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BioCardia
BCDA

16 hedge funds and large institutions have $710K invested in BioCardia in 2023 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 1 increasing their positions, 5 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

3,667% more call options, than puts

Call options by funds: $113K | Put options by funds: $3K

0.03% less ownership

Funds ownership: 0.54% → 0.51% (-0.03%)

30% less funds holding

Funds holding: 23 → 16 (-7)

80% less repeat investments, than reductions

Existing positions increased: 1 | Existing positions reduced: 5

84% less capital invested

Capital invested by funds: $4.43M → $710K (-$3.72M)

88% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 8

Holders
16
Holders Change
-7
Holders Change %
-30.43%
% of All Funds
0.25%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
1
Reduced
5
Closed
8
Calls
$113K
Puts
$3K
Net Calls
+$110K
Net Calls Change
-$71K

Top Buyers

Rank Fund Capital Flow
1
CM
CM Management
Florida
+$288K
2
HF
HRT Financial
New York
+$11.8K

Top Sellers

Rank Fund Capital Flow
1
LCM
Lynwood Capital Management
Ontario, Canada
-$344K
2
Vontobel Holding
Vontobel Holding
Switzerland
-$82.1K
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$53.7K
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$33.6K
5
Osaic Holdings
Osaic Holdings
Arizona
-$32.1K
Name Holding Trade Value Shares
Change 		Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$280K – – –
CM
2
CM Management
Florida
$258K +$288K +17,133 +75%
Geode Capital Management
3
Geode Capital Management
Massachusetts
$62K – – –
FM
4
Family Management
New York
$33.3K – – –
Brown Advisory
5
Brown Advisory
Maryland
$14.2K – – –
BlackRock
6
BlackRock
New York
$13.6K -$1.45K -86 -4%
Osaic Holdings
7
Osaic Holdings
Arizona
$9.19K -$32.1K -1,909 -57%
State Street
8
State Street
Massachusetts
$8.97K – – –
Northern Trust
9
Northern Trust
Illinois
$8.27K – – –
WS
10
Wedbush Securities
California
$6K – – –
Renaissance Technologies
11
Renaissance Technologies
New York
$5K -$8.08K -480 -41%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$4K -$53.7K -3,192 -83%
HF
13
HRT Financial
New York
$4K +$11.8K +700 New
Bank of America
14
Bank of America
North Carolina
$2.8K – – –
Morgan Stanley
15
Morgan Stanley
New York
$423 – – –
Wells Fargo
16
Wells Fargo
California
$40 -$17 -1 -14%
LCM
17
Lynwood Capital Management
Ontario, Canada
– -$344K -8,595 Closed
Vontobel Holding
18
Vontobel Holding
Switzerland
– -$82.1K -2,050 Closed
Bank of New York Mellon
19
Bank of New York Mellon
New York
– -$33.6K -839 Closed
Citadel Advisors
20
Citadel Advisors
Florida
– -$13.3K -790 Closed
Simplex Trading
21
Simplex Trading
Illinois
– -$4.04K -240 Closed
UBS Group
22
UBS Group
Switzerland
– -$1.64K -41 Closed
TRCT
23
Tower Research Capital (TRC)
New York
– -$382 -10 Closed
WP
24
WealthPLAN Partners
Nebraska
– -$67 -2 Closed

BCDA Hedge Fund Activity: Q3 2023 in Review

16 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in BioCardia (BCDA) for Q3 2023, worth a combined $710K — down 84% from $4.43M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of BCDA and 1 opened new positions — a net loss of 7 holders — while 5 trimmed existing stakes and 1 added.

The largest buyer was CM Management, adding an estimated $288K. The largest seller was Lynwood Capital Management, exiting entirely with an estimated $344K sold.

  • 16 institutional investors held BioCardia (BCDA) as of Q3 2023, down from 23 in Q2 2023.
  • Funds reported $710K of BioCardia stock for Q3 2023, down 84% quarter-over-quarter.
  • 1 fund opened new BioCardia positions in Q3 2023 and 8 closed out, a net change of -7 holders.
  • The largest BioCardia buyer in Q3 2023 was CM Management, an estimated $288K added.
  • The largest BioCardia seller in Q3 2023 was Lynwood Capital Management, an estimated $344K sold.

Based on aggregated 13F filings for Q3 2023.