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Bio-Rad Laboratories Class A

232 hedge funds and large institutions have $2.53B invested in Bio-Rad Laboratories Class A in 2016 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 97 increasing their positions, 72 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

763% more call options, than puts

Call options by funds: $6.02M | Put options by funds: $697K

35% more repeat investments, than reductions

Existing positions increased: 97 | Existing positions reduced: 72

2% less capital invested

Capital invested by funds: $2.58B → $2.53B (-$48.1M)

1.13% less ownership

Funds ownership: 78.1%76.97% (-1.1%)

4% less funds holding

Funds holding: 241232 (-9)

24% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 29

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
232
Holders Change
-9
Holders Change %
-3.73%
% of All Funds
6.18%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
22
Increased
97
Reduced
72
Closed
29
Calls
$6.02M
Puts
$697K
Net Calls
+$5.32M
Net Calls Change
+$4.48M
Name Holding Trade Value Shares
Change
Change in
Stake
ACM
1
Atlanta Capital Management
Georgia
$236M -$1.57M -11,960 -0.7%
Vanguard Group
2
Vanguard Group
Pennsylvania
$196M +$6.22M +47,403 +3%
AI
3
Ariel Investments
Illinois
$137M -$191K -1,455 -0.1%
Acadian Asset Management
4
Acadian Asset Management
Massachusetts
$128M +$51.2K +390 +0%
LCS
5
Levin Capital Strategies
New York
$104M +$9.62M +73,248 +11%
BFA
6
BlackRock Fund Advisors
California
$102M +$973K +7,412 +1%
BIT
7
BlackRock Institutional Trust
California
$83.6M -$165K -1,256 -0.2%
Wells Fargo
8
Wells Fargo
California
$77.8M -$156K -1,189 -0.2%
State Street
9
State Street
Massachusetts
$75.8M +$2.9M +22,053 +4%
NIMC
10
NWQ Investment Management Company
California
$57.8M -$437K -3,330 -0.8%
UBS AM
11
UBS AM
Illinois
$56.8M -$7.23M -55,093 -12%
RFC
12
Russell Frank Company
Washington
$56.7M +$2.73M +20,800 +5%
FWIA
13
Fort Washington Investment Advisors
Ohio
$55.4M +$1.13M +8,616 +2%
HSBC Holdings
14
HSBC Holdings
United Kingdom
$44.7M +$13.1M +99,938 +44%
Bank of America
15
Bank of America
North Carolina
$44.4M -$20.1K -153 -0%
Millennium Management
16
Millennium Management
New York
$43.6M +$10.4M +79,129 +33%
TSW
17
Thompson Siegel & Walmsley
Virginia
$40.1M +$4.3M +32,721 +13%
EIP
18
Epoch Investment Partners
New York
$38.6M +$1.61M +12,295 +5%
Manulife (Manufacturers Life Insurance)
19
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$38.5M +$2.14M +16,295 +6%
Fisher Asset Management
20
Fisher Asset Management
Washington
$37.7M -$730K -5,559 -2%
Dimensional Fund Advisors
21
Dimensional Fund Advisors
Texas
$36.8M +$1.27M +9,695 +4%
Northern Trust
22
Northern Trust
Illinois
$33.3M +$1.18M +8,988 +4%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$30.5M -$11.4K -87 -0%
GIM
24
Granahan Investment Management
Massachusetts
$29.2M
RA
25
Royce & Associates
New York
$26.4M -$3.02M -23,000 -11%

BIO Hedge Fund Activity: Q1 2016 in Review

232 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Bio-Rad Laboratories Class A (BIO) for Q1 2016, worth a combined $2.53B — down 1.9% from $2.58B a quarter earlier.

Sellers outnumbered buyers: 29 funds closed out of BIO and 22 opened new positions — a net loss of 7 holders — while 72 trimmed existing stakes and 97 added.

The largest buyer was HSBC Holdings, adding an estimated $13.1M. The largest seller was Copper Rock Capital Partners, exiting entirely with an estimated $24.5M sold.

  • 232 institutional investors held Bio-Rad Laboratories Class A (BIO) as of Q1 2016, down from 241 in Q4 2015.
  • Funds reported $2.53B of Bio-Rad Laboratories Class A stock for Q1 2016, down 1.9% quarter-over-quarter.
  • 22 funds opened new Bio-Rad Laboratories Class A positions in Q1 2016 and 29 closed out, a net change of -7 holders.
  • The largest Bio-Rad Laboratories Class A buyer in Q1 2016 was HSBC Holdings, an estimated $13.1M added.
  • The largest Bio-Rad Laboratories Class A seller in Q1 2016 was Copper Rock Capital Partners, an estimated $24.5M sold.

Based on aggregated 13F filings for Q1 2016.