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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
PWMG
451
Prestige Wealth Management Group
New Jersey
$1.08K
SWM
452
Sanctuary Wealth Management
Idaho
$1.07K
SWA
453
Sutton Wealth Advisors
Florida
$1.07K
PWA
454
Provenance Wealth Advisors
Florida
$1.07K +$1.16K +3 New
PI
455
PEAK6 Investments
Illinois
$1.07K
Lazard Asset Management
456
Lazard Asset Management
New York
$1K
TFGT
457
TS Financial Group (TSFG)
Illinois
$1K
AF
458
Advisornet Financial
Minnesota
$717 -$386 -1 -33%
AIC
459
Archer Investment Corporation
Indiana
$717
CWP
460
Concord Wealth Partners
Virginia
$717
FWM
461
Focused Wealth Management
New York
$717
GI
462
Gradient Investments
Minnesota
$717
LOIP
463
Live Oak Investment Partners
Texas
$717
ECM
464
Everence Capital Management
Indiana
$581 +$347K +900 +125%
TWD
465
True Wealth Design
Ohio
$359
CTA
466
Colonial Trust Advisors
South Carolina
$358
NSIM
467
North Star Investment Management
Illinois
$358
Jones Financial Companies
468
Jones Financial Companies
Missouri
$358 +$386 +1 New
CWC
469
Carolinas Wealth Consulting
North Carolina
$275 +$386 +1 New
FGAM
470
Financial Gravity Asset Management
Texas
$149
CIP
471
Champlain Investment Partners
Vermont
-$97.3M -256,730 Closed
EC
472
Eminence Capital
New York
-$85.6M -225,881 Closed
APM
473
Avidity Partners Management
Texas
-$57.9M -152,600 Closed
AAM
474
Ardevora Asset Management
United Kingdom
-$35M -92,340 Closed
WCM
475
Wedge Capital Management
North Carolina
-$30.1M -79,426 Closed

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.