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Bio-Rad Laboratories Class A

505 hedge funds and large institutions have $9.2B invested in Bio-Rad Laboratories Class A in 2023 Q1 according to their latest regulatory filings, with 79 funds opening new positions, 197 increasing their positions, 161 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

103% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 39

86% more funds holding in top 10

Funds holding in top 10: 713 (+6)

22% more repeat investments, than reductions

Existing positions increased: 197 | Existing positions reduced: 161

15% more capital invested

Capital invested by funds: $8.03B → $9.2B (+$1.17B)

7% more funds holding

Funds holding: 471505 (+34)

0.53% more ownership

Funds ownership: 77.8%78.33% (+0.53%)

30% less call options, than puts

Call options by funds: $40.2M | Put options by funds: $57.4M

Holders
505
Holders Change
+34
Holders Change %
+7.22%
% of All Funds
8.05%
Holding in Top 10
13
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+85.71%
% of All Funds
0.21%
New
79
Increased
197
Reduced
161
Closed
39
Calls
$40.2M
Puts
$57.4M
Net Calls
-$17.2M
Net Calls Change
+$7.48M
Name Holding Trade Value Shares
Change
Change in
Stake
SIC
476
SJS Investment Consulting
Ohio
$2.4K +$936 +2 +67%
MIA
477
Milestone Investment Advisors
Wisconsin
$2.4K +$2.34K +5 New
SSC
478
Syverson Strege & Co
Iowa
$2.4K +$2.34K +5 New
FMP
479
Financial Management Professionals
Texas
$2K
Lazard Asset Management
480
Lazard Asset Management
New York
$2K
KFP
481
KB Financial Partners
New Jersey
$2K +$2.34K +5 New
PWMG
482
Prestige Wealth Management Group
New Jersey
$1.92K -$2.81K -6 -60%
NFSG
483
Newbridge Financial Services Group
Florida
$1.92K
AF
484
Advisornet Financial
Minnesota
$1.92K +$468 +1 +33%
DI
485
Disciplined Investments
Oklahoma
$1.92K +$468 +1 +33%
LFA
486
Legend Financial Advisors
Pennsylvania
$1.44K
SWA
487
Sutton Wealth Advisors
Florida
$1.44K
CAC
488
Core Alternative Capital
Georgia
$1.44K +$1.4K +3 New
MBFW
489
Morton Brown Family Wealth
Pennsylvania
$1.44K +$1.4K +3 New
TFGT
490
TS Financial Group (TSFG)
Illinois
$1K
TCA
491
Trifecta Capital Advisors
Illinois
$959
AWM
492
Accel Wealth Management
Iowa
$958
AIC
493
Archer Investment Corporation
Indiana
$958
CWP
494
Concord Wealth Partners
Virginia
$958
FWM
495
Focused Wealth Management
New York
$958
LOIP
496
Live Oak Investment Partners
Texas
$958
WPA
497
West Paces Advisors
Georgia
$958 +$468 +1 +100%
AAS
498
Ameritas Advisory Services
Nebraska
$924 +$936 +2 New
BWM
499
BerganKDV Wealth Management
Minnesota
$480
TWD
500
True Wealth Design
Ohio
$480 +$468 +1 New

BIO Hedge Fund Activity: Q1 2023 in Review

505 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Bio-Rad Laboratories Class A (BIO) for Q1 2023, worth a combined $9.2B — up 15% from $8.03B a quarter earlier.

Buyers outnumbered sellers: 79 funds opened new BIO positions and 39 closed out — a net gain of 40 holders — while 197 added to existing stakes and 161 trimmed.

The largest buyer was Los Angeles Capital Management, opening a new position worth an estimated $86.5M. The largest seller was Amundi, cutting an estimated $71.5M.

  • 505 institutional investors held Bio-Rad Laboratories Class A (BIO) as of Q1 2023, up from 471 in Q4 2022.
  • Funds reported $9.2B of Bio-Rad Laboratories Class A stock for Q1 2023, up 15% quarter-over-quarter.
  • 79 funds opened new Bio-Rad Laboratories Class A positions in Q1 2023 and 39 closed out, a net change of +40 holders.
  • The largest Bio-Rad Laboratories Class A buyer in Q1 2023 was Los Angeles Capital Management, an estimated $86.5M added.
  • The largest Bio-Rad Laboratories Class A seller in Q1 2023 was Amundi, an estimated $71.5M sold.

Based on aggregated 13F filings for Q1 2023.