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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: 5653 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$443K +$457K +1,521 +76%
BlackRock
2
BlackRock
New York
$442K +$838K +2,788 +389%
Geode Capital Management
3
Geode Capital Management
Massachusetts
$236K +$148K +492 +36%
State Street
4
State Street
Massachusetts
$221K +$259K +863 +97%
Morgan Stanley
5
Morgan Stanley
New York
$209K +$333K +1,108 +200%
Northern Trust
6
Northern Trust
Illinois
$137K +$204K +679 +166%
N
7
Nuveen
North Carolina
$102K +$24.3K +81 +11%
Cerity Partners
8
Cerity Partners
New York
$51.2K +$15.3K +51 +14%
Millennium Management
9
Millennium Management
New York
$46.6K -$67K -223 -38%
Bank of America
10
Bank of America
North Carolina
$45.9K +$83.8K +279 +324%
Charles Schwab
11
Charles Schwab
California
$37.7K +$55K +183 +158%
SKK
12
Shepherd Kaplan Krochuk
Massachusetts
$37.1K
VF
13
Virtu Financial
New York
$32K +$75.4K +251 New
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$27.6K +$65.8K +219 New
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
$24.6K +$23.4K +78 +67%
CGA
16
Crescent Grove Advisors
Illinois
$24.6K +$25.5K +85 +77%
EGM
17
Engineers Gate Manager
New York
$24K +$57.1K +190 New
CIBC Private Wealth Group
18
CIBC Private Wealth Group
Georgia
$22.4K
Barclays
19
Barclays
United Kingdom
$22.2K +$49.6K +165 +1,500%
New York State Common Retirement Fund
20
New York State Common Retirement Fund
New York
$21.7K
Bank of New York Mellon
21
Bank of New York Mellon
New York
$20.5K +$901 +3 +2%
Simplex Trading
22
Simplex Trading
Illinois
$19K -$13.8K -46 -23%
SBIA
23
Sheaff Brock Investment Advisors
Indiana
$17.2K +$40.9K +136 New
UBS Group
24
UBS Group
Switzerland
$17K +$30.3K +101 +297%
WC
25
Wexford Capital
Florida
$16K +$38.2K +127 New

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.