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Bio-Rad Laboratories Class A

302 hedge funds and large institutions have $4.58B invested in Bio-Rad Laboratories Class A in 2017 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 101 increasing their positions, 102 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

138% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 24

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

11% more funds holding

Funds holding: 271302 (+31)

7% more capital invested

Capital invested by funds: $4.27B → $4.58B (+$318M)

0.34% less ownership

Funds ownership: 78.25%77.91% (-0.34%)

1% less repeat investments, than reductions

Existing positions increased: 101 | Existing positions reduced: 102

74% less call options, than puts

Call options by funds: $2.1M | Put options by funds: $8.14M

Holders
302
Holders Change
+31
Holders Change %
+11.44%
% of All Funds
6.85%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.16%
New
57
Increased
101
Reduced
102
Closed
24
Calls
$2.1M
Puts
$8.14M
Net Calls
-$6.04M
Net Calls Change
-$7.55M
Name Holding Trade Value Shares
Change
Change in
Stake
WCBA
276
Weaver C. Barksdale & Associates
Tennessee
$11K -$969 -4 -8%
PCP
277
Proficio Capital Partners
Massachusetts
$10K
SWM
278
SeaCrest Wealth Management
New York
$10K +$9.69K +40 New
IWP
279
Icon Wealth Partners
Texas
$9K +$9.21K +38 New
GRP
280
Global Retirement Partners
California
$7K
YWP
281
YorkBridge Wealth Partners
New York
$7K
SWP
282
Stratos Wealth Partners
Ohio
$7K +$7.51K +31 New
PFBT
283
Parkside Financial Bank & Trust
Missouri
$6K -$1.94K -8 -23%
GBBWRPM
284
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$5K
LWA
285
Lenox Wealth Advisors
New York
$5K +$5.33K +22 New
BTIS
286
BB&T Investment Services
North Carolina
$4K
TL
287
TrueWealth LLC
Georgia
$4K +$3.63K +15 New
BL
288
Balentine LLC
Georgia
$3K
CFD
289
Creative Financial Designs
Indiana
$3K
IWM
290
IHT Wealth Management
Illinois
$3K
OC
291
Oakworth Capital
Alabama
$3K
QCG
292
Quadrant Capital Group
Ohio
$3K
FMA
293
FNY Managed Accounts
New York
$3K +$3.39K +14 New
PMFA
294
Plante Moran Financial Advisors
Michigan
$2K -$727 -3 -27%
SWP
295
Strategic Wealth Partners
Ohio
$2K +$1.7K +7 New
CIBC Private Wealth Group
296
CIBC Private Wealth Group
Georgia
$2K +$2.18K +9 New
SPI
297
Santori & Peters Inc
Pennsylvania
$2K +$2.91K +12 New
APA
298
American Portfolios Advisors
New York
$1.91K +$1.94K +8 New
VCM
299
Versant Capital Management
Arizona
$1K
Northwestern Mutual Wealth Management
300
Northwestern Mutual Wealth Management
Wisconsin
$1K +$1.21K +5 New

BIO Hedge Fund Activity: Q4 2017 in Review

302 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Bio-Rad Laboratories Class A (BIO) for Q4 2017, worth a combined $4.58B — up 7.5% from $4.27B a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new BIO positions and 24 closed out — a net gain of 33 holders — while 101 added to existing stakes and 102 trimmed.

The largest buyer was Renaissance Technologies, adding an estimated $52M. The largest seller was Ariel Investments, cutting an estimated $62.2M.

  • 302 institutional investors held Bio-Rad Laboratories Class A (BIO) as of Q4 2017, up from 271 in Q3 2017.
  • Funds reported $4.58B of Bio-Rad Laboratories Class A stock for Q4 2017, up 7.5% quarter-over-quarter.
  • 57 funds opened new Bio-Rad Laboratories Class A positions in Q4 2017 and 24 closed out, a net change of +33 holders.
  • The largest Bio-Rad Laboratories Class A buyer in Q4 2017 was Renaissance Technologies, an estimated $52M added.
  • The largest Bio-Rad Laboratories Class A seller in Q4 2017 was Ariel Investments, an estimated $62.2M sold.

Based on aggregated 13F filings for Q4 2017.