ORACLE INVESTMENT MANAGEMENT INC

HTTPS://WWW.ORACLEPARTNERS.COM/ • GREENWICH, CT • Investment Advisor • Hedge Fund How do I update this listing?

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Oracle Investment Management is based out of Greenwich. Oracle Investment Management is a hedge fund with 3 clients and discretionary assets under management (AUM) of $1,118,991,095 (Form ADV from 2022-04-01). Their last reported 13F filing for Q2 2022 included $329,167,000 in managed 13F securities and a top 10 holdings concentration of 93.53%. Oracle Investment Management's largest holding is Biohaven Pharmaceutical Holding Co Ltd with shares held of 1,240,932. Oracle Investment Management has met the qualifications for inclusion in our WhaleScore system. Whalewisdom has at least 81 13F filings, and 4 Form 4 filings

06/30/2022

13F Activity

  • Market Value $329.167 Million
  • Prior Market Value $505.718 Million
  • New Purchases10 stocks
  • Additional Purchases5 stocks
  • Sold out of15 stocks
  • Reduced holdings in10 stocks
  • Top 10 Holdings % 93.53 %
  • Turnover % [1]:92.59%
  • Turnover Alt % [2]: 11.24 %
  • Time Held Top20:13.00 quarters
  • Time Held Top10:10.40 quarters
  • Time Held All:15.81 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

06/30/2022

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2022-08-15

Performance for Q2 2022: 26.87%
Performance Last 4 Quarters: -39.49%
Performance Metrics
Stdev (5-yrs): Subscription required BETA (5-yrs): Subscription required ALPHA (3-yrs): Subscription required
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Tracking Error (3 yrs): Subscription required Stdev Down (3-yrs): Subscription required Winning Months %: Subscription required
Losing Months %: Subscription required Best 12 Months: Subscription required Worst 12 Months: Subscription required
Efficiency Ratio (3-yrs): Subscription required Sharpe: Subscription required Stdev Sectors: Subscription required
Skewness (3-yrs): Subscription required Kurtosis (3-yrs): Subscription required Upside Potential (3-yrs): Subscription required
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View Last Form Adv Compilation Report on Record

ORACLE INVESTMENT MANAGEMENT, INC.
Classified as Hedge Fund
177 W PUTNAM AVENUE
GREENWICH CT    06902
Country: United States
Business Phone: 203-862-7900
Fax: 203-862-1613
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Corporation
Organized in: DE
Number of employees: 4
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Performance-based fees
Amount of client funds and securities: 0
Total Number of Clients: 3
Amount of client funds and securities by related persons: 1,118,990,000
Total Number of clients from related persons: 3
Disclosures:
Data above was derived from SEC filings.

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ORACLE INVESTMENT MANAGEMENT, INC.

ownership team - last updated 2022-04-01
Name Title Start Date Direct/Indirect % Ownership
FEINBERG, LARRY, NEIL SOLE OWNER OF ORACLE INVESTMENT MANAGEMENT, INC. AND MANAGING MEMBER OF ORACLE ASSOCIATES, LLC (RELYING ADVISER) 07/01/1993 Direct 75% or more
Fund Name Position direct/indirect start date end date
ORACLE INVESTMENT MANAGEMENT, INC. OWNER direct 1993-07-01
ORACLE INVESTMENT MANAGEMENT, INC. SOLE OWNER OF ORACLE INVESTMENT MANAGEMENT, INC. AND MANAGING MEMBER OF ORACLE ASSOCIATES, LLC (RELYING ADVISER) direct 1993-07-01
VOGEL, MITCHELL, DAVID CHIEF FINANCIAL OFFICER / CHIEF COMPLIANCE OFFICER 02/01/2020 Direct less than 5%
Fund Name Position direct/indirect start date end date
ORCHARD HILL CAPITAL MANAGEMENT LP CHIEF FINANCIAL OFFICER direct 2012-02-01
ORCHARD HILL CAPITAL MANAGEMENT LP CHIEF COMPLIANCE OFFICER direct 2012-11-01

Private Funds

Name Country Fund Identification Number Fund Type Gross Asset Value Minimum Investment Other
ORACLE PARTNERS, LP United States 805-7406122341 Hedge Fund 827,640,518 2,000,000
ORACLE INSTITUTIONAL PARTNERS, LP United States 805-4771720857 Hedge Fund 112,415,416 1,000,000
ORACLE TEN FUND, LP United States 805-7262245718 Hedge Fund 178,935,161 1,000,000

ORACLE INVESTMENT MANAGEMENT, INC.

