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Twin Capital Management Inc Q3 2022 vs. Q4 2022 13F Holdings Comparison

Ava Hoppe | 8 May, 2023

Investment management is an ever-evolving landscape, and while some strategies endure, others fall out of favor due to shifting market conditions and trends. To stay ahead of the game, fund managers need to keep a close eye on their 13F filings, which detail their quarterly holdings. In this article, we'll dive into Twin Capital Management Inc's Q3 2022 vs. Q4 2022 13F holdings comparison. We'll take a closer look at the changes in their top holdings, notable shifts in the portfolio, and what it could mean for the future of the fund.

Twin Capital Management Inc is a New York-based hedge fund founded in 1988 by David Simon. The firm manages over $6.7 billion in assets and specializes in long/short equity investments. The fund follows a fundamental approach to investing in the technology, healthcare, and consumer sectors, among others.

In Q3 2022, Twin Capital Management's top five holdings were Apple Inc (AAPL), Alphabet Inc (GOOGL), Inc (AMZN), Microsoft Corp (MSFT), and Johnson & Johnson (JNJ). These stocks accounted for 38.7% of the fund's total portfolio. However, in Q4 2022, the fund made some significant adjustments to its holdings.

The largest increase came in Apple Inc, where the fund added 45,441 shares, representing an 8.2% increase over the previous quarter. Twin Capital also increased its holdings in Microsoft Corp by 1.2%, adding 1,998 shares. Conversely, the fund decreased its holdings in Alphabet Inc by 9.8%, selling 4,555 shares and reducing its total position to 204,701 shares.

In the consumer sector, Twin Capital Management reduced its position in Inc by 27.3%, selling 39,009 shares. The fund also decreased its holdings in Procter & Gamble Co (PG) and PepsiCo Inc (PEP) by 15.1% and 11.7%, respectively. These moves suggest that the fund may be taking a bearish stance on the consumer sector.

In the healthcare sector, the fund increased its holdings in Merck & Co Inc (MRK) by 26.2%, adding 1,721 shares. It also increased its position in Abbvie Inc (ABBV) by 22.1%, adding 357 shares. However, the fund reduced its holdings in Eli Lilly & Co (LLY) by 11.4%, selling 295 shares.

Notably, Twin Capital Management initiated a new position in Broadcom Inc (AVGO) in Q4 2022, purchasing 9,305 shares. The fund also bought 33,866 shares of AutoData Processing Inc (ADP) and 13,566 shares of Alexandria Real Estate Equities Inc (ARE).

In summary, Twin Capital Management Inc made several significant adjustments to its portfolio in Q4 2022. The fund increased its positions in Apple Inc and Microsoft Corp and initiated new positions in Broadcom Inc, AutoData Processing Inc, and Alexandria Real Estate Equities Inc. At the same time, the fund reduced its holdings in Alphabet Inc, Inc, Procter & Gamble Co, and PepsiCo Inc. These changes suggest that Twin Capital Management is taking a cautious approach to the consumer sector while increasing its exposure to technology and healthcare.

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