ORBIMED ADVISORS LLC other names

{{ Info.Overview }}
Revenue: {{ Info.Revenue | formatUSD }} Headquarters: {{ Info.Headquarters }}
{{ Info.Homepage }}

Adviser Profile

As of Date:

03/29/2023

Adviser Type:

- Large advisory firm

Number of Employees:

106

of those in investment advisory functions:

79

Registration:

SEC, Approved, 4/22/2002

AUM:

18,277,550,000

of that, discretionary:

18,277,550,000

SMA’s:

NO

Private Funds:

24

Websites (details):
Contact info

Phone: 212-739-6400

Fax: 212-739-6444

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

Discretionary
Non-discretionary
21B 18B 15B 12B 9B 6B 3B
2018 2019 2020 2021

Recent News

Top 5 4th Quarter Trades of ORBIMED ADVISORS LLC
02/18/2023

Related Stocks: ETNB, TCDAQ, ARGX, ABBV, SPRY,

gurufocus.com

Top 5 3rd Quarter Trades of ORBIMED ADVISORS LLC
11/15/2022

Related Stocks: CMPX, THRX, KROS, HZNP, TPTX,

gurufocus.com

Top 5 2nd Quarter Trades of ORBIMED ADVISORS LLC
08/16/2022

Related Stocks: VNAPF, SWTX, ARQT, ETNB, SVA,

gurufocus.com

ORBIMED ADVISORS LLC Buys 2, Sells 3 in 1st Quarter
05/18/2022

Related Stocks: CMPX, PASG, ARQT, PMVP, MRK,

gurufocus.com

Orbimed Advisors Llc Buys Adagio Therapeutics Inc, Zimmer Biomet Holdings Inc, Biogen Inc, ...
11/17/2021

Related Stocks: BIIB, IKNA, ABBV, GLPG, SIBN, LUNG, ADGI, ZBH, HCA, ERAS, SGEN, CTKB, AUPH, ASND, TRIL, ARCT, ALXN, ALEC,

gurufocus.com

Orbimed Advisors Llc Buys SPDR Biotech ETF, NeuroPace Inc, Janux Therapeutics Inc, Sells ...
09/23/2021

Related Stocks: DCPH, GH, IMGN, OSH, VTGN, MRSN, XBI, NPCE, JANX, OMIC, SEM, TERN, ABCL, TBPH, PGNY, XENE, NMTR, QURE, HAE, ADVM, MOH, PAND, ALHC, TVTX,

gurufocus.com


Private Funds Structure

Fund Type Count GAV
Hedge Fund 6 $1,734,764,000
Private Equity Fund 3 $2,945,579,000
Other Private Fund 15 $10,129,093,000

Similar advisers

Adviser Hedge Fund Liquidity Fund Private Equity Fund Real Estate Fund Securitized Asset Fund Venture Capital Fund Other Fund
QVT FINANCIAL LP 1.5b - 336.7m - - - 1b
VIEW CAPITAL RIA, LP 14m - 3.7m - - - 11.3m
KINGSWAY CAPITAL PARTNERS LIMITED 1.4b - 581.8m - - - 734.9m
STRATEGIC INVESTMENT MANAGEMENT, LLC 3.2b - 361m - - - 3.2b
FIRST MANHATTAN CO. LLC 1.2b - 88m - - - 101.9m
ANGELES INVESTMENT ADVISORS, LLC. 882.5m - 199.9m - - - 2.5b
MERISTEM FAMILY WEALTH, LLC 208.8m - 39.5m - - - 353.3m
SEGALL BRYANT & HAMILL, LLC 38.8m - 14.8m - - - 149.8m
HEIRLOOM INVESTMENT MANAGEMENT LLC 88.4m - 10.3m - - - 10.8m
HIGHTOWER ADVISORS, LLC 40.5m - 9.6m - - - 102.1m

Top Holdings

Stock Ticker Stock Name $ Position % Position $ Change # Change
P8696W104 SINOVAC BIOTECH LTD $340,000,000 7.00% 99753.00% 0.00%
91324P102 UNITEDHEALTH GROUP INC $201,733,490 4.00% 149391.00% 42.00%
110122108 BRISTOL-MYERS SQUIBB CO $185,983,555 4.00% 101109.00% 0.00%
101137107 BOSTON SCIENTIFIC CORP $180,369,714 3.00% 119368.00% 0.00%
09061G101 BIOMARIN PHARMACEUTICAL INC $167,158,083 3.00% 114725.00% -6.00%
444859102 HUMANA INC $178,600,653 3.00% 105465.00% 0.00%
46120E602 INTUITIVE SURGICAL INC $164,649,675 3.00% 153281.00% 8.00%
85205L107 SPRINGWORKS THERAPEUTICS INC $136,552,500 3.00% 86515.00% -5.00%
863667101 STRYKER CORPORATION $117,599,690 2.00% 137131.00% 14.00%
883556102 THERMO FISHER SCIENTIFIC INC $111,349,518 2.00% 108476.00% 0.00%

Brochure Summary

Overview

OrbiMed is an investment manager focused exclusively on the healthcare sector. OrbiMed’s predecessor was founded in 1989, and OrbiMed is owned by Sven H. Borho, Carl L. Gordon, Jonathan T. Silverstein, W. Carter Neild, Geoffrey C. Hsu, C. Scotland Stevens, and David P. Bonita. As of December 31, 2018 OrbiMed, together with its affiliates and relying advisers, managed approximately $11.4 billion on a discretionary basis on behalf of 23 clients. OrbiMed provides discretionary investment management services to U.S. and non-U.S. public and private funds. In providing such services, OrbiMed utilizes strategies based on evaluating pharmaceutical, biotechnology, medical device,
healthcare services and other companies in the global healthcare sector. Such strategies generally include, within the healthcare sector and subject to the investment program of each client, investments in the securities of U.S. and non-U.S. public and/or private companies. Clients are permitted to set guidelines for their accounts which customize OrbiMed’s core strategies, including restrictions related to sub-sector, geographic and other weightings. In providing its investment advisory services, OrbiMed determines when and which investments will be acquired, disposed of, or exchanged on behalf of its clients to maintain a portfolio consistent with each client’s objectives.