Hedge Fund - Hudson Executive Capital

Douglas Braunstein And James Woolery Bio, Returns, AUM, Net Worth

Founded in 2015, Hudson Executive Capital is a hedge fund manager based in New York, known for its value-oriented, event-driven strategy. Specializing in engaging with U.S. small and mid-cap public companies, HEC identifies actionable opportunities to generate returns. Led by industry veterans Douglas Braunstein, former CFO and Vice Chairman of JPMorgan, and Douglas Bergeron, former CEO of Verifone, Inc., the firm manages the flagship HEC Master Fund (HMF) and has established selective co-investment SPVs to bolster fund positions. Leveraging extensive networks and decades of operational expertise, HEC aims to drive private-to-public investments, offering investors a unique avenue for returns.

Douglas Braunstein is Vice Chairman of Wells Fargo and the Founder and Managing Partner of Hudson Executive Capital. With over 35 years of industry experience, he held various executive roles during his 20-year tenure at JPMorgan Chase & Co., including Chief Financial Officer, Vice Chairman, and head of Americas Investment Banking, Global M&A, and Industry Coverage. Beyond his leadership at Hudson Executive Capital, Doug has served on the boards of six public companies and acted as Interim CEO of Talkspace, Inc. He is a trusted advisor to numerous boards and management teams, providing strategic counsel across corporate finance and transactions totaling nearly $1 trillion. Doug earned his B.S. from Cornell University in 1983 and his J.D. from Harvard Law School in 1986, and he remains actively engaged in several prestigious advisory and philanthropic roles in New York City.

James C. Woolery is the founder of Hudson Executive Capital LP, established in 2015, where he served as Managing Partner from 2015 to 2016. Currently, he holds positions as a Partner at King & Spalding LLP and a Partner at Woolery & Co. PLLC. Previously, he held roles as Chairman at Cadwalader, Wickersham & Taft LLP, Director at Aurora Technology Acquisition Corp., and Co-Head of Mergers & Acquisitions at J.P. Morgan & Co., Inc. (Old). During his tenure at Cravath, Swaine & Moore LLP from 1994 to 2011, where he was Senior Partner from 2002 to 2011. Mr. Woolery earned his undergraduate degree from Wake Forest University in 1991 and his graduate degree from the University of Kentucky in 1994.

Hudson Executive Capital (HEC) is a hedge fund managing discretionary assets totaling $1,148,886,000, according to their Form ADV filed on March 2024, and serving 9 clients. Their latest 13F filing for Q1 2024 reported $395,061,425 in managed 13F securities, with a top 10 holdings concentration of 100%. The fund's largest holding is Deutsche Bank AG (NYSE) ADR, with 18,841,315 shares held.

Douglas Braunstein And James Woolery
Fund Profile
Filing Period:
Fund Name: Hudson Executive Capital
Manager Douglas Braunstein And James Woolery
Portfolio Value $395,061,425
Change This QTR +0.41%
Filing Period:
Last update:
No. Security Ticker Shares Value Activity % Port History
1. DB 18,841,315 $293,731,771 -70% 74.35%
Cantaloupe Inc
9,270,694 $59,610,562 -25% 15.08%
3. TALK 11,340,600 $34,970,292 8.85%
4. LSYN 3,552,000 $6,748,800 +5% 1.7%
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