Institutional Manager · CIK 0001542339
Essex Woodlands Management, Inc.
THE WOODLANDS, TX · File #028-14839
Latest AUM
$318.3M
Positions
6
Top-10 Concentration
100.0%
Filings
9
Portfolio Value Over Time
2024-03
2024-06
2024-09
2024-12
2025-03
2025-06
2025-09
2025-12
Biggest QoQ Changes
Ranked by conviction flow (share change × current price) so mark-to-market moves don't dominate. Price effect column shows how much of the $ change was just the stock moving.
| Action | Issuer | Ticker / CUSIP | Δ Shares | Flow ($) | Price Effect |
|---|---|---|---|---|---|
| ADD | TELA BIO INC | TELA | +3,604,000 | +$4.3M | -$1.3M |
| REDUCE | BIOVENTUS INC | BVS | 0 | $0 | +$9.8M |
| REDUCE | EYEPOINT PHARMACEUTICALS INC | EYPT | 0 | $0 | +$4.4M |
| REDUCE | MEDICINOVA INC | MNOV | 0 | $0 | +$44,238 |
| REDUCE | MIMEDX GROUP INC | MDXG | 0 | $0 | -$5.9M |
| REDUCE | VENUS CONCEPT INC | VERO | 0 | $0 | -$81,197 |
Sector Allocation
Filing History
- 13F HOLDINGS REPORTQ/E Dec 20256 pos · $318.3M
- 13F HOLDINGS REPORTQ/E Sep 20256 pos · $307.1M
- 13F HOLDINGS REPORTQ/E Jun 20256 pos · $279.1M
- 13F HOLDINGS REPORTQ/E Mar 20256 pos · $346.7M
- 13F HOLDINGS REPORTQ/E Dec 20247 pos · $433.2M
- 13F HOLDINGS REPORTQ/E Sep 20247 pos · $350.4M
- 13F HOLDINGS REPORTQ/E Jun 20247 pos · $306.7M
- 13F HOLDINGS REPORTQ/E Mar 20247 pos · $344.8M
- 13F HOLDINGS REPORTQ/E Dec 20236 pos · $113.4M
Top 6 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | MIMEDX GROUP INC | MDXG | 28,195,249 | $190.9M | 59.97% |
| 2 | BIOVENTUS INC | BVS | 13,021,324 | $96.9M | 30.44% |
| 3 | EYEPOINT PHARMACEUTICALS INC | EYPT | 1,084,857 | $19.8M | 6.23% |
| 4 | TELA BIO INC | TELA | 7,714,709 | $9.1M | 2.86% |
| 5 | MEDICINOVA INC | MNOV | 1,105,941 | $1.4M | 0.46% |
| 6 | VENUS CONCEPT INC | VERO | 99,021 | $146,551 | 0.05% |