Analyzing DSC Advisors Q3 vs. Q4 13F Holdings: Winners and Losers

In the world of finance, 13F filings are a key indicator of how major institutional investors are trading. These reports, filed quarterly with the U.S. Securities and Exchange Commission by companies with at least $100 million in assets, provide a window into the holdings of major investors like hedge funds and mutual funds. One such fund is DSC Advisors, L.P., which recently filed their Q3 vs. Q4 13F holdings. In this article, we'll take a look at the notable winners and losers in DSC Advisors' latest filing, and what it means for the market.

Starting with the winners, it's clear that DSC Advisors is bullish on the healthcare sector. Biotech firm Biomarin Pharmaceutical Inc. (BMRN) saw an increase in shares held, from 82,500 in Q3 to the same number in Q4, but with a 22.1% increase in value. CVS Health Corp. (CVS) also saw a slight decrease in shares held but with only a small decrease in value of -12.4%.

Another winner for DSC Advisors is the tech space, with Alphabet Inc. (GOOG) gaining in value despite a flat number of shares held. This was mirrored in their holding of another tech giant, Microsoft Corp. (MSFT), where the number of shares held decreased but the value increased from $2,491,000 to $356,000.

On the losing side, we see a different story. Ehealth Inc. (EHTH) gained in shares held from 55,000 to 75,000, but the value increased by a massive 68.8%. Vyne Therapeutics Inc. (VYNE) saw a significant reduction in both shares held and value, with share numbers dropping from 2,670,000 to 1,570,000 and value dropping a whopping 60.5%.

The biggest loser in the filing was Apple Inc. (AAPL), which saw a massive decrease in both the number of shares held and their value. From 16,992 shares held worth $2,348,000 in Q3, DSC Advisors sold off 15,214 of those shares in Q4, leaving them with only 1,778 shares worth $231,000.

Another notable loser for the firm was Oracle Corp. (ORCL), which saw a significant decrease in the value of their holdings despite no shares being sold off. Lastly, AmerisourceBergen Corp. (ABC), Apollo Global Mgmt Inc (APO), Biomarin Pharmaceutical (BMRN) (put), Amazon Com Inc (AMZN), Tesla Inc (TSLA), and others suffered reductions in both shares held and value, with DSC Advisors selling all of their shares.

In conclusion, DSC Advisors' Q3 vs. Q4 13F filings show an interesting mix of winners and losers. While the fund is bullish on healthcare and some tech companies, others saw significant losses in both shares held and value. It remains to be seen how these changes will impact the broader market over the coming quarters.