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Bio-Rad Laboratories Class A

468 hedge funds and large institutions have $7.19B invested in Bio-Rad Laboratories Class A in 2023 Q2 according to their latest regulatory filings, with 50 funds opening new positions, 156 increasing their positions, 194 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.59% less ownership

Funds ownership: 78.33%76.74% (-1.6%)

7% less funds holding

Funds holding: 505468 (-37)

20% less repeat investments, than reductions

Existing positions increased: 156 | Existing positions reduced: 194

22% less capital invested

Capital invested by funds: $9.2B → $7.19B (-$2.01B)

31% less funds holding in top 10

Funds holding in top 10: 139 (-4)

41% less first-time investments, than exits

New positions opened: 50 | Existing positions closed: 85

46% less call options, than puts

Call options by funds: $28.9M | Put options by funds: $53.7M

Holders
468
Holders Change
-37
Holders Change %
-7.33%
% of All Funds
7.35%
Holding in Top 10
9
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-30.77%
% of All Funds
0.14%
New
50
Increased
156
Reduced
194
Closed
85
Calls
$28.9M
Puts
$53.7M
Net Calls
-$24.8M
Net Calls Change
-$7.57M
Name Holding Trade Value Shares
Change
Change in
Stake
GFPC
426
Global Financial Private Client
Florida
$5.29K
BIA
427
Bell Investment Advisors
California
$4.93K -$2.85K -7 -35%
CFD
428
Creative Financial Designs
Indiana
$4.93K
TAM
429
Tucker Asset Management
Colorado
$4.55K
JWA
430
JFS Wealth Advisors
Pennsylvania
$3.41K
CFB
431
Cullen/Frost Bankers
Texas
$3.41K +$3.66K +9 New
BF
432
BOK Financial
Oklahoma
$3.03K -$1.22K -3 -27%
APC
433
Aspire Private Capital
North Carolina
$3.03K
KFS
434
Kelly Financial Services
Massachusetts
$3.03K +$3.26K +8 New
AWM
435
Atticus Wealth Management
Florida
$2.65K
TFM
436
TFC Financial Management
Massachusetts
$2.65K +$2.85K +7 New
CT
437
Colonial Trust
South Carolina
$2.63K
CSC
438
Caldwell Sutter Capital
California
$2.27K +$2.44K +6 New
FA
439
Fiduciary Alliance
South Carolina
$2.27K +$2.44K +6 New
NIC
440
Northwest Investment Counselors
Oregon
$2.27K +$2.44K +6 New
ST
441
Smithfield Trust
Pennsylvania
$2K -$26.5K -65 -93%
FMP
442
Financial Management Professionals
Texas
$2K
BG
443
Bollard Group
Massachusetts
$2K +$2.04K +5 New
NC
444
NewSquare Capital
Pennsylvania
$1.9K -$2.85K -7 -58%
BWA
445
BDO Wealth Advisors
Florida
$1.9K
SIC
446
SJS Investment Consulting
Ohio
$1.52K -$407 -1 -20%
NFSG
447
Newbridge Financial Services Group
Florida
$1.52K
BAAM
448
Baker Avenue Asset Management
California
$1.52K +$1.63K +4 New
BCMLT
449
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.52K +$1.63K +4 New
PWMG
450
Prestige Wealth Management Group
New Jersey
$1.14K -$407 -1 -25%

BIO Hedge Fund Activity: Q2 2023 in Review

468 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Bio-Rad Laboratories Class A (BIO) for Q2 2023, worth a combined $7.19B — down 22% from $9.2B a quarter earlier.

Sellers outnumbered buyers: 85 funds closed out of BIO and 50 opened new positions — a net loss of 35 holders — while 194 trimmed existing stakes and 156 added.

The largest buyer was Southeastern Asset Management, opening a new position worth an estimated $132M. The largest seller was AustralianSuper, exiting entirely with an estimated $122M sold.

  • 468 institutional investors held Bio-Rad Laboratories Class A (BIO) as of Q2 2023, down from 505 in Q1 2023.
  • Funds reported $7.19B of Bio-Rad Laboratories Class A stock for Q2 2023, down 22% quarter-over-quarter.
  • 50 funds opened new Bio-Rad Laboratories Class A positions in Q2 2023 and 85 closed out, a net change of -35 holders.
  • The largest Bio-Rad Laboratories Class A buyer in Q2 2023 was Southeastern Asset Management, an estimated $132M added.
  • The largest Bio-Rad Laboratories Class A seller in Q2 2023 was AustralianSuper, an estimated $122M sold.

Based on aggregated 13F filings for Q2 2023.