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BioVie
BIVI

49 hedge funds and large institutions have $3.55M invested in BioVie in 2024 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 16 increasing their positions, 13 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more capital invested

Capital invested by funds: $2.42M → $3.55M (+$1.12M)

23% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 13

0.07% more ownership

Funds ownership: 0.05% → 0.12% (+0.07%)

8% less funds holding

Funds holding: 53 → 49 (-4)

30% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 10

80% less call options, than puts

Call options by funds: $47K | Put options by funds: $231K

Holders
49
Holders Change
-4
Holders Change %
-7.55%
% of All Funds
0.71%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
7
Increased
16
Reduced
13
Closed
10
Calls
$47K
Puts
$231K
Net Calls
-$184K
Net Calls Change
+$473K

Top Buyers

Rank Fund Capital Flow
1
ACM
Altium Capital Management
New York
+$3.09M
2
SM
Sabby Management
Florida
+$706K
3
CH
CVI Holdings
Delaware
+$615K
4
Renaissance Technologies
Renaissance Technologies
New York
+$356K
5
Vanguard Group
Vanguard Group
Pennsylvania
+$300K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$145K
2
N
Nuveen
North Carolina
-$102K
3
Millennium Management
Millennium Management
New York
-$24.5K
4
EGM
Engineers Gate Manager
New York
-$24K
5
BlackRock
BlackRock
New York
-$23.2K
Name Holding Trade Value Shares
Change 		Change in
Stake
Barclays
26
Barclays
United Kingdom
$5.9K -$6.56K -64 -36%
Group One Trading
27
Group One Trading
Illinois
$5.35K +$10.4K +101 New
LPL Financial
28
LPL Financial
California
$5.34K +$10.4K +101 New
STA
29
Summit Trail Advisors
New York
$5.34K – – –
Wells Fargo
30
Wells Fargo
California
$4.96K +$820 +8 +9%
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$4K -$3.18K -31 -28%
AIG
32
American International Group
New York
$3.41K +$513 +5 +8%
Fidelity Investments
33
Fidelity Investments
Massachusetts
$3.27K +$6.15K +60 +3,000%
Osaic Holdings
34
Osaic Holdings
Arizona
$3.05K -$1.33K -13 -18%
RhumbLine Advisers
35
RhumbLine Advisers
Massachusetts
$2.54K +$103 +1 +2%
Citigroup
36
Citigroup
New York
$1.43K +$718 +7 +35%
JP Morgan Chase
37
JP Morgan Chase
New York
$1.29K +$205 +2 +9%
Simplex Trading
38
Simplex Trading
Illinois
$1K -$13.3K -130 -82%
SWM
39
Spire Wealth Management
Virginia
$793 – – –
California State Teachers Retirement System (CalSTRS)
40
California State Teachers Retirement System (CalSTRS)
California
$786 -$513 -5 -25%
NA
41
NewEdge Advisors
Louisiana
$529 – – –
SPIA
42
Steward Partners Investment Advisory
New York
$529 – – –
FP
43
Financial Perspectives
Minnesota
$309 – – –
Legal & General Group
44
Legal & General Group
United Kingdom
$224 – – –
PNC Financial Services Group
45
PNC Financial Services Group
Pennsylvania
$223 +$410 +4 New
HI
46
Harbour Investments
Wisconsin
$159 – – –
AIP
47
Ameritas Investment Partners
Nebraska
$145 – – –
AFG
48
Albion Financial Group
Utah
$27 – – –
SWM
49
Sanctuary Wealth Management
Idaho
$2 – – –
N
50
Nuveen
North Carolina
– -$102K -807 Closed
1
2
3

BIVI Hedge Fund Activity: Q1 2024 in Review

49 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in BioVie (BIVI) for Q1 2024, worth a combined $3.55M — up 46% from $2.42M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of BIVI and 7 opened new positions — a net loss of 3 holders — while 13 trimmed existing stakes and 16 added.

The largest buyer was Altium Capital Management, opening a new position worth an estimated $3.09M. The largest seller was Morgan Stanley, cutting an estimated $145K.

  • 49 institutional investors held BioVie (BIVI) as of Q1 2024, down from 53 in Q4 2023.
  • Funds reported $3.55M of BioVie stock for Q1 2024, up 46% quarter-over-quarter.
  • 7 funds opened new BioVie positions in Q1 2024 and 10 closed out, a net change of -3 holders.
  • The largest BioVie buyer in Q1 2024 was Altium Capital Management, an estimated $3.09M added.
  • The largest BioVie seller in Q1 2024 was Morgan Stanley, an estimated $145K sold.

Based on aggregated 13F filings for Q1 2024.