Humana Inc. and Boston Scientific Corp. by 5.6% and 19.5%, respectively. Humana is a health insurance company that provides healthcare services for individuals, while Boston Scientific is a medical technology company that specializes in the development of medical devices.

Moderna Inc. Is Orbimed's Latest Entry

Orbimed Advisors LLC has also made a new entry into Moderna Inc. with 82,550 shares reported in Q4 2022. Moderna Inc. is a biotechnology company that develops therapeutics and vaccines based on messenger RNA.

Pfizer Inc. And Vertex Pharmaceuticals Inc. Decline

On the other hand, Orbimed Advisors LLC has decreased its holdings of Pfizer Inc. by 37.2% and Vertex Pharmaceuticals Inc. by 27.4%. Pfizer Inc. is a multinational pharmaceutical corporation that specializes in the development of vaccines and pharmaceuticals. Vertex Pharmaceuticals Inc. is a biopharmaceutical company that specializes in the treatment of cystic fibrosis and other serious diseases.

Conclusion

In conclusion, Orbimed Advisors LLC's Q3 2022 and Q4 2022 13F filings provide interesting insights into their investment strategy. The increase in holdings of UnitedHealth Group Inc., Humana Inc., and Boston Scientific Corp. indicates a bullish outlook on the healthcare industry. Meanwhile, the decrease in holdings of Pfizer Inc. and Vertex Pharmaceuticals Inc. may suggest a shift in investment focus. It will be interesting to see how these portfolio changes play out in the coming months.