HighVista Strategies LLC Q3 2022 vs. Q4 2022: A Look at Top Holdings and Their Changes

HighVista Strategies LLC, a well-known investment advisor, recently released its 13F filings for Q3 2022 and Q4 2022. The filings contain crucial information on the firm's holdings, including the value of each holding and the percentage change between the two quarters. In this article, we will look at some of the top holdings and the changes that occurred between the two quarters.

One of HighVista Strategies' top holdings is Dell Technologies Inc (DELL). The company retained its position with the same number of shares in both quarters, with a slight increase in the Q4 2022 value to $14,295, up by 17.7% from $12,146 in the previous quarter.

Another top holding, Mastercard Incorporated (MA), saw a minimal increase of 1.8% in the number of shares held from 37,024 in Q3 2022 to 37,194 in Q4 2022. However, the value of the shares increased significantly by 22.8% from $10,528 in the previous quarter to $12,933 in Q4 2022.

Visa Inc (V), a leading payment technology company, saw a slight decrease of 1.5% in the number of shares held by HighVista Strategies between Q3 2022 and Q4 2022. The value of shares decreased by 14.9% from $7,685 in Q3 2022 to $8,832 in Q4 2022.

Fiserv Inc (FISV) is another prominent holding of HighVista Strategies, and the company retained its position with the same number of shares held in both quarters. However, the value of the shares increased by 7.5% from $8,078 in Q3 2022 to $8,684 in Q4 2022.

One of the holdings that saw a significant increase in value was Axsome Therapeutics Inc (AXSM), a clinical-stage biopharmaceutical company. HighVista Strategies increased its position in the company by 326% to 55,124 shares in Q4 2022 from just 16,886 shares in Q3 2022. The value of Axsome Therapeutics shares surged by 464.6% from $753 in Q3 2022 to $4,251 in Q4 2022.

On the other hand, some holdings of HighVista Strategies, such as PayPal Holdings Inc (PYPL), witnessed significant declines in value. The value of PayPal Holdings shares plummeted by 18.3% from $4,587 in Q3 2022 to $3,747 in Q4 2022.

Repare Therapeutics Inc (RPTX), a clinical-stage biotech company, is another example of a holding that saw a dip in value. The value of Repare Therapeutics shares fell by 34.3% from $3,690 in Q3 2022 to $2,425 in Q4 2022.

In conclusion, HighVista Strategies LLC's Q3 and Q4 2022 13F filings reveal exciting changes in the company's top holdings. While some holdings maintained their positions, others saw significant increases or drops in value. The information presented in the filings offers valuable insights for investors and investment advisors who may want to re-evaluate their positions in these companies.