Adviser Profile
| As of Date | 05/21/2023 |
| Registration status | Registration Changed to ORACLE INVESTMENT MANAGEMENT, INC. |
| ADV Location | STAMFORD, CT, United States |
| Contact Info | 203 xxxxxxx |
| Websites |
| AUM* | 209,132,870 -81% |
| of that, discretionary | 209,132,870 -81% |
| Number of Employees | 4 |
| of those in investment advisory functions | 3 |
| Private Fund GAV* | 0 |
| Avg Account Size | 69,710,957 -81% |
| SMA’s | No |
| Private Funds | 0 3 |
Adviser Type
- Large advisory firm
Client Types
- Pooled investment vehicles
Advisory Activities
- Portfolio management for pooled investment vehicles
Compensation Arrangments
- A percentage of assets under your management
- Performance-based fees
Reported AUM
1B
959M
799M
639M
480M
320M
160M
2016
2017
2018
2019
2020
2021
2022
2023
Private Funds
Employees
Top Holdings
| Stock Ticker | Stock Name | $ Position | % Position | $ Change | # Change |
|---|---|---|---|---|---|
| Stck Ticker81663L200 | Stock NameGENEDX HOLDINGS CORP | $ Position$115,058,099 | % Position69.00% | $ Change20.00% | # Change-1.00% |
| Stck Ticker039697107 | Stock NameARDELYX INC | $ Position$10,917,398 | % Position7.00% | $ Change32.00% | # Change25.00% |
| Stck TickerG1110E107 | Stock NameBIOHAVEN LTD | $ Position$8,717,923 | % Position5.00% | $ Change-22.00% | # Change4.00% |
| Stck Ticker87918A905 | Stock NameTELADOC HEALTH INC (CALL) | $ Position$4,550,000 | % Position3.00% | $ Change25.00% | # Change38.00% |
| Stck Ticker039697907 | Stock NameARDELYX INC (CALL) | $ Position$3,498,000 | % Position2.00% | $ Change0.00% | # Change-5.00% |
| Stck TickerG1110E907 | Stock NameBIOHAVEN LTD (CALL) | $ Position$2,629,441 | % Position2.00% | $ Change-36.00% | # Change-15.00% |
| Stck Ticker670002AD6 | Stock NameNOVAVAX INC (CALL) | $ Position$4,032,000 | % Position2.00% | $ Change | # Change |
| Stck Ticker71535D106 | Stock NamePERSONALIS INC | $ Position$2,701,170 | % Position2.00% | $ Change81.00% | # Change48.00% |
| Stck Ticker219798105 | Stock NameQUIDELORTHO CORP | $ Position$3,378,391 | % Position2.00% | $ Change-3.00% | # Change0.00% |
| Stck Ticker34630N106 | Stock NameFORIAN INC | $ Position$2,896,147 | % Position2.00% | $ Change-6.00% | # Change0.00% |