SEC 13F Intelligence

Managers / Q3 2021 · view latest →

DSC Advisors, L.P.

CIK 0001299434 · 900 NORTH MICHIGAN AVENUE, SUITE 1600, CHICAGO, IL, 60611 · (312) 915-2485

Reported Value
$98M
Q3 2021
Positions
74
Filings on Record
23
2019–present window
Filed
Nov 15, 2021
original filing

Summary

Dsc Advisors, L.P. reported $98M in U.S.-listed holdings across 74 positions for Q3 2021.

Its largest position, CVS, represents 9.5% of the portfolio.

Compared with Q2 2021, the fund opened 10 new positions and exited 12.

Portfolio Metrics

Turnover
+18.4%
vs prior filed quarter
Top-10 Concentration
+48.7%
share of reported value
Largest Position
+9.5%
Cvs Health
New / Exited
10 / 12
positions this quarter

Methodology: turnover is min(value bought, value sold) ÷ average reported value across the two quarters — value-based, so market moves inflate it slightly versus a share-based measure. Concentration and largest position are shares of the filing’s total reported value, options excluded, with multiple share classes and repeated sub-manager rows for the same issuer combined into one position — the same rule the holdings table uses by default. New/exited counts compare against the prior filed quarter. All figures derive solely from the fund’s 13F filings.

Reported Value by Quarter

13F Reported Value
Q1 ’19: $544MQ1 ’19Q2 ’19: $569MQ3 ’19: $506MQ4 ’19: $209MQ4 ’19Q1 ’20: $102MQ2 ’20: $91MQ3 ’20: $149MQ3 ’20Q4 ’20: $121MQ1 ’21: $161MQ2 ’21: $138MQ2 ’21Q3 ’21: $98MQ4 ’21: $129MQ1 ’22: $290MQ1 ’22Q2 ’22: $100MQ3 ’22: $97MQ4 ’22: $44MQ4 ’22Q1 ’23: $115MQ2 ’23: $67MQ3 ’23: $78MQ3 ’23Q4 ’23: $61MQ1 ’24: $63MQ2 ’24: $30MQ2 ’24Q3 ’24: $11Mfilingsflow.com

Portfolio Composition

By security type
Common Stock: 79.5%ETP: 14.3%Other: 6.2%
  • Common Stock · 79.5% · $78M
  • ETP · 14.3% · $14M
  • Other · 6.2% · $6M

Quarter-over-Quarter Changes full breakdown →

vs Q2 2021 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
SPYSPDR S&P 500 ETF TRNEW+31.5K31.5K+$14M$14M
SLVISHARES SILVER TRNEW+25.0K25.0K+$513,000$513,000
ADPAUTOMATIC DATA PROCESSING INNEW+1.5K1.5K+$304,000$304,000
GENERAL ELECTRIC CONEW+2.2K2.2K+$227,000$227,000
DHRDANAHER CORPORATIONNEW+736736+$224,000$224,000
SPGIS&P GLOBAL INCNEW+524524+$223,000$223,000
WFCWELLS FARGO CO NEWNEW+4.7K4.7K+$218,000$218,000
PFEPFIZER INCNEW+4.8K4.8K+$207,000$207,000

Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.