ownership team - last updated 2021-11-15
Name Title Start Date Direct/Indirect % Ownership
FEINBERG, LARRY, NEIL SOLE OWNER OF ORACLE INVESTMENT MANAGEMENT, INC. AND MANAGING MEMBER OF ORACLE ASSOCIATES, LLC (RELYING ADVISER) 07/01/1993 Direct 75% or more
Fund Name Position direct/indirect start date end date
ORACLE INVESTMENT MANAGEMENT, INC. OWNER direct 1993-07-01
ORACLE INVESTMENT MANAGEMENT, INC. SOLE OWNER OF ORACLE INVESTMENT MANAGEMENT, INC. AND MANAGING MEMBER OF ORACLE ASSOCIATES, LLC (RELYING ADVISER) direct 1993-07-01
VOGEL, MITCHELL, DAVID CHIEF FINANCIAL OFFICER / CHIEF COMPLIANCE OFFICER 02/01/2020 Direct less than 5%
Fund Name Position direct/indirect start date end date
ORCHARD HILL CAPITAL MANAGEMENT LP CHIEF FINANCIAL OFFICER direct 2012-02-01
ORCHARD HILL CAPITAL MANAGEMENT LP CHIEF COMPLIANCE OFFICER direct 2012-11-01

Private Funds

Name Country Fund Identification Number Fund Type Gross Asset Value Minimum Investment Other
ORACLE TEN FUND, LP United States 805-7262245718 Hedge Fund 196,213,790 1,000,000
ORACLE PARTNERS, LP United States 805-7406122341 Hedge Fund 802,461,509 2,000,000
ORACLE INSTITUTIONAL PARTNERS, LP United States 805-4771720857 Hedge Fund 103,938,315 1,000,000

ORACLE INVESTMENT MANAGEMENT, INC.

ownership team - last updated 2021-05-06
Name Title Start Date Direct/Indirect % Ownership
FEINBERG, LARRY, NEIL SOLE OWNER OF ORACLE INVESTMENT MANAGEMENT, INC. AND MANAGING MEMBER OF ORACLE ASSOCIATES, LLC (RELYING ADVISER) 07/01/1993 Direct 75% or more
Fund Name Position direct/indirect start date end date
ORACLE INVESTMENT MANAGEMENT, INC. OWNER direct 1993-07-01
ORACLE INVESTMENT MANAGEMENT, INC. SOLE OWNER OF ORACLE INVESTMENT MANAGEMENT, INC. AND MANAGING MEMBER OF ORACLE ASSOCIATES, LLC (RELYING ADVISER) direct 1993-07-01
VOGEL, MITCHELL, DAVID CHIEF FINANCIAL OFFICER / CHIEF COMPLIANCE OFFICER 02/01/2020 Direct less than 5%
Fund Name Position direct/indirect start date end date
ORCHARD HILL CAPITAL MANAGEMENT LP CHIEF FINANCIAL OFFICER direct 2012-02-01
ORCHARD HILL CAPITAL MANAGEMENT LP CHIEF COMPLIANCE OFFICER direct 2012-11-01

Private Funds

Name Country Fund Identification Number Fund Type Gross Asset Value Minimum Investment Other
ORACLE TEN FUND, LP United States 805-7262245718 Hedge Fund 196,213,790 1,000,000
ORACLE PARTNERS, LP United States 805-7406122341 Hedge Fund 802,461,509 2,000,000
ORACLE INSTITUTIONAL PARTNERS, LP United States 805-4771720857 Hedge Fund 103,938,315 1,000,000

ORACLE INVESTMENT MANAGEMENT, INC.

ownership team - last updated 2021-03-31
Name Title Start Date Direct/Indirect % Ownership
FEINBERG, LARRY, NEIL SOLE OWNER OF ORACLE INVESTMENT MANAGEMENT, INC. AND MANAGING MEMBER OF ORACLE ASSOCIATES, LLC (RELYING ADVISER) 07/01/1993 Direct 75% or more
Fund Name Position direct/indirect start date end date
ORACLE INVESTMENT MANAGEMENT, INC. OWNER direct 1993-07-01
ORACLE INVESTMENT MANAGEMENT, INC. SOLE OWNER OF ORACLE INVESTMENT MANAGEMENT, INC. AND MANAGING MEMBER OF ORACLE ASSOCIATES, LLC (RELYING ADVISER) direct 1993-07-01
VOGEL, MITCHELL, DAVID CHIEF FINANCIAL OFFICER / CHIEF COMPLIANCE OFFICER 02/01/2020 Direct less than 5%
Fund Name Position direct/indirect start date end date
ORCHARD HILL CAPITAL MANAGEMENT LP CHIEF FINANCIAL OFFICER direct 2012-02-01
ORCHARD HILL CAPITAL MANAGEMENT LP CHIEF COMPLIANCE OFFICER direct 2012-11-01

