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47 hedge funds and large institutions have $12.9M invested in BioVie in 2023 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 15 increasing their positions, 6 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 6

113% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 8

35% more capital invested

Capital invested by funds: $9.5M → $12.9M (+$3.36M)

21% more funds holding

Funds holding: 3947 (+8)

0.01% more ownership

Funds ownership: 0.04%0.05% (+0.01%)

1% less call options, than puts

Call options by funds: $558K | Put options by funds: $564K

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
47
Holders Change
+8
Holders Change %
+20.51%
% of All Funds
0.75%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
17
Increased
15
Reduced
6
Closed
8
Calls
$558K
Puts
$564K
Net Calls
-$6K
Net Calls Change
-$6K
Name Holding Trade Value Shares
Change
Change in
Stake
AWS
26
AJ Wealth Strategies
New York
$125K +$102K +154 New
Man Group
27
Man Group
United Kingdom
$114K -$121K -183 Closed
Osaic Holdings
28
Osaic Holdings
Arizona
$64.3K -$11.3K -17 -18%
Wells Fargo
29
Wells Fargo
California
$45K -$9.28K -14 -20%
Group One Trading
30
Group One Trading
Illinois
$44.6K +$36.5K +55 New
TRCT
31
Tower Research Capital (TRC)
New York
$35K +$27.2K +41 +2,050%
UBS Group
32
UBS Group
Switzerland
$27.5K -$1.33K -2 -6%
Belvedere Trading
33
Belvedere Trading
Illinois
$22.7K +$18.6K +28 New
Citigroup
34
Citigroup
New York
$20.7K +$3.31K +5 +24%
Citadel Advisors
35
Citadel Advisors
Florida
$12.9K -$90.1K -136 -89%
NFSG
36
Newbridge Financial Services Group
Florida
$8.08K
NSIM
37
North Star Investment Management
Illinois
$8.08K
SPIA
38
Steward Partners Investment Advisory
New York
$8.08K
PMEF
39
Point72 Middle East FZE
United Arab Emirates
$5.86K +$4.64K +7 New
FP
40
Financial Perspectives
Minnesota
$4.73K +$3.98K +6 New
Royal Bank of Canada
41
Royal Bank of Canada
Ontario, Canada
$4K
ASN
42
Advisory Services Network
Georgia
$2.86K -$5.96K -9 -69%
BC
43
Barrett & Company
Rhode Island
$2.42K
SWM
44
Spire Wealth Management
Virginia
$2.42K
HI
45
Harbour Investments
Wisconsin
$2.42K +$1.99K +3 New
NA
46
NewEdge Advisors
Louisiana
$1.62K +$663 +1 +100%
BWM
47
BerganKDV Wealth Management
Minnesota
$808 +$663 +1 New
Commonwealth Equity Services
48
Commonwealth Equity Services
Massachusetts
$131 +$27.2K +41 +34%
Renaissance Technologies
49
Renaissance Technologies
New York
-$2.31M -2,973 Closed
6CM
50
683 Capital Management
New York
-$125K -161 Closed

BIVI Hedge Fund Activity: Q1 2023 in Review

47 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in BioVie (BIVI) for Q1 2023, worth a combined $12.9M — up 35% from $9.5M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new BIVI positions and 8 closed out — a net gain of 9 holders — while 15 added to existing stakes and 6 trimmed.

The largest buyer was Ikarian Capital, opening a new position worth an estimated $2.31M. The largest seller was Renaissance Technologies, exiting entirely with an estimated $2.31M sold.

  • 47 institutional investors held BioVie (BIVI) as of Q1 2023, up from 39 in Q4 2022.
  • Funds reported $12.9M of BioVie stock for Q1 2023, up 35% quarter-over-quarter.
  • 17 funds opened new BioVie positions in Q1 2023 and 8 closed out, a net change of +9 holders.
  • The largest BioVie buyer in Q1 2023 was Ikarian Capital, an estimated $2.31M added.
  • The largest BioVie seller in Q1 2023 was Renaissance Technologies, an estimated $2.31M sold.

Based on aggregated 13F filings for Q1 2023.