Holdings — Q3 2021

66 positions (from 70 filing rows — )
#IssuerClass% PortfolioValueShares
1CVSCVS HEALTH CORPhistory →COM9.48%$9M110.0K
2GOOGALPHABET INCCAP STK CL C · CAP STK CL A8.14%$8M3.0K
3CORAMERISOURCEBERGEN CORPhistory →COM7.88%$8M65.0K
4BMYBRISTOL-MYERS SQUIBB COhistory →COM5.51%$5M91.8K
5ATHENE HOLDING LTDCL A4.44%$4M63.5K
6GLOBAL BLOOD THERAPEUTICS INCOM4.14%$4M160.0K
7EHTHEHEALTH INChistory →COM3.91%$4M95.0K
8MSFTMICROSOFT CORPhistory →COM1.94%$2M6.8K
9METAFACEBOOK INChistory →CL A1.64%$2M4.8K
10AAPLAPPLE INChistory →COM1.61%$2M11.2K
11VYNE THERAPEUTICS INCCOM1.55%$2M1.10M
12AMZNAMAZON COM INChistory →COM1.50%$1M449
13EARGO INCCOM1.33%$1M195.0K
14BRK/BBERKSHIRE HATHAWAY INC DELhistory →CL B NEW1.11%$1M4.0K
15VVISA INChistory →COM CL A1.09%$1M4.8K
16MAMASTERCARD INCORPORATEDCL A0.99%$977,0002.8K
17PYPLPAYPAL HLDGS INCCOM0.94%$923,0003.5K
18NFLXNETFLIX INCCOM0.91%$895,0001.5K
19CRMSALESFORCE COM INCCOM0.87%$854,0003.1K
20COMSOVEREIGN HLDG CORPCOM NEW · *W EXP 12/18/2020.84%$826,000680.0K
21ADBEADOBE SYSTEMS INCORPORATEDCOM0.83%$818,0001.4K
22UNITED STATES STL CORP NEWCOM0.78%$769,00035.0K
23ACNACCENTURE PLC IRELANDSHS CLASS A0.77%$757,0002.4K
24PGPROCTER AND GAMBLE COCOM0.76%$752,0005.4K
25NVDANVIDIA CORPORATIONCOM0.76%$746,0003.6K
26TSLATESLA INCCOM0.74%$732,000944
27JPMJPMORGAN CHASE & COCOM0.58%$567,0003.5K
28ORCLORACLE CORPCOM0.55%$545,0006.3K
29INTUINTUITCOM0.49%$483,000896
30PEPPEPSICO INCCOM0.46%$453,0003.0K
31KOCOCA COLA COCOM0.46%$450,0008.6K
32IBMINTERNATIONAL BUSINESS MACHSCOM0.45%$442,0003.2K
33HDHOME DEPOT INCCOM0.43%$424,0001.3K
34UNHUNITEDHEALTH GROUP INCCOM0.41%$407,0001.0K
35NOWSERVICENOW INCCOM0.41%$400,000643
36DISDISNEY WALT COCOM0.37%$369,0002.2K
37JNJJOHNSON & JOHNSONCOM0.37%$367,0002.3K
38BACBK OF AMERICA CORPCOM0.37%$366,0008.6K
39LINDE PLCSHS0.37%$360,0001.2K
40CSCOCISCO SYS INCCOM0.36%$359,0006.6K
41INTCINTEL CORPCOM0.33%$322,0006.0K
42HONHONEYWELL INTL INCCOM0.33%$322,0001.5K
43ADPAUTOMATIC DATA PROCESSING INCOM0.31%$304,0001.5K
44CMCSACOMCAST CORP NEWCL A0.31%$301,0005.4K
45UNPUNION PAC CORPCOM0.29%$286,0001.5K
46UPSUNITED PARCEL SERVICE INCCL B0.29%$286,0001.6K
47RTXRAYTHEON TECHNOLOGIES CORPCOM0.29%$284,0003.3K
48BABOEING COCOM0.28%$280,0001.3K
49TXNTEXAS INSTRS INCCOM0.27%$263,0001.4K
50FISFIDELITY NATL INFORMATION SVCOM0.26%$256,0002.1K
51TMOTHERMO FISHER SCIENTIFIC INCCOM0.25%$247,000433
52ABTABBOTT LABSCOM0.25%$243,0002.1K
53COSTCOSTCO WHSL CORP NEWCOM0.24%$234,000520
54QCOMQUALCOMM INCCOM0.23%$229,0001.8K
55CATCATERPILLAR INCCOM0.23%$228,0001.2K
56AVGOBROADCOM INCCOM0.23%$228,000471
57GENERAL ELECTRIC COCOM NEW0.23%$227,0002.2K
58DHRDANAHER CORPORATIONCOM0.23%$224,000736
59SPGIS&P GLOBAL INCCOM0.23%$223,000524
60MMM3M COCOM0.22%$221,0001.3K
61WFCWELLS FARGO CO NEWCOM0.22%$218,0004.7K
62NKENIKE INCCL B0.22%$217,0001.5K
63MCDMCDONALDS CORPCOM0.21%$211,000877
64PFEPFIZER INCCOM0.21%$207,0004.8K
65HYREQHYRECAR INCCOM0.17%$170,00020.0K
66SPYSPDR S&P 500 ETF TRTR UNIT0.01%$9,00021

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q3 2024$11M19Nov 14, 202413F-HRchanges · EDGAR ↗
Q2 2024$30M24Aug 14, 202413F-HRchanges · EDGAR ↗
Q1 2024$63M34May 15, 202413F-HRchanges · EDGAR ↗
Q4 2023$61M32Feb 14, 202413F-HRchanges · EDGAR ↗
Q3 2023$78M33Nov 14, 202313F-HRchanges · EDGAR ↗
Q2 2023$67M31Aug 14, 202313F-HRchanges · EDGAR ↗
Q1 2023$115M24May 15, 202313F-HRchanges · EDGAR ↗
Q4 2022$44M17Feb 14, 202313F-HRchanges · EDGAR ↗
Q3 2022$97M97Nov 14, 202213F-HRchanges · EDGAR ↗
Q2 2022$100M113Aug 15, 202213F-HRchanges · EDGAR ↗
Q1 2022$290M132May 16, 202213F-HRchanges · EDGAR ↗
Q4 2021$129M72Feb 14, 202213F-HRchanges · EDGAR ↗
Q3 2021$98M74Nov 15, 202113F-HRchanges · EDGAR ↗
Q2 2021$138M74Aug 16, 202113F-HRchanges · EDGAR ↗
Q1 2021$161M85May 14, 202113F-HRchanges · EDGAR ↗
Q4 2020$121M51Feb 16, 202113F-HRchanges · EDGAR ↗
Q3 2020$149M49Nov 16, 202013F-HRchanges · EDGAR ↗
Q2 2020$91M37Aug 14, 202013F-HRchanges · EDGAR ↗
Q1 2020$102M35May 15, 202013F-HRchanges · EDGAR ↗
Q4 2019$209M88Feb 14, 202013F-HRchanges · EDGAR ↗
Q3 2019$506M97Nov 14, 201913F-HRchanges · EDGAR ↗
Q2 2019$569M85Aug 14, 201913F-HRchanges · EDGAR ↗
Q1 2019$544M81May 15, 201913F-HRchanges · EDGAR ↗

Other Included Managers

This filing reports holdings on behalf of 1 additional manager.

  • DSCQG PR LLC028-18129

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.