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Bio-Rad Laboratories Class A

471 hedge funds and large institutions have $8.03B invested in Bio-Rad Laboratories Class A in 2022 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 213 increasing their positions, 133 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more repeat investments, than reductions

Existing positions increased: 213 | Existing positions reduced: 133

1% more capital invested

Capital invested by funds: $7.92B → $8.03B (+$108M)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

10% less first-time investments, than exits

New positions opened: 56 | Existing positions closed: 62

1.36% less ownership

Funds ownership: 79.16%77.8% (-1.4%)

3% less funds holding

Funds holding: 485471 (-14)

35% less call options, than puts

Call options by funds: $46.2M | Put options by funds: $70.9M

Holders
471
Holders Change
-14
Holders Change %
-2.89%
% of All Funds
7.57%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
56
Increased
213
Reduced
133
Closed
62
Calls
$46.2M
Puts
$70.9M
Net Calls
-$24.7M
Net Calls Change
-$6.29M
Name Holding Trade Value Shares
Change
Change in
Stake
LFA
451
Legend Financial Advisors
Pennsylvania
$1.26K
SIC
452
SJS Investment Consulting
Ohio
$1.26K +$404 +1 +50%
AF
453
Advisornet Financial
Minnesota
$1.26K +$807 +2 +200%
AF
454
Affiance Financial
Minnesota
$1.26K +$1.21K +3 New
GI
455
Gradient Investments
Minnesota
$1.26K +$1.21K +3 New
SWM
456
Sanctuary Wealth Management
Idaho
$1.26K +$1.21K +3 New
UB
457
UMB Bank
Missouri
$1K -$28.7K -71 -97%
TFGT
458
TS Financial Group (TSFG)
Illinois
$1K
BWM
459
Baystate Wealth Management
Massachusetts
$1K +$807 +2 New
AWM
460
Accel Wealth Management
Iowa
$841
AIC
461
Archer Investment Corporation
Indiana
$841
CFB
462
Cullen/Frost Bankers
Texas
$841
FWM
463
Focused Wealth Management
New York
$841
CWP
464
Concord Wealth Partners
Virginia
$841 +$807 +2 New
MPCL
465
My Personal CFO LLC
Washington
$841 +$807 +2 New
TCA
466
Trifecta Capital Advisors
Illinois
$841 +$807 +2 New
LOIP
467
Live Oak Investment Partners
Texas
$840
BWM
468
BerganKDV Wealth Management
Minnesota
$420 +$404 +1 New
CTA
469
Colonial Trust Advisors
South Carolina
$420 +$404 +1 New
NSIM
470
North Star Investment Management
Illinois
$420 +$404 +1 New
WPA
471
West Paces Advisors
Georgia
$420 +$404 +1 New
ECM
472
Everence Capital Management
Indiana
$303 +$44.4K +110 +18%
AIM
473
Artemis Investment Management
United Kingdom
-$81.3M -194,607 Closed
Jennison Associates
474
Jennison Associates
New York
-$27.6M -66,234 Closed
ITP
475
Iron Triangle Partners
Connecticut
-$20.9M -50,000 Closed

BIO Hedge Fund Activity: Q4 2022 in Review

471 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Bio-Rad Laboratories Class A (BIO) for Q4 2022, worth a combined $8.03B — up 1.4% from $7.92B a quarter earlier.

Sellers outnumbered buyers: 62 funds closed out of BIO and 56 opened new positions — a net loss of 6 holders — while 133 trimmed existing stakes and 213 added.

The largest buyer was Thompson Siegel & Walmsley, adding an estimated $73.6M. The largest seller was Fidelity Investments, cutting an estimated $165M.

  • 471 institutional investors held Bio-Rad Laboratories Class A (BIO) as of Q4 2022, down from 485 in Q3 2022.
  • Funds reported $8.03B of Bio-Rad Laboratories Class A stock for Q4 2022, up 1.4% quarter-over-quarter.
  • 56 funds opened new Bio-Rad Laboratories Class A positions in Q4 2022 and 62 closed out, a net change of -6 holders.
  • The largest Bio-Rad Laboratories Class A buyer in Q4 2022 was Thompson Siegel & Walmsley, an estimated $73.6M added.
  • The largest Bio-Rad Laboratories Class A seller in Q4 2022 was Fidelity Investments, an estimated $165M sold.

Based on aggregated 13F filings for Q4 2022.