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 09/30/04 to 09/30/16. The fund's latest filing disclosed 2BN in positions, representing 75% of the manager's regulatory AUM.

PALO ALTO INVESTORS StockAlpha

+16%
Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

PALO ALTO INVESTORS Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
ABMD 14.07% Health -9.28% -0.47% 4 7%
UTHR 12.1% Health 11.37% 2.18% 2 8%
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FEATURED IN
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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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PALO ALTO INVESTORS Portfolio Concentration

PALO ALTO INVESTORS Location

470 UNIVERSITY AVENUE
PALO ALTO, California
UNITED STATES, 94301-1812

PALO ALTO INVESTORS Contact Information

Phone Number: 650-325-0772
Fax Number: 650-325-5028
Website:

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