Hudson Executive Capital LP - Q1 2023 holdings

$839 Million is the total value of Hudson Executive Capital LP's 6 reported holdings in Q1 2023. The portfolio turnover from Q4 2022 to Q1 2023 was 14.3% .

 Value Shares↓ Weighting
DB  DEUTSCHE BANK A Gnamen akt$683,806,398
-10.5%
67,389,6760.0%81.52%
+0.2%
CTLP  CANTALOUPE INC$69,801,402
+31.0%
12,245,8600.0%8.32%
+46.7%
VRAY  VIEWRAY INC$54,502,242
-22.8%
15,752,0930.0%6.50%
-13.5%
AKYA SellAKOYA BIOSCIENCES INC$14,200,619
-33.0%
1,736,017
-21.6%
1.69%
-25.0%
LSYN BuyLIBERATED SYNDICATION INC$9,672,000
+5.1%
2,976,000
+5.1%
1.15%
+17.7%
TALK  TALKSPACE INC$6,808,922
+13.9%
11,340,6000.0%0.81%
+27.5%
NTRA ExitNATERA INC$0-378,589
-100.0%
-1.62%
Original filings

The following EDGAR filing(s) were analyzed to create this report:

  • View 13F-HR filed 2023-05-15
Signatures

The EDGAR filing(s) were signed by:

Top long-term holdings
NameQuarters ownedLatest quarter ownedMax weighting
DEUTSCHE BANK AG21Q3 202388.0%
EAGLE PHARMACEUTICALS INC16Q4 201934.5%
NATERA INC15Q4 20224.6%
CARDTRONICS PLC14Q1 202143.3%
VIEWRAY INC14Q2 20238.2%
ATRICURE INC13Q3 201920.9%
CIT GROUP INC11Q2 201826.4%
TIVITY HEALTH INC11Q1 202212.3%
CORINDUS VASCULAR ROBOTICS I11Q3 20199.7%
CANTALOUPE INC10Q3 202311.8%

View Hudson Executive Capital LP's complete holdings history.

Latest significant ownerships (13-D/G)
Hudson Executive Capital LP Q1 2023 significant holdings filed using form 13D/G when ownership exceeds 5% of a company's total stock issue.
FiledShares Percentage
ViewRay, Inc.July 21, 20236,752,0933.7%
Akoya Biosciences, Inc.February 07, 20231,892,2045.0%
Liberated Syndication Inc.March 23, 20222,400,0008.6%
eHealth, Inc.March 11, 2022750,5012.8%
Talkspace, Inc.November 17, 202117,980,60011.2%
USA TECHNOLOGIES INCFebruary 26, 202111,995,76516.9%
Cardtronics plcDecember 15, 20208,644,88019.4%
TIVITY HEALTH, INC.May 11, 20204,795,3109.9%
EAGLE PHARMACEUTICALS, INC.January 16, 2020361,8972.6%
Corindus Vascular Robotics, Inc.Sold outOctober 31, 201900.0%

View Hudson Executive Capital LP's complete significant-ownership history.

Latest filings
TypeFiled
1442024-02-21
42024-02-21
SC 13D/A2024-02-21
13F-HR2024-02-14
13F-HR2023-11-14
13F-HR2023-08-14
SC 13D/A2023-07-21
13F-HR2023-05-15
13F-HR2023-02-14
SC 13D/A2023-02-07

View Hudson Executive Capital LP's complete filings history.

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