Every quarter Lumida Wealth presents a visual summary of the 45+ hedge funds we track every quarter that shape the future investing trends.
Enjoy the visual summary below or Check out the full data along with Ram’s insights in spreadsheet format here.
Please note:
– AUM indicates assets under management in managed 13F securities only, the overall AUM due to other positions (Debt, options etc) may be higher.
– Color intensity indicates relative weight.
– Individual stock Rectangles optimized for mobile readability and are not to scale
– Percentages are rounded to nearest decimal and indicate current portfolio weights
– We have prioritized top 5 stock positions wherever available.
– Each manager has a summary, sector analysis and legend for stock information.
Compliance Disclaimer: The information is for general informational purposes only and does not constitute investment advice. Past performance is not indicative of future results, and investments in hedge funds carry risks, including the potential loss of principal. We recommend that you seek independent financial advice before making any investment decisions.
Data Sources: Hedgefollow, Whalewisdom, Lumida analysis
Summary Overview
Woodline Partners, managed by Mike Rockefeller, maintains a diversified portfolio with a focus on healthcare and technology sectors. The fund’s top holdings include significant investments in major pharmaceutical and technology companies, while recent activity shows new investments in healthcare, insurance, and entertainment, alongside reductions in existing technology and healthcare holdings.
3 sector-specific insights
- The top holdings reflect a strong emphasis on healthcare, with major investments in companies like Eli Lilly and AbbVie.
- New investments in healthcare, insurance, and entertainment suggest a strategic diversification into these sectors.
- Reductions in existing technology and healthcare holdings indicate a rebalancing or profit-taking strategy.
Top 5 holdings, additions, and reduced positions
- ABBV (AbbVie Inc.): Healthcare sector, engages in the research, development, manufacture, and sale of pharmaceutical products.
- TEL (TE Connectivity Ltd.): Technology sector, designs and manufactures connectivity and sensor solutions.
- OVV (Ovintiv Inc.): Energy sector, engages in the exploration, development, production, and marketing of natural gas, oil, and natural gas liquids.
- REGN (Regeneron Pharmaceuticals, Inc.): Healthcare sector, discovers, invents, develops, manufactures, and commercializes medicines for the treatment of serious diseases.
- LLY (Eli Lilly and Company): Healthcare sector, discovers, develops, manufactures, and markets pharmaceutical products.
New Holdings
- MTD (Mettler-Toledo International Inc.): Healthcare sector, supplies precision instruments and services.
- BDX (Becton, Dickinson and Company): Healthcare sector, develops, manufactures, and sells medical devices, instrument systems, and reagents.
- HIG (The Hartford Financial Services Group, Inc.): Financial sector, provides insurance and financial services.
- EA (Electronic Arts Inc.): Communication services sector, develops, markets, publishes, and distributes games, content, and services for game consoles, PCs, mobile phones, and tablets.
- MMC (Marsh & McLennan Companies, Inc.): Financial sector, provides advice and solutions in the areas of risk, strategy, and people.
Reduced Holdings
- EA (Electronic Arts Inc.): Communication services sector, develops, markets, publishes, and distributes games, content, and services for game consoles, PCs, mobile phones, and tablets.
- MMC (Marsh & McLennan Companies, Inc.): Financial sector, provides advice and solutions in the areas of risk, strategy, and people.
- RVMD (Revolution Medicines, Inc.): Healthcare sector, develops targeted therapies to inhibit frontier targets in RAS-addicted cancers.
- TEL (TE Connectivity Ltd.): Technology sector, designs and manufactures connectivity and sensor solutions.
- LLY (Eli Lilly and Company): Healthcare sector, discovers, develops, manufactures, and markets pharmaceutical products.
