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53 hedge funds and large institutions have $8.29M invested in BioVie in 2023 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 21 increasing their positions, 4 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

425% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 4

280% more call options, than puts

Call options by funds: $759K | Put options by funds: $200K

50% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 12

13% more funds holding

Funds holding: 4753 (+6)

0.01% more ownership

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

36% less capital invested

Capital invested by funds: $12.9M → $8.29M (-$4.56M)

Holders
53
Holders Change
+6
Holders Change %
+12.77%
% of All Funds
0.83%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
18
Increased
21
Reduced
4
Closed
12
Calls
$759K
Puts
$200K
Net Calls
+$559K
Net Calls Change
+$565K
Name Holding Trade Value Shares
Change
Change in
Stake
Belvedere Trading
26
Belvedere Trading
Illinois
$42.5K +$47.8K +71 +254%
Simplex Trading
27
Simplex Trading
Illinois
$42K +$66.7K +99 New
Osaic Holdings
28
Osaic Holdings
Arizona
$38.9K +$6.74K +10 +13%
FIA
29
FNY Investment Advisers
New York
$38K +$60.6K +90 New
Bank of America
30
Bank of America
North Carolina
$36K -$110K -163 -66%
Wells Fargo
31
Wells Fargo
California
$29.9K +$8.76K +13 +23%
TRCT
32
Tower Research Capital (TRC)
New York
$28.2K +$14.8K +22 +51%
UBS Group
33
UBS Group
Switzerland
$21K +$10.1K +15 +44%
RhumbLine Advisers
34
RhumbLine Advisers
Massachusetts
$13K +$20.2K +30 New
JP Morgan Chase
35
JP Morgan Chase
New York
$11.4K +$17.5K +26 New
AIG
36
American International Group
New York
$6.89K +$10.8K +16 New
California State Teachers Retirement System (CalSTRS)
37
California State Teachers Retirement System (CalSTRS)
California
$4.76K +$7.41K +11 New
NFSG
38
Newbridge Financial Services Group
Florida
$4.31K
SPIA
39
Steward Partners Investment Advisory
New York
$4.31K
Citigroup
40
Citigroup
New York
$4.26K -$10.8K -16 -62%
Barclays
41
Barclays
United Kingdom
$3K -$360K -534 -99%
FP
42
Financial Perspectives
Minnesota
$2.52K
AB
43
Amalgamated Bank
New York
$2K +$3.37K +5 New
Legal & General Group
44
Legal & General Group
United Kingdom
$1.83K +$2.69K +4 New
BC
45
Barrett & Company
Rhode Island
$1.29K
HI
46
Harbour Investments
Wisconsin
$1.29K
SWM
47
Spire Wealth Management
Virginia
$1.29K
AIP
48
Ameritas Investment Partners
Nebraska
$1.18K +$2.02K +3 New
IPW
49
Impact Partnership Wealth
Georgia
$1.18K +$2.02K +3 New
NA
50
NewEdge Advisors
Louisiana
$862

BIVI Hedge Fund Activity: Q2 2023 in Review

53 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in BioVie (BIVI) for Q2 2023, worth a combined $8.29M — down 36% from $12.9M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new BIVI positions and 12 closed out — a net gain of 6 holders — while 21 added to existing stakes and 4 trimmed.

The largest buyer was Millennium Management, adding an estimated $2.02M. The largest seller was Invesco, exiting entirely with an estimated $1.56M sold.

  • 53 institutional investors held BioVie (BIVI) as of Q2 2023, up from 47 in Q1 2023.
  • Funds reported $8.29M of BioVie stock for Q2 2023, down 36% quarter-over-quarter.
  • 18 funds opened new BioVie positions in Q2 2023 and 12 closed out, a net change of +6 holders.
  • The largest BioVie buyer in Q2 2023 was Millennium Management, an estimated $2.02M added.
  • The largest BioVie seller in Q2 2023 was Invesco, an estimated $1.56M sold.

Based on aggregated 13F filings for Q2 2023.