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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
AWM
551
Accel Wealth Management
Iowa
-$958 -2 Closed
AAS
552
Ameritas Advisory Services
Nebraska
-$924 -2 Closed
TCA
553
Trifecta Capital Advisors
Illinois
-$959 -2 Closed
BWM
554
BerganKDV Wealth Management
Minnesota
-$480 -1 Closed

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.