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How Hedge Funds Are Making Billions in Healthcare

This outperformance has not gone unnoticed by the hedge fund industry. While the index weighting of healthcare grew due to the … See more

Actived: 6 days ago

URL: https://www.novus.com/blog/how-hedge-funds-are-making-billions-in-healthcare

How Healthcare Specialists Are Investing Today

Web‍Half of the capital allocated to Oncology is now invested in companies involved in Immuno-Oncology. The medical community’s improved understanding of the immune system and …

Category:  Medical Go Health

Healthcare Specialists Invest in the Biotech Frontier

WebHealthcare Areas of Focus. Moving a level deeper (Figure: “Healthcare Focus Areas”), we tagged each of the 476 biotech and pharma companies owned in the portfolio since 2011 …

Category:  Health Go Health

Strong medicine for hedge funds

WebHedge fund managers have an above-average taste for Health Care stocks, according to recent regulatory filings. The latest round of 13-F disclosures suggest that, in aggregate, …

Category:  Health Go Health

The Age of Biotech: Opportunities Grow for Healthcare Investors

WebWith election season heating up, healthcare has once again grabbed the attention of the political domain and the broader public. Prescription drugs, poor health outcomes, …

Category:  Health Go Health

How Do Hedge Funds Feel About the Covid Vaccines

WebFigure 1 - Vaccine Candidates (Explore on dashboard). Novus Health Care Index and Vaccine Candidates. As we’ve previously covered, the Novus Healthcare …

Category:  Health Go Health

Manager Monday: HealthCor Management

WebDon’t be misled by the different scales in these charts. The average healthcare stock in HealthCor’s portfolio returned a cumulative 330% compared to the average healthcare …

Category:  Health Go Health

Manager Monday: Baker Brothers Advisors

WebBaker Brothers Advisors is a biotech and pharma focused investment firm founded by brothers Julian Baker and Felix Baker, PhD in 2000. The Baker brothers have a unique …

Category:  Health Go Health

How Hedge Funds are Positioned Heading into Recession Fears

WebFigure 3 — As of Q2 filings, staples saw the largest underperformance, while healthcare experienced the largest outperformance ‍ Taking a step back, hedge funds marginally …

Category:  Health Go Health

How Covid-19 is Impacting Popular Hedge Fund Stocks

WebUpdated March 24, 2020. Coronavirus continues to take its toll on the health and wealth of our global community. We can begin to understand the impact of COVID-19 on hedge …

Category:  Coronavirus Go Health

Press Releases Novus Newsroom

WebNovus Partners with $2.5B Swiss-based Fund of Hedge Funds Provider. Institutional investors define new standards for managing hedge fund portfolios through cutting-edge …

Category:  Health Go Health

SEI Acquires Novus

WebAs SEI Novus, we will continue to provide data and analytics solutions to existing and future clients—both asset owners and asset managers. This acquisition will mean bigger …

Category:  Health Go Health

Kirk Sims (Teacher Retirement System of Texas) "Fostering …

WebKirk Sims is an opportunity builder. With a career shaped by seizing the right moments at the right time, Kirk works every day to create valuable opportunities for …

Category:  Health Go Health

How To Track Crowded Securities and Avoid the Herd

WebClicking on a bubble or table will highlight that security. You can now clearly see the number of owners, crowdedness scores, percent of shares held by hedge funds, and the most …

Category:  Health Go Health

Novus Soap Box: I Wish Novus Were Here [4 of 4]

WebThis is the fourth episode of a series on what’s wrong with the investment industry today. View the previous installment.. Like all of you, we’re taking COVID-19 very seriously, and …

Category:  Health Go Health

Hedge Fund Best Ideas During Covid-19

WebAs we enter the final of leg of Q2 2020, investors are still monitoring their recovery from the COVID-19 drawdown of Q1. While we’ve already analyzed the impact of the outbreak of …

Category:  Health Go Health

Q4 2021 Filings Insights

WebFigure 2: Hudson Bay Capital Performance Statistics, Q4 2021, Manager Analysis Dashboard ‍ The fund’s biggest bet today is on data security player Zscaler, of which …

Category:  Health Go Health

Sit down, Energy sector. It's not your turn yet

WebIt's not that fund managers are shy about rotating out of Information Technology, Health Care and Consumer Discretionary, they just don't see a compelling case to go anywhere …

Category:  Health Go Health

How Steven Cohen Paid for the Mets

WebFigure 3 - Point72 Sector Exposure Over Time ‍ Upon analysis of sector PnL, a surprising figure reveals itself (Figure 4). Point72’s largest sectors of Information …

Category:  Health Go Health

Fighting Global Hunger: Join us at Funds4Food

WebFigure 1 – The global poverty rate is measured as the share of the world's population living on less than $1.90 per day. (from worldbank.org). The World Bank recently stated that …

Category:  Health Go Health

PortCo Performance: Finding Gold in Ore

WebWhen a well-known tech-focused hedge fund shared that it marked down the value of its investments in private companies by about 33% across its VC funds in 2022, it delivered …

Category:  Health Go Health