Private Funds

Name Country Fund Identification Number Fund Type Gross Asset Value Minimum Investment Other
ORACLE TEN FUND, LP United States 805-7262245718 Hedge Fund 196,213,790 1,000,000
ORACLE PARTNERS, LP United States 805-7406122341 Hedge Fund 802,461,509 2,000,000
ORACLE INSTITUTIONAL PARTNERS, LP United States 805-4771720857 Hedge Fund 103,938,315 1,000,000

ORACLE INVESTMENT MANAGEMENT, INC.

ownership team - last updated 2020-03-30
Name Title Start Date Direct/Indirect % Ownership

Private Funds

Name Country Fund Identification Number Fund Type Gross Asset Value Minimum Investment Other
ORACLE TEN FUND, LP United States 805-7262245718 Hedge Fund 130,105,974 1,000,000
ORACLE PARTNERS, LP United States 805-7406122341 Hedge Fund 555,074,943 2,000,000
ORACLE INSTITUTIONAL PARTNERS, LP United States 805-4771720857 Hedge Fund 74,280,810 1,000,000

ORACLE INVESTMENT MANAGEMENT, INC.

ownership team - last updated 2019-03-29
Name Title Start Date Direct/Indirect % Ownership
FEINBERG, LARRY, NEIL SOLE OWNER OF ORACLE INVESTMENT MANAGEMENT, INC. AND MANAGING MEMBER OF ORACLE ASSOCIATES, LLC (RELYING ADVISER) 07/01/1993 Direct 75% or more
Fund Name Position direct/indirect start date end date
ORACLE INVESTMENT MANAGEMENT, INC. OWNER direct 1993-07-01
ORACLE INVESTMENT MANAGEMENT, INC. SOLE OWNER OF ORACLE INVESTMENT MANAGEMENT, INC. AND MANAGING MEMBER OF ORACLE ASSOCIATES, LLC (RELYING ADVISER) direct 1993-07-01
LISSETTE, HANNAH, WHITNEY CHIEF COMPLIANCE OFFICER 10/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
ORACLE INVESTMENT MANAGEMENT, INC. CHIEF COMPLIANCE OFFICER direct 2017-10-01
Cronin, Tina, Marie CHIEF FINANCIAL OFFICER 09/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
ORACLE INVESTMENT MANAGEMENT, INC. CHIEF FINANCIAL OFFICER direct 2017-09-01

Private Funds

Name Country Fund Identification Number Fund Type Gross Asset Value Minimum Investment Other
ORACLE TEN FUND, LP United States 805-7262245718 Hedge Fund 83,040,092 1,000,000
ORACLE PARTNERS, LP United States 805-7406122341 Hedge Fund 358,976,130 2,000,000
ORACLE INSTITUTIONAL PARTNERS, LP United States 805-4771720857 Hedge Fund 51,708,142 1,000,000

ORACLE INVESTMENT MANAGEMENT, INC.

ownership team - last updated 2018-06-28
Name Title Start Date Direct/Indirect % Ownership
FEINBERG, LARRY, NEIL SOLE OWNER OF ORACLE INVESTMENT MANAGEMENT, INC. AND MANAGING MEMBER OF ORACLE ASSOCIATES, LLC (RELYING ADVISER) 07/01/1993 Direct 75% or more
Fund Name Position direct/indirect start date end date
ORACLE INVESTMENT MANAGEMENT, INC. OWNER direct 1993-07-01
ORACLE INVESTMENT MANAGEMENT, INC. SOLE OWNER OF ORACLE INVESTMENT MANAGEMENT, INC. AND MANAGING MEMBER OF ORACLE ASSOCIATES, LLC (RELYING ADVISER) direct 1993-07-01
WHITNEY, HANNAH, ALYSSA CHIEF COMPLIANCE OFFICER 10/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
ORACLE INVESTMENT MANAGEMENT, INC. CHIEF COMPLIANCE OFFICER direct 2017-10-01
Cronin, Tina, Marie CHIEF FINANCIAL OFFICER 09/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
ORACLE INVESTMENT MANAGEMENT, INC. CHIEF FINANCIAL OFFICER direct 2017-09-01

Private Funds

Name Country Fund Identification Number Fund Type Gross Asset Value Minimum Investment Other
ORACLE TEN FUND MASTER, LP Cayman Islands 805-9797410282 Hedge Fund 137,011,566 1,000,000 Master Fund
ORACLE PARTNERS, LP United States 805-7406122341 Hedge Fund 624,782,371 2,000,000
ORACLE INSTITUTIONAL PARTNERS, LP United States 805-4771720857 Hedge Fund 100,646,758 1,000,000

WhaleScore history for ORACLE INVESTMENT MANAGEMENT INC

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