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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
TAM
426
Tucker Asset Management
Colorado
$4.3K
VCM
427
Versant Capital Management
Arizona
$4.3K +$3.47K +9 +300%
HIA
428
Harbor Investment Advisory
Maryland
$3.58K -$139K -361 -97%
OC
429
Oakworth Capital
Alabama
$3.58K -$7.33K -19 -66%
CFB
430
Cullen/Frost Bankers
Texas
$3.23K
UB
431
UMB Bank
Missouri
$3.23K +$3.47K +9 New
PCTC
432
Perkins Coie Trust Company
Washington
$3.23K +$3.47K +9 New
APC
433
Aspire Private Capital
North Carolina
$2.87K
CT
434
Colonial Trust
South Carolina
$2.58K
AWM
435
Atticus Wealth Management
Florida
$2.51K
TFM
436
TFC Financial Management
Massachusetts
$2.51K
CSC
437
Caldwell Sutter Capital
California
$2.15K
NIC
438
Northwest Investment Counselors
Oregon
$2.15K
MIA
439
Milestone Investment Advisors
Wisconsin
$2.15K +$2.31K +6 New
FMP
440
Financial Management Professionals
Texas
$2K
ST
441
Smithfield Trust
Pennsylvania
$2K
KFP
442
KB Financial Partners
New Jersey
$2K +$1.93K +5 New
VNA
443
Valley National Advisers
Pennsylvania
$2K +$1.93K +5 New
ZB
444
Zions Bancorporation
Utah
$1.79K -$4.24K -11 -69%
WPA
445
West Paces Advisors
Georgia
$1.79K +$1.54K +4 +400%
BCMLT
446
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.52K
NFSG
447
Newbridge Financial Services Group
Florida
$1.43K
SIC
448
SJS Investment Consulting
Ohio
$1.43K
DJSG
449
D.J. St. Germain
Massachusetts
$1.43K +$1.54K +4 New
IHWM
450
Iron Horse Wealth Management
Iowa
$1.43K +$1.54K +4 New

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.