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BioVie

56 hedge funds and large institutions have $5.95M invested in BioVie in 2023 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 16 increasing their positions, 14 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 7

14% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 14

6% more funds holding

Funds holding: 5356 (+3)

0.01% less ownership

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

28% less capital invested

Capital invested by funds: $8.29M → $5.95M (-$2.34M)

72% less call options, than puts

Call options by funds: $750K | Put options by funds: $2.66M

Holders
56
Holders Change
+3
Holders Change %
+5.66%
% of All Funds
0.89%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
16
Reduced
14
Closed
7
Calls
$750K
Puts
$2.66M
Net Calls
-$1.91M
Net Calls Change
-$2.47M
Name Holding Trade Value Shares
Change
Change in
Stake
CGA
26
Crescent Grove Advisors
Illinois
$37.5K +$43K +110 New
STA
27
Summit Trail Advisors
New York
$34.4K +$39.5K +101 New
JF
28
Jump Financial
Illinois
$34.1K +$39.1K +100 New
Belvedere Trading
29
Belvedere Trading
Illinois
$30.2K -$4.3K -11 -11%
Osaic Holdings
30
Osaic Holdings
Arizona
$30.1K -$782 -2 -2%
Bank of America
31
Bank of America
North Carolina
$29.4K +$1.17K +3 +4%
Citadel Advisors
32
Citadel Advisors
Florida
$27.5K +$31.7K +81 New
Wells Fargo
33
Wells Fargo
California
$21.1K -$2.74K -7 -10%
RhumbLine Advisers
34
RhumbLine Advisers
Massachusetts
$17K +$7.82K +20 +67%
UBS Group
35
UBS Group
Switzerland
$11.6K -$5.86K -15 -31%
JP Morgan Chase
36
JP Morgan Chase
New York
$7.34K -$1.56K -4 -15%
AIG
37
American International Group
New York
$5.65K +$391 +1 +6%
LFG
38
Larson Financial Group
Missouri
$5.12K +$5.86K +15 New
Barclays
39
Barclays
United Kingdom
$3.69K +$1.56K +4 +57%
NFSG
40
Newbridge Financial Services Group
Florida
$3.41K
SPIA
41
Steward Partners Investment Advisory
New York
$3.41K
SWM
42
Spire Wealth Management
Virginia
$3.41K +$2.74K +7 +233%
FAM
43
Flaharty Asset Management
Florida
$3.41K +$3.91K +10 New
NA
44
NewEdge Advisors
Louisiana
$3.24K +$3.13K +8 +400%
California State Teachers Retirement System (CalSTRS)
45
California State Teachers Retirement System (CalSTRS)
California
$2.5K -$1.56K -4 -36%
Royal Bank of Canada
46
Royal Bank of Canada
Ontario, Canada
$2K -$48.5K -124 -95%
AB
47
Amalgamated Bank
New York
$2K
FP
48
Financial Perspectives
Minnesota
$2K
PWMG
49
Provence Wealth Management Group
California
$1.88K +$2.35K +6 New
Legal & General Group
50
Legal & General Group
United Kingdom
$1.45K

BIVI Hedge Fund Activity: Q3 2023 in Review

56 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in BioVie (BIVI) for Q3 2023, worth a combined $5.95M — down 28% from $8.29M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new BIVI positions and 7 closed out — a net gain of 5 holders — while 16 added to existing stakes and 14 trimmed.

The largest buyer was Moore Capital Management, opening a new position worth an estimated $362K. The largest seller was Millennium Management, cutting an estimated $1.08M.

  • 56 institutional investors held BioVie (BIVI) as of Q3 2023, up from 53 in Q2 2023.
  • Funds reported $5.95M of BioVie stock for Q3 2023, down 28% quarter-over-quarter.
  • 12 funds opened new BioVie positions in Q3 2023 and 7 closed out, a net change of +5 holders.
  • The largest BioVie buyer in Q3 2023 was Moore Capital Management, an estimated $362K added.
  • The largest BioVie seller in Q3 2023 was Millennium Management, an estimated $1.08M sold.

Based on aggregated 13F filings for Q3 2023.