Oracle Investment Management Inc Q3 2022 vs. Q4 2022 13F Holdings Comparison

In a year marked by volatility, the performance of Oracle Investment Management's holdings has been nothing short of remarkable. The hedge fund's portfolio, which includes a variety of healthcare, technology, and energy companies, has undergone significant changes between Q3 and Q4 of 2022. In this blog post, we will delve into the fund's top holdings and analyze the changes that have taken place over the last quarter.

Introduction

Oracle Investment Management is a hedge fund that invests in undervalued companies with strong growth prospects. The firm's investment philosophy is centered around value investing, where stocks are selected based on their fundamentals and potential for future growth. The firm's Q3 and Q4 13F filings reveal its top holdings and the changes that have occurred over the last quarter.

Main Body

The top three holdings of Oracle Investment Management in Q3 were QuidelOrtho Corp, Pacific Biosciences Calif In, and Agenus Inc. QuidelOrtho Corp's shares remained unchanged at 499263, while Pacific Biosciences Calif In's shares surged by 54.7% to 2154807. Agenus Inc also saw an increase in its share count, rising from 4491260 in Q3 to 4890872 in Q4. This represents a 9% increase in the number of shares held by the fund.

One of the biggest changes in Oracle Investment Management's portfolio was the exit of Biohaven Ltd, which saw its shares decrease by 80.5%, from 392200 in Q3 to 606776 in Q4. Biohaven Ltd was replaced in the top three holdings by Pacific Biosciences Calif In, which surged up to the second spot. Oracle also decreased its holdings in Opko Health Inc by 36.7%, from 5102756 in Q3 to 3230288 in Q4. This may be due to the company's underperformance in recent quarters.

Another interesting observation is the addition of Forian Inc to Oracle's portfolio. Forian Inc saw its shares increase from 1351257 in Q3 to 1408432 in Q4, representing a 4.2% increase. This suggests that Oracle Investment Management sees potential in Forian Inc, which provides a SaaS platform for healthcare organizations.

Conclusion

In summary, Oracle Investment Management's Q3 and Q4 13F filings reveal significant changes in its holdings. The fund's top three holdings shifted with Pacific Biosciences Calif In jumping up to the second spot while Biohaven Ltd was removed from the top three. The fund also decreased its holdings in Opko Health Inc while adding Forian Inc to its portfolio. These changes suggest that Oracle Investment Management has an eye towards healthcare firms and may be looking for undervalued companies with strong growth potential.

As always, investing is a dynamic process subject to changes and volatility. It is important for investors to conduct their own research and remain vigilant about developments in their holdings. 13F filings reveal the holdings of institutional investment firms but should not be considered an endorsement or guarantee of future performance.