SV Health Investors, LLC Buys Repligen Corp, Sells AdaptHealth Corp, Bicycle Therapeutics PLC

Investment company SV Health Investors, LLC (Current Portfolio) buys Repligen Corp, sells AdaptHealth Corp, Bicycle Therapeutics PLC during the 3-months ended 2021Q3, according to the most recent filings of the investment company, SV Health Investors, LLC. As of 2021Q3, SV Health Investors, LLC owns 8 stocks with a total value of $204 million. These are the details of the buys and sells.

For the details of SV Health Investors, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/sv+health+investors%2C+llc/current-portfolio/portfolio

These are the top 5 holdings of SV Health Investors, LLC
  1. Bicycle Therapeutics PLC (BCYC) - 1,436,456 shares, 29.23% of the total portfolio. Shares reduced by 25%
  2. AdaptHealth Corp (AHCO) - 1,941,118 shares, 22.12% of the total portfolio. Shares reduced by 33.33%
  3. Misonix Inc (MSON) - 1,694,017 shares, 20.97% of the total portfolio.
  4. Sutro Biopharma Inc (STRO) - 1,824,542 shares, 16.87% of the total portfolio.
  5. Deciphera Pharmaceuticals Inc (DCPH) - 449,951 shares, 7.48% of the total portfolio.
New Purchase: Repligen Corp (RGEN)

SV Health Investors, LLC initiated holding in Repligen Corp. The purchase prices were between $194.77 and $324.21, with an estimated average price of $256.26. The stock is now traded at around $269.550000. The impact to a portfolio due to this purchase was 2.06%. The holding were 14,541 shares as of 2021-09-30.

Reduced: AdaptHealth Corp (AHCO)

SV Health Investors, LLC reduced to a holding in AdaptHealth Corp by 33.33%. The sale prices were between $21.49 and $27.46, with an estimated average price of $24.23. The stock is now traded at around $25.190000. The impact to a portfolio due to this sale was -11.59%. SV Health Investors, LLC still held 1,941,118 shares as of 2021-09-30.

Reduced: Bicycle Therapeutics PLC (BCYC)

SV Health Investors, LLC reduced to a holding in Bicycle Therapeutics PLC by 25%. The sale prices were between $27.95 and $44.24, with an estimated average price of $35.01. The stock is now traded at around $60.110000. The impact to a portfolio due to this sale was -6.33%. SV Health Investors, LLC still held 1,436,456 shares as of 2021-09-30.



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