☆Essex Woodlands Management, Inc.
Quality Q
0.906
AUM ($M)
254
Positions
5
Turnover
0.02
Top-10 wt
100%
Herfindahl
0.420
History (qtrs)
6
Excess Return
—
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Holdings · 5 positions · portfolio value $254M
| Ticker | Name | Activity | Security Type | Weight | Δ Weight | Value ($M) | Shares | Δ Shares | Qtrs Held | Excess Return |
|---|---|---|---|---|---|---|---|---|---|---|
| ☆BVS funds › | BIOVENTUS INC | HOLD | Common Stock | 48.3% | +0.9% | 122.9 | 13,021,324 | +0 | 5 | — |
| ☆MDXG funds › | MIMEDX GROUP INC | HOLD | Common Stock | 42.7% | -1.8% | 108.6 | 28,195,249 | +0 | 5 | — |
| ☆EYPT funds › | EYEPOINT PHARMACEUTICALS INC | HOLD | Common Stock | 6.1% | +0.5% | 15.5 | 1,084,857 | +0 | 5 | — |
| ☆TELA funds › | TELA BIO INC | HOLD | Common Stock | 2.3% | +0.4% | 5.8 | 7,714,709 | +0 | 5 | — |
| ☆MNOV funds › | MEDICINOVA INC | HOLD | Common Stock | 0.6% | -0.0% | 1.5 | 1,105,941 | +0 | 5 | — |
Point-in-time history
| Period | AUM ($M) | Positions | Turnover | Top-10 wt | Herfindahl | Quality Q | Skill | Universe |
|---|---|---|---|---|---|---|---|---|
| 2026Q2 | 254 | 5 | 0.02 | 100% | 0.420 | 0.906 | — | in |
| 2026Q1 | 251 | 5 | 0.17 | 100% | 0.426 | 0.729 | — | in |
| 2025Q4 | 318 | 6 | 0.04 | 100% | 0.457 | 0.886 | — | in |
| 2025Q3 | 307 | 6 | 0.03 | 100% | 0.494 | 0.891 | — | in |
| 2025Q2 | 279 | 6 | 0.04 | 100% | 0.479 | 0.900 | — | entered |
| 2025Q1 | 347 | 6 | 0.00 | 100% | 0.501 | 0.000 | — | out |
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short.
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