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Bio-Rad Laboratories Class A

483 hedge funds and large institutions have $6.06B invested in Bio-Rad Laboratories Class A in 2023 Q4 according to their latest regulatory filings, with 87 funds opening new positions, 165 increasing their positions, 171 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

66% more call options, than puts

Call options by funds: $47.3M | Put options by funds: $28.5M

36% more first-time investments, than exits

New positions opened: 87 | Existing positions closed: 64

11% more funds holding in top 10

Funds holding in top 10: 910 (+1)

3% more funds holding

Funds holding: 467483 (+16)

0.2% less ownership

Funds ownership: 78.26%78.06% (-0.2%)

4% less repeat investments, than reductions

Existing positions increased: 165 | Existing positions reduced: 171

10% less capital invested

Capital invested by funds: $6.73B → $6.06B (-$668M)

Holders
483
Holders Change
+16
Holders Change %
+3.43%
% of All Funds
7.04%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.15%
New
87
Increased
165
Reduced
171
Closed
64
Calls
$47.3M
Puts
$28.5M
Net Calls
+$18.8M
Net Calls Change
+$20.5M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$772M +$14.5M +46,119 +2%
BlackRock
2
BlackRock
New York
$473M +$9.27M +29,576 +2%
VAM
3
Veritas Asset Management
United Kingdom
$350M -$9.61M -30,648 -3%
State Street
4
State Street
Massachusetts
$283M +$4.89M +15,591 +2%
UBS AM
5
UBS AM
Illinois
$162M -$22.4M -71,322 -12%
Morgan Stanley
6
Morgan Stanley
New York
$161M +$89.7M +286,254 +134%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$148M +$2.5M +7,984 +2%
Invesco
8
Invesco
Georgia
$148M +$35.8M +114,269 +33%
AllianceBernstein
9
AllianceBernstein
Tennessee
$143M +$2.18M +6,949 +2%
EARNEST Partners
10
EARNEST Partners
Georgia
$127M +$13.2M +42,124 +12%
Bank of America
11
Bank of America
North Carolina
$125M -$34.1M -108,845 -22%
SAM
12
Southeastern Asset Management
Tennessee
$118M +$11.9M +37,956 +12%
TSW
13
Thompson Siegel & Walmsley
Virginia
$113M +$11.2M +35,890 +11%
Massachusetts Financial Services
14
Massachusetts Financial Services
Massachusetts
$104M -$446K -1,423 -0.4%
HP
15
Hound Partners
New York
$84.5M +$14.9M +47,682 +22%
Northern Trust
16
Northern Trust
Illinois
$81.5M -$2.9M -9,265 -4%
Westfield Capital Management
17
Westfield Capital Management
Massachusetts
$79.8M -$36.1M -115,118 -32%
Parnassus Investments
18
Parnassus Investments
California
$76.8M +$5.33M +16,999 +8%
Norges Bank
19
Norges Bank
Norway
$73.1M -$230K -735 -0.3%
Millennium Management
20
Millennium Management
New York
$72.1M -$48.1M -153,377 -41%
Dimensional Fund Advisors
21
Dimensional Fund Advisors
Texas
$70.9M -$126K -402 -0.2%
Charles Schwab
22
Charles Schwab
California
$69.2M +$3.15M +10,040 +5%
Select Equity Group
23
Select Equity Group
New York
$62.1M +$42.2M +134,798 +234%
PCM
24
Parsifal Capital Management
Connecticut
$61.9M +$60.1M +191,600 New
Amundi
25
Amundi
France
$61.9M +$35M +111,698 +135%

BIO Hedge Fund Activity: Q4 2023 in Review

483 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Bio-Rad Laboratories Class A (BIO) for Q4 2023, worth a combined $6.06B — down 9.9% from $6.73B a quarter earlier.

Buyers outnumbered sellers: 87 funds opened new BIO positions and 64 closed out — a net gain of 23 holders — while 165 added to existing stakes and 171 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $89.7M. The largest seller was Brown Advisory, cutting an estimated $295M.

  • 483 institutional investors held Bio-Rad Laboratories Class A (BIO) as of Q4 2023, up from 467 in Q3 2023.
  • Funds reported $6.06B of Bio-Rad Laboratories Class A stock for Q4 2023, down 9.9% quarter-over-quarter.
  • 87 funds opened new Bio-Rad Laboratories Class A positions in Q4 2023 and 64 closed out, a net change of +23 holders.
  • The largest Bio-Rad Laboratories Class A buyer in Q4 2023 was Morgan Stanley, an estimated $89.7M added.
  • The largest Bio-Rad Laboratories Class A seller in Q4 2023 was Brown Advisory, an estimated $295M sold.

Based on aggregated 13F filings for Q4 2023.