PALO ALTO INVESTORS Overview
Palo Alto Investors Llc is a hedge fund that manages 2.3 BN dollars in regulatory AUM and has 12 employees, of which 5 perform investment advisory functions.
The manager's has disclosed holdings from 12/31/01 to 09/30/20. The fund's latest filing disclosed 2BN in positions, representing 79% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/01 to 09/30/20. The fund's latest filing disclosed 2BN in positions, representing 79% of the manager's regulatory AUM.
PALO ALTO INVESTORS StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
PALO ALTO INVESTORS Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| IMMU | 22.65% | Health | 3.33% | -0.7% | 1 | 12% | ||
| INSM | 10.64% | Health | 21.38% | 1.68% | 8 | 4% | ||
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FEATURED IN
PALO ALTO INVESTORS Founders and Key Employees
| Name | Title | In Position Since |
|---|
| William L. Edwards | Founder | January-2013 |
| Anthony J. Yun | Co-Managing Member | January-2013 |
| Patrick Y. Lee | Co-Managing Member | January-2013 |
| Kai C. Wu | Chief Financial Officer/Chief Compliance Officer | February-2014 |
PALO ALTO INVESTORS Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
| Administrator | Pro |
| Administrator | Pro |
| Auditor | Pro |
| Auditor | Pro |
| Custodian | Pro |
| Custodian | Pro |
| Custodian | Pro |
| Prime Broker | Pro |
| Prime Broker | Pro |
| Prime Broker | Pro |
PALO ALTO INVESTORS Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
Investment Strategy
In addition to the investments that PAI makes for the Funds as described in Item 4, PAI may also invest in preferred stocks, convertible securities, warrants, rights, options (including covered and uncovered puts and calls and over-the-counter options), swaps and other derivative instruments, bonds and other fixed income securities, private securities, non-U.S. securities and money market instruments. PAI may also engage in short selling, margin trading, hedging and other investment strategies for the Funds and on behalf of certain Funds, may invest in and trade currencies, futures, options on futures and other commodity interests. Nevertheless, there are no limits on the types of securities in which PAI may take positions on behalf of the Funds or the types of positions that it may take, the concentration of its investments or the amount of leverage that it may use. In additio...
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Investment Strategy
In addition to the investments that PAI makes for the Funds as described in Item 4, PAI may also invest in preferred stocks, convertible securities, warrants, rights, options (including covered and uncovered puts and calls and over-the-counter options), swaps and other derivative instruments, bonds and other fixed income securities, private securities, non-U.S. securities and money market instruments. PAI may also engage in short selling, margin trading, hedging and other investment strategies for the Funds and on behalf of certain Funds, may invest in and trade currencies, futures, options on futures and other commodity interests. Nevertheless, there are no limits on the types of securities in which PAI may take positions on behalf of the Funds or the types of positions that it may take, the concentration of its investments or the amount of leverage that it may use. In additio...
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PALO ALTO INVESTORS Portfolio Concentration
PALO ALTO INVESTORS Location
470 UNIVERSITY AVENUE
PALO ALTO, California
UNITED STATES, 94301-1812
PALO ALTO, California
UNITED STATES, 94301-1812
PALO ALTO INVESTORS Contact Information
Phone Number: 650-325-0772
Fax Number: 650-325-5028
Website: http://www.pa-investors.com
Fax Number: 650-325-5028
Website: http://www.pa-investors.com
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