Essex Woodlands Management, Inc. Q3 2022 vs. Q4 2022 13F Holdings Comparison

Essex Woodlands Management, Inc. made some notable changes to its holdings in Q4 2022 when compared to Q3 2022, reflecting an overall trend of consolidation in the investment company's portfolio. Here's a closer look at some of the significant changes in holdings that were observed during this period:

MIMEDX GROUP, INC. (MDXG)

Essex Woodlands maintained its position in MDXG, with holdings of 23,415,584 in both Q3 and Q4 2022. However, the value of these holdings decreased from $67,203,000 in Q3 2022 to $65,095,000 in Q4 2022, reflecting a 3.1% reduction in value.

TELA BIO, INC. (TELA)

Essex Woodlands increased its position in TELA BIO, INC. during Q4 2022, holding 4,110,709 shares in both Q3 and Q4 2022. The value of these shares increased from $35,023,000 in Q3 2022 to $47,273,000 in Q4 2022, indicating a 35% increase in value.

BIOVENTUS (BVS)

Essex Woodlands decreased its holdings of BIOVENTUS during Q4 2022, owning 12,096,702 shares in Q3 2022, which decreased to 12,096,702 shares in Q4 2022. The value of these holdings also decreased from $84,677,000 in Q3 2022 to $31,572,000 in Q4 2022, representing a significant decrease of 62.7% in value.

EYEPOINT PHARMACEUTICALS INC (EYPT)

Essex Woodlands reduced its holdings in EYEPOINT PHARMACEUTICALS INC during Q4 2022, holding 4,190,921 shares in both Q3 and Q4 2022. The value of these holdings dipped from $33,150,000 in Q3 2022 to $14,668,000 in Q4 2022, indicating a massive decline in value of 55.8%.

VENUS CONCEPT, INC. (VERO)

Essex Woodlands increased its holdings of VENUS CONCEPT, INC. in Q4 2022, holding 21,169,457 shares in Q3 2022, which increased to 31,337,856 in Q4 2022. The value of these holdings grew from $7,189,000 in Q3 2022 to $10,028,000 in Q4 2022, representing a 39.5% increase in value.

REVANCE THERAPEUTICS INC (RVNC)

Essex Woodlands decreased its holdings in REVANCE THERAPEUTICS INC in Q4 2022, owning 457,085 shares in both Q3 and Q4 2022. The value of these holdings depreciated from $12,341,000 in Q3 2022 to $8,437,000 in Q4 2022, indicating a 31.6% reduction in value.

MEDICINOVA INC (MNOV)

Lastly, Essex Woodlands decreased its position in MEDICINOVA INC in Q4 2022. The company had 1,105,941 shares in both Q3 and Q4 2022 with a value of $2,400,000 in Q3 2022 and $2,267,000 in Q4 2022, indicating a 5.5% reduction in value.

In conclusion, the Q3 2022 vs Q4 2022 13F holdings comparison of Essex Woodlands Management, Inc. reveals a mixed bag of results as the company increased its position, decreased its position or maintained holdings in different companies. The decrease in value of holdings was significant in some companies, while an increase in value was observed in others. Regardless, these changes are crucial for understanding the investment strategy of Essex Woodlands Management, Inc. and predicting its future stock market moves.