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BioVie
BIVI

53 hedge funds and large institutions have $2.42M invested in BioVie in 2023 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 21 increasing their positions, 6 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 6

0% more ownership

Funds ownership: 0.05% → 0.05% (+0%)

5% less funds holding

Funds holding: 56 → 53 (-3)

23% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 13

59% less capital invested

Capital invested by funds: $5.95M → $2.42M (-$3.53M)

69% less call options, than puts

Call options by funds: $295K | Put options by funds: $952K

Holders
53
Holders Change
-3
Holders Change %
-5.36%
% of All Funds
0.77%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
21
Reduced
6
Closed
13
Calls
$295K
Puts
$952K
Net Calls
-$657K
Net Calls Change
+$1.25M

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$838K
2
Vanguard Group
Vanguard Group
Pennsylvania
+$457K
3
Morgan Stanley
Morgan Stanley
New York
+$333K
4
State Street
State Street
Massachusetts
+$259K
5
Northern Trust
Northern Trust
Illinois
+$204K

Top Sellers

Rank Fund Capital Flow
1
IC
Ikarian Capital
Texas
-$1.56M
2
BFM
Boothbay Fund Management
New York
-$343K
3
MCM
Moore Capital Management
New York
-$316K
4
LFCM
Long Focus Capital Management
Puerto Rico
-$68.2K
5
Millennium Management
Millennium Management
New York
-$67K
Name Holding Trade Value Shares
Change 		Change in
Stake
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$14K +$31.8K +106 +1,767%
STA
27
Summit Trail Advisors
New York
$12.7K – – –
GLA
28
Good Life Advisors
Pennsylvania
$12.6K +$30K +100 New
Wells Fargo
29
Wells Fargo
California
$10.8K +$7.21K +24 +39%
Qube Research & Technologies (QRT)
30
Qube Research & Technologies (QRT)
United Kingdom
$9.69K +$23.1K +77 New
TRCT
31
Tower Research Capital (TRC)
New York
$9.17K -$44.5K -148 -67%
Osaic Holdings
32
Osaic Holdings
Arizona
$8.93K -$5.11K -17 -19%
AIG
33
American International Group
New York
$7.57K +$12.9K +43 +253%
NFSG
34
Newbridge Financial Services Group
Florida
$7.56K +$15K +50 +500%
RhumbLine Advisers
35
RhumbLine Advisers
Massachusetts
$5.91K -$901 -3 -6%
ASN
36
Advisory Services Network
Georgia
$5.12K +$12.3K +41 New
JP Morgan Chase
37
JP Morgan Chase
New York
$2.73K – – –
Citigroup
38
Citigroup
New York
$2.54K +$6.01K +20 New
California State Teachers Retirement System (CalSTRS)
39
California State Teachers Retirement System (CalSTRS)
California
$2.51K +$3.9K +13 +186%
LFG
40
Larson Financial Group
Missouri
$1.89K – – –
SWM
41
Spire Wealth Management
Virginia
$1.88K +$1.5K +5 +50%
NA
42
NewEdge Advisors
Louisiana
$1.26K – – –
SPIA
43
Steward Partners Investment Advisory
New York
$1.26K – – –
AB
44
Amalgamated Bank
New York
$1K – – –
FP
45
Financial Perspectives
Minnesota
$737 – – –
PWMG
46
Provence Wealth Management Group
California
$693 – – –
Legal & General Group
47
Legal & General Group
United Kingdom
$534 – – –
HI
48
Harbour Investments
Wisconsin
$378 – – –
RIM
49
Rockbridge Investment Management
New York
$378 +$901 +3 New
AIP
50
Ameritas Investment Partners
Nebraska
$345 – – –
1
2
3

BIVI Hedge Fund Activity: Q4 2023 in Review

53 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in BioVie (BIVI) for Q4 2023, worth a combined $2.42M — down 59% from $5.95M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of BIVI and 10 opened new positions — a net loss of 3 holders — while 6 trimmed existing stakes and 21 added.

The largest buyer was BlackRock, adding an estimated $838K. The largest seller was Ikarian Capital, exiting entirely with an estimated $1.56M sold.

  • 53 institutional investors held BioVie (BIVI) as of Q4 2023, down from 56 in Q3 2023.
  • Funds reported $2.42M of BioVie stock for Q4 2023, down 59% quarter-over-quarter.
  • 10 funds opened new BioVie positions in Q4 2023 and 13 closed out, a net change of -3 holders.
  • The largest BioVie buyer in Q4 2023 was BlackRock, an estimated $838K added.
  • The largest BioVie seller in Q4 2023 was Ikarian Capital, an estimated $1.56M sold.

Based on aggregated 13F filings for Q4 2023.