Tamarack Advisers, L.P. 13F annual report
Tamarack Advisers, L.P. is an investment fund managing more than $50.2 billion ran by Andrew Fesler. There are currently 14 companies in Mr. Fesler’s portfolio. The largest investments include Viatris Ord and Becton Dickinson Ord, together worth $13.1 billion.
$50.2 billion Assets Under Management (AUM)
As of 9th November 2023, Tamarack Advisers, L.P.’s top holding is 675,000 shares of Viatris Ord currently worth over $6.66 billion and making up 13.3% of the portfolio value.
In addition, the fund holds 25,000 shares of Becton Dickinson Ord worth $6.46 billion.
The third-largest holding is Veradigm Ord worth $5.72 billion and the next is Mckesson Ord worth $4.78 billion, with 11,000 shares owned.
Currently, Tamarack Advisers, L.P.'s portfolio is worth at least $50.2 billion. The total portfolio value may be much higher due to cash
assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents.
Careers at Tamarack Advisers, L.P.
The Tamarack Advisers, L.P. office and employees reside in Carlsbad, California. According to the last 13-F report filed with the SEC, Andrew Fesler serves as the Chief Compliance Officer at Tamarack Advisers, L.P..
Recent trades
In the most recent 13F filing, Tamarack Advisers, L.P. revealed that it had opened a new position in
Becton Dickinson Ord and bought 25,000 shares worth $6.46 billion.
The investment fund also strengthened its position in Viatris Ord by buying
450,000 additional shares.
This makes their stake in Viatris Ord total 675,000 shares worth $6.66 billion.
On the other hand, there are companies that Tamarack Advisers, L.P. is getting rid of from its portfolio.
Tamarack Advisers, L.P. closed its position in Cigna on 15th November 2023.
It sold the previously owned 75,000 shares for $18 million.
Andrew Fesler also disclosed a decreased stake in Atricure Ord by 0.4%.
This leaves the value of the investment at $1.75 billion and 40,000 shares.
One of the smallest hedge funds
The two most similar investment funds to Tamarack Advisers, L.P. are Steel Canyon Capital and Union Square Park Capital Management. They manage $50.2 billion and $50.2 billion respectively.
The complete list of Tamarack Advisers, L.P. trades based on 13F SEC filings
These positions were updated on November 15th based on the fund’s latest 13F filing. Quickly find out what the most recently closed or increased positions are.
| Security | Shares Owned | Value | Allocation |
|---|---|---|---|
| Viatris Ord |
200.00%
675,000
|
$6,655,500,000 | 13.27% |
| Becton Dickinson Ord |
Opened
25,000
|
$6,463,250,000 | 12.88% |
| Veradigm Ord |
117.50%
435,000
|
$5,715,900,000 | 11.39% |
| Mckesson Ord |
Opened
11,000
|
$4,783,350,000 | 9.53% |
| Streamline Health Solutions Ord |
Opened
4,930,882
|
$4,770,628,000 | 9.51% |
| Collegium Pharmaceutical Ord |
Opened
185,000
|
$4,134,750,000 | 8.24% |
| Phreesia Ord |
22.86%
215,000
|
$4,016,200,000 | 8.01% |
| Angiodynamics Ord |
48.44%
475,000
|
$3,472,250,000 | 6.92% |
| Tactile Systems Technology Ord |
94.88%
239,222
|
$3,361,069,000 | 6.70% |
| Atricure Ord |
38.46%
40,000
|
$1,752,000,000 | 3.49% |
| Sanofi Adr Rep 1 1/2 Ord |
Opened
30,000
|
$1,609,200,000 | 3.21% |
| Tenet Healthcare Ord |
73.33%
20,000
|
$1,317,800,000 | 2.63% |
| Si Bone Ord |
89.47%
50,000
|
$1,062,000,000 | 2.12% |
| Cerus Ord |
60.61%
650,000
|
$1,053,000,000 | 2.10% |
| Cigna Group (The) |
Closed
75,000
|
$17,971,000 | |
| Pacira BioSciences Inc |
Closed
205,000
|
$15,646,000 | |
| Lantheus Holdings Inc |
Closed
250,000
|
$13,828,000 | |
| Merck & Co Inc |
Closed
155,000
|
$12,718,000 | |
| Bioventus Inc - A |
Closed
825,001
|
$11,633,000 | |
| Rigel Pharmaceuticals |
Closed
3,250,000
|
$9,718,000 | |
| Medtronic Plc |
Closed
75,000
|
$8,321,000 | |
| Turning Point Brands Inc |
Closed
200,000
|
$6,802,000 | |
| Perrigo Co Plc |
Closed
175,000
|
$6,725,000 | |
| IVERIC bio Inc |
Closed
370,000
|
$6,227,000 | |
| CVS Health Corp |
Closed
50,000
|
$5,061,000 | |
| Inmode Ltd |
Closed
130,000
|
$4,798,000 | |
| Jazz Pharmaceuticals plc |
Closed
30,000
|
$4,670,000 | |
| Exelixis Inc |
Closed
200,000
|
$4,534,000 | |
| Gilead Sciences, Inc. |
Closed
75,000
|
$4,459,000 | |
| Henry Schein Inc. |
Closed
50,000
|
$4,360,000 | |
| ViewRay Inc. |
Closed
600,000
|
$2,352,000 | |
| Somalogic Inc |
Closed
295,000
|
$2,249,000 | |
| Covetrus, Inc. |
Closed
129,000
|
$2,166,000 | |
| Unitedhealth Group Inc |
Closed
4,000
|
$2,040,000 | |
| Biocryst Pharmaceuticals Inc. |
Closed
125,000
|
$2,033,000 | |
| Patterson Cos Inc |
Closed
50,000
|
$1,619,000 | |
| Hologic, Inc. |
Closed
15,000
|
$1,152,000 | |
| Radnet Inc |
Closed
50,000
|
$1,119,000 | |
| Trulieve Cannabis Corp |
Closed
50,000
|
$1,053,000 | |
| NextGen Healthcare Inc |
Closed
50,000
|
$1,046,000 | |
| Docgo Inc |
Closed
110,000
|
$1,018,000 | |
| DermTech, Inc. |
Closed
50,000
|
$734,000 | |
| Verano Holdings Corp |
Closed
50,000
|
$497,000 | |
| Terrascend Corp |
Closed
75,000
|
$428,000 | |
| Plexus Corp. |
Closed
5,000
|
$409,000 | |
| AdaptHealth Corp. |
Closed
20,000
|
$321,000 | |
| No transactions found | |||
| Showing first 500 out of 46 holdings | |||
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