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Bio-Rad Laboratories Class A

467 hedge funds and large institutions have $6.73B invested in Bio-Rad Laboratories Class A in 2023 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 146 increasing their positions, 181 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.52% more ownership

Funds ownership: 76.74%78.26% (+1.5%)

2% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 58

0% more funds holding in top 10

Funds holding in top 10: 99 (0)

0% less funds holding

Funds holding: 468467 (-1)

7% less call options, than puts

Call options by funds: $24.6M | Put options by funds: $26.4M

6% less capital invested

Capital invested by funds: $7.19B → $6.73B (-$462M)

19% less repeat investments, than reductions

Existing positions increased: 146 | Existing positions reduced: 181

Holders
467
Holders Change
-1
Holders Change %
-0.21%
% of All Funds
7.41%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.14%
New
59
Increased
146
Reduced
181
Closed
58
Calls
$24.6M
Puts
$26.4M
Net Calls
-$1.76M
Net Calls Change
+$23.1M
Name Holding Trade Value Shares
Change
Change in
Stake
PB
401
Pinnacle Bancorp
Nebraska
$13.3K
CT
402
Cambridge Trust
Massachusetts
$12.2K
HFS
403
Hantz Financial Services
Michigan
$11K -$1.54K -4 -12%
QCG
404
Quadrant Capital Group
Ohio
$10.8K -$5.4K -14 -32%
HGERS
405
Householder Group Estate & Retirement Specialist
Arizona
$10.8K +$11.6K +30 New
MPWT
406
MassMutual Private Wealth & Trust
Connecticut
$10.4K -$1.93K -5 -15%
EWA
407
EverSource Wealth Advisors
Alabama
$10K -$4.63K -12 -30%
NS
408
NBC Securities
Alabama
$10K +$11.2K +29 New
CPG
409
Cornerstone Planning Group
New Jersey
$9.68K -$1.93K -5 -16%
WBC
410
West Branch Capital
Massachusetts
$8.24K
GWS
411
Glassman Wealth Services
Virginia
$7.89K -$6.17K -16 -42%
MCM
412
MV Capital Management
Maryland
$7.53K -$2.31K -6 -22%
BAAM
413
Baker Avenue Asset Management
California
$7.17K +$6.17K +16 +400%
FRA
414
Front Row Advisors
California
$6.09K
C
415
Covestor
United Kingdom
$6K -$386 -1 -6%
CSPIA
416
Cary Street Partners Investment Advisory
Virginia
$5.74K
SC
417
Solstein Capital
California
$5.74K
LC
418
Lindbrook Capital
California
$5.74K +$772 +2 +14%
KFS
419
Kelly Financial Services
Massachusetts
$5.74K +$3.09K +8 +100%
DMBA
420
Deseret Mutual Benefit Administrators
Utah
$5.38K
SFG
421
Steward Financial Group
Texas
$5K +$5.79K +15 New
GFPC
422
Global Financial Private Client
Florida
$4.92K
CFD
423
Creative Financial Designs
Indiana
$4.66K
BIA
424
Bell Investment Advisors
California
$4.3K -$386 -1 -8%
JWA
425
JFS Wealth Advisors
Pennsylvania
$4.3K +$1.16K +3 +33%

BIO Hedge Fund Activity: Q3 2023 in Review

467 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Bio-Rad Laboratories Class A (BIO) for Q3 2023, worth a combined $6.73B — down 6.4% from $7.19B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new BIO positions and 58 closed out — a net gain of 1 holder — while 146 added to existing stakes and 181 trimmed.

The largest buyer was Massachusetts Financial Services, opening a new position worth an estimated $125M. The largest seller was Champlain Investment Partners, exiting entirely with an estimated $97.3M sold.

  • 467 institutional investors held Bio-Rad Laboratories Class A (BIO) as of Q3 2023, down from 468 in Q2 2023.
  • Funds reported $6.73B of Bio-Rad Laboratories Class A stock for Q3 2023, down 6.4% quarter-over-quarter.
  • 59 funds opened new Bio-Rad Laboratories Class A positions in Q3 2023 and 58 closed out, a net change of +1 holder.
  • The largest Bio-Rad Laboratories Class A buyer in Q3 2023 was Massachusetts Financial Services, an estimated $125M added.
  • The largest Bio-Rad Laboratories Class A seller in Q3 2023 was Champlain Investment Partners, an estimated $97.3M sold.

Based on aggregated 13F filings for Q3 2023.