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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: 5349 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
ACM
1
Altium Capital Management
New York
$1.59M +$3.09M +30,126 New
SM
2
Sabby Management
Florida
$364K +$706K +6,891 New
Vanguard Group
3
Vanguard Group
Pennsylvania
$341K +$300K +2,927 +83%
CH
4
CVI Holdings
Delaware
$317K +$615K +5,999 New
Renaissance Technologies
5
Renaissance Technologies
New York
$184K +$356K +3,474 New
BlackRock
6
BlackRock
New York
$173K -$23.2K -226 -6%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$131K +$61K +595 +32%
State Street
8
State Street
Massachusetts
$92.6K -$513 -5 -0.3%
Northern Trust
9
Northern Trust
Illinois
$61K +$6.77K +66 +6%
Cerity Partners
10
Cerity Partners
New York
$43.7K +$43.1K +420 +103%
SBIA
11
Sheaff Brock Investment Advisors
Indiana
$27.2K +$38.8K +378 +278%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$22.3K +$20.9K +204 +93%
Bank of America
13
Bank of America
North Carolina
$18.5K -$1.44K -14 -4%
Charles Schwab
14
Charles Schwab
California
$15.8K
SKK
15
Shepherd Kaplan Krochuk
Massachusetts
$15.6K
CGA
16
Crescent Grove Advisors
Illinois
$14.5K +$8.2K +80 +41%
Morgan Stanley
17
Morgan Stanley
New York
$13K -$145K -1,415 -85%
UBS Group
18
UBS Group
Switzerland
$11.8K +$9.12K +89 +66%
CIBC Private Wealth Group
19
CIBC Private Wealth Group
Georgia
$9.98K
New York State Common Retirement Fund
20
New York State Common Retirement Fund
New York
$9.11K
NFSG
21
Newbridge Financial Services Group
Florida
$8.99K +$11.3K +110 +183%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$8.43K -$308 -3 -2%
Millennium Management
23
Millennium Management
New York
$6.95K -$24.5K -239 -65%
TRCT
24
Tower Research Capital (TRC)
New York
$6.5K +$5.13K +50 +68%
VF
25
Virtu Financial
New York
$6K -$14.5K -141 -56%

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.