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Wellesley Asset Management Q3 to Q4 2022 13F Holdings Comparison: Winners and Losers

Ava Hoppe | 6 May, 2023

Wellesley Asset Management is one of the world's largest asset managers, and its 13F filings provide valuable insights into the fund's recent investment decisions. In this article, we will explore the changes in holdings of top-performing and underperforming stocks between Q3 2022 and Q4 2022.

Let's start with the winners. One of the biggest gainers in Wellesley Asset Management's portfolio was LRN, with a staggering 17.8% increase in shares. The company is a leading provider of K-12 education programs and has gained considerable momentum in the pandemic era. Another company that made it to Wellesley's list of winners is IMAX, a giant in the entertainment industry known for its immersive cinematic experiences. IMAX saw a 17.9% increase in shares in Q4 2022.

Moving on to the losers, CHGG witnessed the biggest drop in shares amongst all holdings, with a 22.7% decrease in Q4 2022. The e-learning platform was one of the top-performing stocks in the pandemic era, but has been struggling lately due to intense competition and high valuations. Another company that saw a significant drop in shares was NUVA, a medical device company specializing in spinal surgery. The company saw its shares decrease by 16% in Q4 2022.

Wellesley Asset Management also made several new additions to its portfolio. LITE, a leading provider of fiber optic solutions, saw a massive 369.5% increase in shares in Q4 2022. The company is known for its laser communication technology which provides high-speed data transmission for cloud and data centers. Another company that made it to Wellesley's list of new additions is HOPE Bancorp, a financial holding company that provides commercial banking services to small businesses and entrepreneurs. HOPE saw a 37.5% increase in shares in Q4 2022.

On the other hand, Wellesley Asset Management sold off several positions in Q4 2022. These include WGO, a manufacturer of motorhomes and towable travel trailers, which saw an 88.8% decrease in shares. Another notable sell-off was Z, an e-commerce platform that connects shoppers with a wide range of independent retailers. The company saw a 93% decrease in shares, indicating a lack of confidence in the long-term growth prospects of the company.

In conclusion, Wellesley Asset Management's Q3 to Q4 2022 13F filings provide valuable insights into the fund's recent investment decisions. While some companies witnessed significant gains, others experienced significant declines, highlighting the volatile nature of the stock market and the importance of a diversified portfolio. As always, investors should conduct their own research before making any investment decisions.

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