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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
IC
1
Ikarian Capital
Texas
$1.93M +$674K +1,000 +29%
Millennium Management
2
Millennium Management
New York
$1.44M +$2.02M +3,002 +870%
Vanguard Group
3
Vanguard Group
Pennsylvania
$770K +$172K +255 +17%
Geode Capital Management
4
Geode Capital Management
Massachusetts
$653K +$211K +313 +26%
BlackRock
5
BlackRock
New York
$399K +$329K +488 +111%
BFM
6
Boothbay Fund Management
New York
$395K +$116K +172 +23%
State Street
7
State Street
Massachusetts
$355K +$358K +532 +182%
N
8
Nuveen
North Carolina
$313K +$489K +726 New
Northern Trust
9
Northern Trust
Illinois
$186K +$156K +231 +115%
Morgan Stanley
10
Morgan Stanley
New York
$159K +$63.3K +94 +34%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$141K +$79.5K +118 +56%
WG
12
Winton Group
United Kingdom
$128K +$200K +297 New
SKK
13
Shepherd Kaplan Krochuk
Massachusetts
$127K
GC
14
Garde Capital
Washington
$104K +$47.2K +70 +41%
AWS
15
AJ Wealth Strategies
New York
$101K +$54.6K +81 +53%
OQS
16
Occudo Quantitative Strategies
Florida
$96.1K +$150K +223 New
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
$87.9K -$833K -1,236 -86%
LFCM
18
Long Focus Capital Management
Puerto Rico
$86.2K
Group One Trading
19
Group One Trading
Illinois
$80.1K +$88.3K +131 +238%
SSA
20
Schonfeld Strategic Advisors
New York
$78.4K +$16.8K +25 +16%
New York State Common Retirement Fund
21
New York State Common Retirement Fund
New York
$74.1K +$116K +172 New
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$73K +$4.04K +6 +4%
XT
23
XTX Topco
Cayman Islands
$57.7K +$90.3K +134 New
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$56K +$84.2K +125 +2,500%
Charles Schwab
25
Charles Schwab
California
$50K +$78.2K +116 New

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.